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Add Outlook emails to GoFileRoom

GoFileRoom offers 2 methods for storing email messages received in Outlook:
  • Drag and drop messages into an Outlook folder that is associated with a ControlPanel profile.
  • Use the Add to GoFileRoom button in the GoFileRoom tab of the Outlook ribbon.
Drag and drop method
You can configure ControlPanel profiles to display as a folder within Microsoft Outlook. This enables users to drag and drop single or multiple messages into the folder and have them automatically indexed and stored in GoFileRoom.
When you use this method, messages are uploaded directly to GoFileRoom instead of using the GoFileRoom upload server.
  1. Create index profiles in ControlPanel and indicate which profiles should appear in Outlook.
    • Or you can use the default
      Send to GoFileRoom
       profile created with the GoFileRoom Client Add-Ins.
  2. Open Outlook, then select and drag one or more messages to a ControlPanel profile folder. The Outlook folder name will match the name of the profile in the ControlPanel.
  3. Choose either
    Add as single file (.MSG)
     or
    Add as separate files
    , then select
    OK
    .
    • Add as single fie (.MSG)
      : If you select this option, the email is imported into GoFileRoom as a MSG file. The imported file maintains its email characteristics in GoFileRoom. You'll be able to reply to the imported email, forward it, view the recipient list, and so on.
    • Add as separate files
      : If you select this option, the email is imported as separate files for the email and any attachments. You'll be able to index each component as a separate document. Attachments are imported in their native format.
  4. Add any index information for the items that isn't in the profile already.
    Client Number and Client Name index values are automatically populated for email fields that are mapped contacts in GoFileRoom lookup lists if your administrator has enabled integration between ControlPanel and Microsoft Outlook.
    Administrators must configure the following:
    • In the Administration menu, select Fileroom and open the Lists tab. Mark the
      Available for Notifications
       checkbox  for any email addresses that you want to map for the automatic indexing of associated messages.
    • In the Administration menu, select Manage Configurations and open the Email Setting tab. Indicate Outlook Mapping for Client Name or Client ID as
      From filed
      to automatically map client email addresses.
  5. Select
    OK
     to finish.

This article applies to:

  • Product: GoFileRoom
  • Subject: Documents

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