Content Manager 25.1 Office Integration Help

# Linked Folders

Linked Folders allow you to set up links between specific Outlook folders and Content Manager by using Check In Styles.

By having Linked Folders setup in Outlook, you can easily check in emails into Content Manager by simply moving a mail item (or multiple items) from your Inbox to the folder that has been linked to Content Manager.

To create, modify or delete Linked Folders in Outlook, see Check In Styles and Linked Folders for details.

Notes:

- Dragging items in Outlook - when dragging a large number of items into a managed folder, they may not all be processed into Content Manager and no error messages appear. The items will however be placed in the selected folder. It is recommended you use the Clear Backlog function in the Content Manager Check In Styles panel in Outlook if the above occurs, this will process any unprocessed items in the selected folder.
- Content Manager linked folders and public folders on the Exchange Server – It is not supported for more than one user to link public folders.
- A linked folder cannot be created using a linked folder from any of the following Outlook folders: Sent Items, Content Manager, Transition, Drafts.
- Linked folders - Sent Items folder - it is not possible to make a link to the Sent Items folder to capture all outgoing messages. The Sent Items folder is linked as a managed folder internally by the Content Manager Outlook integration. You can selectively check in an item sent rather than all items sent from their account. This will avoid noise emails being checked in to Content Manager. If you want to check in all items sent from an account, it is suggested to use an Inbox rule that copies them from the Sent Items folder to another folder which can be linked to Content Manager.
- The Content Manager Sent Items folder is a hidden folder. If emails are not being sent from this folder, it can be made visible so that the emails can be managed manually. To make the Content Manager Sent Items folder visible, go to the preferences file in C:\Users\<username>\AppData\Roaming\Micro Focus\Content Manager\OfficeIntegration\ and set the HideSentItemsFolder property to False. Outlook must be restarted and then a connection attempted to prompt Outlook to pick up the change of preference.
- Canceling items dropped into a linked folder - click the Cancel button to cancel the creation of item in Content Manager. The items are still moved to appropriate folder in Outlook, however, the user will still need to use Clear Backlog to reprocess the items.

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

Topic Title: Linked Folders