Save an email or attachment to HighQ

Save emails and attachments to HighQ.
  1. Select one or more emails to save, then select the add-in icon on the toolbar.
  2. Select
    Upload Email and Attachments
    .
  3. Check that you have selected the correct email.
  4. If the subject of the email isn't clear, is a duplicate, or needs more information, select
    Rename
    to adjust the text.
  5. Select
    Continue
    .
  6. Find the location on your site to save the email and any attachments.
  7. Select the
    Favorites
    tab to see folders saved as favorites on your site, select
    Browse
    to find a folder or select
    Search
    to enter a search term.
  8. User permissions from HighQ are applied to the list of sites and folders in the add-in. You need access to files and folders in HighQ to also access them in the add-in.
    1. The list of Favorites and Recent folders and sites are taken from HighQ.
    2. Enter text in the
      Filter
      box to find folders in the current view, or select the filter button to select metadata or tags.
  9. You can create a new folder in a selected location. Select
    Add folder
    and enter the folder name:
  10. After you have selected the folder or folders, select
    Upload
    to save the email.

One-click upload

As you upload more emails, the add-in predicts where you often save emails and attachments.
The
One-click upload
panel suggests a location, taken from your previous interactions with similar emails:
Select
Quick upload
to file the email immediately or select
Manual upload
to select another location.

Labels

Labels are added to emails in the Outlook window to show their status with the add-in.
Emails that have been saved are shown with an
Email filed
label.
Email discussions that have been saved are shown with a
Conversation Enabled
label.