About Outlook email integration

Meridian Enterprise integrates with Microsoft Office Outlook 2003 or higher to help you store important email messages and attachments in a vault. The Outlook link adds a BlueCielo toolbar with commands for storing messages and their attachments and for configuring the link options.

A unique feature of the Outlook email integration is virtual folders. These are locations that you select within vaults that are then shown as folders in a special branch of the Mail Folders tree in Outlook. You can use virtual two ways:

• Drag and drop messages onto a virtual folder to store the messages in the corresponding vault location
• Select a virtual folder to open it in the Meridian Enterprise Web Access interface in the folder contents pane of Outlook. You may then use Web Access the same as if you had opened it in a web browser.

Note    The Outlook application link only supports storing messages and attachments. It does not support storing Outlook contacts, appointments, tasks, distribution lists, and so on.

You use the buttons on the BlueCielo toolbar to work with messages and attachments.

To show the BlueCielo toolbar:

1. In Outlook 2010 and later, click the Add-Ins tab of the ribbon.

OR

1. In Outlook versions prior to 2010, from the Tools menu, select Customize. The Customize dialog box appears.
2. On the Toolbars page, select BlueCielo. The BlueCielo toolbar appears.
3. Click Close.

The following topics describe how to use these features.