Content Manager 25.1 Outlook Online Integration Help

# 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.

IMPORTANT: If you are using the desktop version, you can access all the options from the Content Manager ribbon instead of More actions.

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

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Outlook online integration overview