Saving Email Messages in the classic Microsoft Outlook to M-Files
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In the classic Microsoft Outlook, do one of these steps:
- Locate the email message that you want to save to M-Files,
right-click the message and select Save to M-Files, and then select
the vault where you want to save the selected email message.or
- Locate the email message that you want to save to M-Files, and then
drag and drop the message to the preferred M-Files folder in the
navigation pane of the classic Microsoft Outlook. or
- First compose a new email message, then, in the Message window, open the M-Files tab and click Send and Save to M-Files, and finally select the appropriate vault from the drop-down menu.
Result:The New Document dialog is opened. - Locate the email message that you want to save to M-Files,
right-click the message and select Save to M-Files, and then select
the vault where you want to save the selected email message.
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From the Save as type drop-down menu, select the format in which the email
message is saved.
For more information about email message storage formats, see Storage Formats.
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Fill in the metadata for the email message and click Create.
Note that some properties may be automatically populated. For more information, see Automatically Populated Metadata.