New Documents: Outlook

Under New Document: Outlook, in the Options dialog box, you can select the default way that e-mail messages imported from Outlook will be processed. This includes determining how attachments are imported into Laserfiche, whether a distribution list will be created, and the default field data that will be assigned to e-mail messages.

• Default Behavior
  • Attachments: This options lets you decided how e-mail attachments will be imported. Choose from the following drop-down options:
    • Leave in e-mail document: Embedded in the e-mail message. These attachments will only be available when the message is viewed using Outlook.
    • File separately: Imported as separate electronic documents. They will also be removed from the imported e-mail message.
    • Leave in and file a copy: Embedded in the e-mail message and imported as separate electronic documents.
  • Apply e-mail fields to attachments: If field data will be applied to attachments imported as separate electronic documents.
  • File distribution list: If a one-page document will be created along with the e-mail message. A page of text in this document will list all recipients of the e-mail message imported into Laserfiche, from the To, CC, and BCC e-mail fields.
• Field Associations
  • Template: The template whose default field data is being configured. Selecting another template allows you to view/modify the default field data associated with it.
  • Make the selected template the default for imported e-mails: If you choose this option, the selected template will be the default template assigned to e-mail messages imported from Outlook.
  • The field population table contains default values assigned to field data for e-mail messages imported from Outlook. This table has the following columns:
    • Field: The field whose default value will be set.
    • E-Mail Property: You can select which property of the e-mail (e.g., subject, sender, etc.) will be put in that field. Click the row to choose a property from a drop-down list. See property definitions.

      E-mail Property	Field Type	Description
      Sender	Text	The name of the sender, or, if the name is not available, the corresponding e-mail address, extracted from the From field of the message.
      Sender e-mail	Text	The e-mail address of the sender, extracted from the From field.
      Recipients	Text	A list of people the e-mail was addressed to, extracted from the To field of the message.
      Recipient e-mails	Text	A list of e-mail addresses the e-mail was addressed to, extracted from the To field of the message.
      CCs	Text	A list of people who were copied on the e-mail, extracted from the CC field of the message.
      CC e-mails	Text	The e-mail addresses of the people who were copied on the email.
      BCCs	Text	A list of people who were blind copied on the e-mail, extracted from the BCC field of the message.
      BCC e-mails	Text	The e-mail addresses of the people who were blind copied on the e-mail.
      Subject	Text	Character The subject line of the message, extracted from the Subject field.
      Time sent	Date/Time	The date and time the e-mail message was sent.
      Time received	Date/Time	The date and time the e-mail message was received by Outlook.
      Priority	Number	The priority set on the e-mail message in Outlook.
      Conversation ID	Text	The identifier for the e-mail conversation in Outlook.
      Unique Message ID	Text	The identifier for the specific e-mail message in Outlook.

  • Reset: Reset to the default repository settings.

Note: Setting template fields to match e-mail properties does not make that template the one used for e-mails. The template set as the Default template will be used for e-mails. Assigning e-mail properties for template fields allows you to use another template, other than the default, to match e-mail fields when importing.