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BlueCielo ImandrA 2012 User's Guide | BlueCielo ECM Solutions
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Importing a message into ImandrA
Use the Import command to import messages from Outlook into an ImandrA vault.
Note If you only want to import the attachments of a message, use the Import Attachment(s) command instead.
To save a message from within Outlook integrated with ImandrA:
- Click Import on the ImandrA menu or click the Import button
in the ImandrA toolbar. The ImandrASave dialog appears, similar to the following figure.
- Navigate to the folder in the vault where you want to save the message.
- Enable Show Documents to see the documents that already exist in the selected folder.
- Click Save. The Add Wizard (Step 1 of 2) dialog appears, similar to the following figure.
- Select a document class for the message from the list. Depending on which class you select, different properties may be listed in the Document Properties and Version Properties lists.
- Enable Keep local copy to retain the selected message in its present location in Outlook. Otherwise, the message will be deleted after it is imported into the vault.
- Click Next to proceed. The Add Wizard (Step 2 of 2) dialog appears, similar to the following figure.
- Confirm that all of the icons in the A column indicate that the actions listed in the Action column can be completed. If you do not want an action to be performed, select another action from the Action list.
- When you are satisfied with all of the actions to be performed, click Finish.