Does anyone have a sample where when a user sends an email from outlook a question is asked "Do you want to save to M-files? Yes or No"
If the user clicks yes the save/properties window is displayed
;D
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Former Member
I'm not that familiar with Outlook API, but you can sure do it if it allows you to add a handler here and there.
Anyway, as an alternative, how about configuring M-Files Server to read another mail box, and whenever you need to save the important email to M-Files, you will just add that mail address in the cc or bcc field. M-Files offers the ability to save important e-mail in a controlled manner. The messages can be transferred directly from the mail server to the document vault without the need for separate actions by the user, using the "Connections to External Sources / Mail Sources" functionality.
Here's something from the User's Guide:
The organization also may want to save important sent e-mail to M-Files. Such important messages could be, e.g., proposals and confirmation of orders. The organization can create a new archive e-mail account to which M-Files is connected. From this box M-Files imports all e-mail to the document vault and then deletes the messages from the mail server. Important sent messages can be archived in M-Files by sending the message to the archive box by means of the Cc or Bcc fields. To avoid junk mail, it is possible to set the e-mail account to accept mail from internal users only.
I'm not that familiar with Outlook API, but you can sure do it if it allows you to add a handler here and there.
Anyway, as an alternative, how about configuring M-Files Server to read another mail box, and whenever you need to save the important email to M-Files, you will just add that mail address in the cc or bcc field. M-Files offers the ability to save important e-mail in a controlled manner. The messages can be transferred directly from the mail server to the document vault without the need for separate actions by the user, using the "Connections to External Sources / Mail Sources" functionality.
Here's something from the User's Guide:
The organization also may want to save important sent e-mail to M-Files. Such important messages could be, e.g., proposals and confirmation of orders. The organization can create a new archive e-mail account to which M-Files is connected. From this box M-Files imports all e-mail to the document vault and then deletes the messages from the mail server. Important sent messages can be archived in M-Files by sending the message to the archive box by means of the Cc or Bcc fields. To avoid junk mail, it is possible to set the e-mail account to accept mail from internal users only.
