You can define how the ELO Desktop behaves when filing e-mails from Microsoft Outlook in the Configuration under E-mail.

You can organize how elements from Microsoft Outlook (e-mails, calendar entries, tasks) are filed in the Desktop work area.

Manual filing

For example, you can select the e-mails you want to file in Microsoft Outlook while opening the Desktop work area.

In the Outlook elements area (letter icon) in the Desktop work area, the status indicates whether the Outlook elements are already filed to ELO.

Three functions are available:

• Move to ELO: The selected element is filed to ELO based on your configuration.
• Go to: Goes to the filing location in ELO if the element is filed to ELO.
• Refresh: Refreshes the current view. The data is refreshed.

Link folder

We recommend linking the filing of Outlook elements with folders in ELO.

1. Click the folder icon.

The Outlook folder area contains the following sections:

• Selected Outlook folder: The folder selected in Microsoft Outlook.
• Linked folders: Click this button to determine where folder elements are filed to ELO.
• List of linked folders: All existing links in a list.

2. To create a new link, click Linked folders.

The Link Outlook folder dialog box opens.

3. Using the search field above the tree view, you can select a fixed filing path in ELO.

4. Click OK to save the path you have assigned to the Outlook folder.

You will now see this new link in the List of linked folders.

Dynamic extension

This dialog box enables you to define dynamic extensions for the filing path.

1. Click the New folder level button (folder icon with green plus symbol) to create a new folder level.

Optional: Click the Delete folder level button (X icon) to delete any folder levels that you have accidentally created.

2. Select a variable. You can select from ten variables in the drop-down menu.

3. Click the green plus icon to add variables for the folder level.

4. Repeat this process until you have defined all folder levels.

In the preview, you see how the dynamic extension would look with the defined variables.

5. Click OK to save the dynamic extension.

The folder link is defined and appears in the list of linked folders.

The List of linked folders contains all existing links.

Click Go to (yellow arrow icon) to navigate to the filing path in ELO.

Click the Delete button (X icon) to remove the link.

Clicking the Start filing button (green arrow icon) files the elements from the Outlook folder to ELO and creates a child folder structure for filing e-mails.

The status is Filing stopped before initial filing. Under this, you will see the path to the linked Outlook folder and the filing path in ELO.

After starting filing, the status changes to Filing ended/stopped.

The log under this indicates which steps have been performed.