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:

  1. Click Import on the ImandrA menu or click the Import button in the ImandrA toolbar. The ImandrASave dialog appears, similar to the following figure.

  1. Navigate to the folder in the vault where you want to save the message.
  2. Enable Show Documents to see the documents that already exist in the selected folder.
  3. Click Save. The Add Wizard (Step 1 of 2) dialog appears, similar to the following figure.

  1. 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.
  2. 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.
  3. Click Next to proceed. The Add Wizard (Step 2 of 2) dialog appears, similar to the following figure.

  1. 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.
  2. When you are satisfied with all of the actions to be performed, click Finish.

Related concepts

Working with messages in Microsoft Outlook

Related tasks

Opening a message from the vault

Importing message attachments into the vault


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