Overview

The Outlook Integration allows users to import e-mails from Microsoft Outlook into the DocuNote database. Once e-mails are imported, they can be searched, retrieved, supplied with additional metadata like any other standard documents.

For more information about saving e-mails from Microsoft Outlook, see Archiving e-mails to DocuNote

Finding your preferences

There are some settings for Outlook integration you may find useful. Please check their description below:

Setting up default document category

When archiving e-mails, users are prompted to associate the e-mail with the specific document category. To set the default document category that will be displayed to the users, follow these steps:

1. Click the DocuNote tab and click Settings*.*
2. In the left navigation panel under Settings, click Settings for Document*.*
3. Next to Default document category in Outlook integration, select the document category of your choice.
4. Save your changes.

'Created Date' import options

Like any standard document, an imported e-mail from Outlook contains information when it was created, stored under document property 'Created Date'. As administrator, you can decide whether this property will be filled with current archive date or with the e-mail 'Sent/Received date'.

1. Click the DocuNote tab, and then click Settings.