Outlook online integration overview

When Microsoft Outlook online application is integrated with Content Manager, you can:

• Register an individual email in Content Manager - see Checking in Outlook online items.
• Register the attachments of an email in Content Manager - see Checking in Outlook items with attachments.
• Move one or more emails to a linked folder causing them to be filed in Content Manager
• Create check in styles which presets a particular Record Type and default values for various Record properties - see Creating new Check In Styles.
• Create a linked folder - see Working with Linked Folders.
• Set the default Check In Style, Record Type and locale for email messages - see Setting default Check In Style, Setting default Record Type, and Setting locale.
• Pin the task panel to avoid having to access the menu repeatedly when you have multiple emails to file or view in Content Manager - see Pinning Content Manager task pane.
• View and edit the record properties once an email is filed in Content Manager - see Viewing record properties and Editing record properties.
• Easily navigate to other records related to this record from the context tab - see Context tab.
• Add metadata details, web link, direct link of a record(s) and attach electronic documents in the mail you are composing - see Searching for record(s) and Attaching Content Manager record(s) .

• Initiate Workflows based on existing Workflow Templates and to take action on Workflow Activities - see Workflow.

• Trace the flow of records and the tasks required to be performed on them within your organisation - see Action tracking for a record.

• Record contact details for a record(s) - see Attaching a Contact.

• Configure for accessing multiple datasets - see Accessing multiple datasets.

For details about the integration requirements, refer Content Manager Zero foot print Office add-in section in Content Manager Specifications and Limitations document.