Automatic filing

You can set up automatic e-mail filing here.

Please note: Automatic e-mail filing is not possible in the following cases: (1) The Outlook folder to be filed is a public Microsoft Exchange folder, an IMAP folder, a folder in an MSN Hotmail account, or a Microsoft SharePoint Foundation folder. (2) The permissions level for the folder is set to only Read. (3) The store provider does not support hidden elements.

To make the most of the automatic e-mail filing function, we recommend creating rules in Microsoft Outlook for automatically moving e-mails to specific folders.

Select the Outlook folder for automatically archiving e-mails in the top area.

Fixed filing path: Click the Search button to select a fixed filing path in ELO. Click OK to save the filing path you have assigned to the Outlook folder.

The new assignment is now listed in the Repository area of the configuration.

Dynamic extension: Here, you can define dynamic extensions for the filing path. You see your defined folder levels in this field.

Preview: You see in this field how the dynamic extension you created would look in your repository.

New folder level: Click the New folder level button to create a new folder level. You can select from eleven variables in the drop-down menu.

Delete folder level: Click the Delete folder level button to delete any folder levels that you have already created.

Variables: Eleven variables are available for creating a dynamic extension. Click the green plus icon to add a folder level.

OK: The automatic filing is saved. The next time an e-mail arrives in the defined Outlook folder, filing will begin automatically.

If you have already automatically assigned a folder to the repository, the details of this are displayed when you click the Repository area of the configuration.

Click the Delete button to delete an assignment. To activate or deactivate an assignment, click the Activate or Deactivate buttons.

Details are listed for each assignment:

  • The Status shows whether the service is running.
  • Outlook folder
  • Path to the Outlook folder
  • Repository folder
  • Path to the repository folder
  • Dynamic extension (if created).

In the log overview, you see which entries were automatically filed to the repository and when they were filed.

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