Checking in email when sending

When composing email, Content Manager enables you to check in the email when sending it.

  1. On the email you are composing, select the Content Manager tab, then click the Check in on Send button.
  2. If you want to change the Style to be different from the default style for sent items, from the drop-down list, select the required Style or Record Type.
  3. If required, a Content Manager record can been attached to the Outlook item before sending, see Attaching record details to new email messages for further details.
  4. Click Send to send the Outlook item and, if selected, check it into Content Manager.   

    NOTE:  

    • The Check in on Send option is not available for items that cannot be sent, e.g. Appointments, Tasks, Notes, Reports, Posts. It is also not available for new Meeting items due to a Microsoft limitation.

    • Emails that are to be "Checked in on send" will arrive in the C:\Content Manager\Transition folder where it will be moved to the C:\Content Manager folder and then checked in to Content Manager. Do not delete either of these folders.

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