BlueCielo Meridian Enterprise 2012 User's Guide | BlueCielo ECM Solutions

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Configuring Outlook email integration options

You can configure Outlook email integration to work the way you want.

To personalize your Outlook application link configuration:

  1. Open Microsoft Outlook.
  2. On the BlueCielo toolbar, click Options. The User Options  dialog box appears.
  3. Click options or type values using the descriptions in the following table.
Outlook integration options
Option Description

BlueCielo vaults

Lists the vault contexts that you have selected for display in the Outlook Mail Folders tree. Each context that you select appears as a folder in the tree onto which you can drop messages to quickly store in that location in the vault.

To add a context:

  1. Click Add. The Open Vault dialog box appears.
  2. Select the vault and work area (if applicable) that you want add and click OK. The Select Folder dialog box appears.
  3. Select the folder where you want to store messages and click OK. The location is added to the Context list.

To remove a context:

  1. Select the context that you want to remove and click Remove. The context is removed.

Support BlueCielo Virtual Folders

Displays the contexts listed in BlueCielo vaults as folders within the Outlook Mail Folders tree for drag-and-drop importing of email and attachments. For instructions, see Storing messages and attachments.

Message name builder

Use the lists to construct a naming standard for messages that you save in the vault. Each list contains message properties from which you can select. Type separator characters to format the naming standard for best readability. Only valid Windows file name characters are allowed. The Example field displays a sample name based on your current settings.

Tip    All users of a vault should configure the same naming standard so that they can identify all messages.

  1. Click OK to save your changes

Note    For assistance configuring these options, consult a system administrator.

Related concepts

About the Office link

About Outlook email integration

Related tasks

Synchronizing title block and summary data

Editing properties in Office

Linking files

Storing messages and attachments


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