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Outlook Client - Standard Save and send in M-Files

Hello everyone,

do you have any ideas/tipps for implementing the following?

Our users regularly forget to save e-mails in M-Files.
Now we would like to “block” the send function in Outlook.

The intention is to ensure that every e-mail is always saved and sent in M-Files.

Do you have an idea how I can implement this?

Many thanks in advance

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  • You could at least make sure the "Send and Save" button is available in the default composer window with the optional registry setting described in the user guide (ShowSendAndSaveInBuiltInTab). From memory this does not block the use of the standard Send button but at least makes the M-Files option more visible to the users.

    If that's not enough, then perhaps you could set up Outlook rules to copy messages from the Sent folder to an M-Files folder: Creating a Microsoft Outlook Rule for M-Files I haven't tested this approach, it's just an idea that you could try.

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  • You could at least make sure the "Send and Save" button is available in the default composer window with the optional registry setting described in the user guide (ShowSendAndSaveInBuiltInTab). From memory this does not block the use of the standard Send button but at least makes the M-Files option more visible to the users.

    If that's not enough, then perhaps you could set up Outlook rules to copy messages from the Sent folder to an M-Files folder: Creating a Microsoft Outlook Rule for M-Files I haven't tested this approach, it's just an idea that you could try.

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