Understanding the email link

Meridian Enterprise provides integration with the Microsoft Outlook and IBM Lotus Notes email programs due to the importance of email in modern engineering. It does this through a shared set of configuration settings that control specific add-ins in each of the email programs.

The email link not only allows users to easily store messages and attachments in Meridian vaults, but it can also be configured to automatically set Meridian properties using message and attachment properties. Email messages can be stored in one of several different formats to make them easier to read with the viewer. To automatically import email messages and attachments from an email server, consider using the optional Meridian Email Manager module described in Understanding the Meridian Email Manager.

The email link works with a Microsoft Outlook Add-In that is installed on client computers by the Meridian setup program along with the Office link. IBM Lotus Notes can be integrated by installing the link on client computers with the Meridian setup program and deploying an Email Export button to each Notes user’s Universal toolbar.

Note:

Users who save messages to the vault require the Release Workflow privilege.

Configuration of the link is described in the following topics.