Configuration Options for the "Send and Save to M-Files" Button

Using Custom Vault Data, you may add the Send and Save to M-Files button to the Microsoft Outlook composer window on all client computers, or disable the Send and Save to M-Files button altogether. For more information on the Send and Save to M-Files function, see Functions in Microsoft Outlook.

Complete the following steps to configure the Send and Save to M-Files button for all client computers:

  1. In M-Files Admin, access the custom vault data section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, expand Custom Vault Data.
  2. Select Namespace Registry > Configuration.
    1. Expand the Namespaces node, click Add Namespace, and expand the newly added namespace node.
    2. In the Group field, enter an internal name of your choice for the group that uses the namespace that you are about to register.
    3. Use the Storage Type drop-down menu and select MFConfigurationValue.
    4. In the Namespace field, enter the namespace M-Files.Core.Client.Settings, and in the Namespace Label field, enter a custom label for the namespace shown in the Custom Vault Data configuration.
    5. In the Namespace Description field, enter a description about the purpose of the namespace.
    6. Click Save to save your configuration.
  3. Expand Named Values and expand the Group name that you have just created.
  4. Expand the Namespace Label that you created earlier and select Configuration.
  5. Expand the Named Values node, select Add Named Value and expand the newly added named value node.
  6. Enter enter MSOutlookRibbon in the Name field, and in the Value field, enter either of the following codes:
    • If you want to display the Send and Save to M-Files button in the Microsoft Outlook composer window on all client computers, add the following value to the right-side pane:
      {
  "Common": {
    "MSOutlookRibbon": {
      "ShowSendAndSaveInBuiltInTab": 1
    } 
  }
}
      or
    • If you want to disable the Send and Save to M-Files button on all client computers, add the following value to the right-side pane:
      {
  "Common": {
    "MSOutlookRibbon": {
      "ShowSendAndSaveInMFilesTab": 0 
    } 
  }
}
  7. Select Save to save your configuration.
The Send and Save to M-Files button settings you have specified affect all vault users in the selected vault.