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Storing Emails from Outlook

If the communication in the project is handled via Outlook, it may be necessary to store important e-mails for documentation in the project. The data pool offers the option of storing messages from Outlook in the data pool using drag and drop. In addition to individual messages, a larger number of e-mails can also be stored in one process.

STORING EMAILS FROM OUTLOOK

To store e-mails from Outlook in document management:

  1. Create a new container in the Documents tab using the "MassenUpload... - Dokument" and select the desired drive and authorized persons.
  2. In Outlook, select all emails that you want to put together in the selected folder. By pressing the CTRL key, you can make a multiple selection in Outlook.
  3. Drag the selected mails from Outlook with the left mouse button pressed into the newly created container in the data pool and drop the mails in the drag & drop field.
  4. Start uploading using the "Upload files...". The mails are uploaded to the data pool and stored in the selected folders, whereby a separate container is created for each mail.
  5. The dialog box confirms the upload of the messages. From the button "Send Info-mail" a message can be sent to the authorized persons. Alternatively, a new upload can be started.