Functions in Microsoft Outlook
M-Files has two add-ins for the classic Microsoft Outlook and one for the new Microsoft Outlook:
- M-Files Outlook Standard for the classic Microsoft Outlook
- M-Files for Outlook for the classic Microsoft Outlook
- M-Files for Outlook Pro for the new Microsoft Outlook
This section and the subsections tell you about the M-Files Outlook Standard add-in which is for the classic Microsoft Outlook. This add-in is included to all M-Files subscriptions.
To use the other two add-ins, M-Files for Outlook and M-Files for Outlook Pro, you must have a separate license. For more information, refer to Configuring M-Files for Outlook, Using M-Files for Outlook, and Setting Up M-Files for Outlook Pro in M-Files Support Portal.
Features of the standard integration with Microsoft Outlook
- You can save email messages and attachments to M-Files in many file formats.
- You can send an email message and, at the same time, save it to an M-Files vault.
- You can create Outlook rules and use M-Files features to save email messages automatically.
- The email messages that have been saved to M-Files show an M-Files flag.
- Email messages related to a specific subject have a relationship in M-Files. With the relationships, you can easily find and read the entire email conversation in M-Files.
- You can open a stored email message in M-Files directly from the classic Microsoft Outlook.
- M-Files can automatically associate contact persons and customers with email messages.
- The document date in M-Files is automatically the same as the email date in the classic Microsoft Outlook.
Optional settings
To disable the Send and Save to M-Files button in the classic Microsoft Outlook, configure this registry setting on the client computer:
| Key | HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon | |
|---|---|---|
| Value name | ShowSendAndSaveInMFilesTab | |
| Value type | REG_DWORD | |
| Description | When enabled, the Send and Save to M-Files button is visible in the M-Files ribbon. | |
| Default value | 1 | Enabled |
| Value | 0 | Disabled |
| 1 | Enabled | |
To add the Send and Save to M-Files button to the default composer window in the classic Microsoft Outlook, configure this registry setting on the client computer:
| Key | HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon | |
|---|---|---|
| Value name | ShowSendAndSaveInBuiltInTab | |
| Value type | REG_DWORD | |
| Description | When enabled, the Send and Save to M-Files button is visible in the default composer window of the classic Microsoft Outlook. | |
| Default value | 0 | Disabled |
| Value | 0 | Disabled |
| 1 | Enabled | |
The M-Files system administrator can also apply these settings to multiple client computers. For more information, see Configuration Options for the "Send and Save to M-Files" Button.