Content Manager 25.2 Office Integration Help

# Working with Outlook Items

## Opening Checked in Outlook Items

1. Select an Outlook item that has been checked into Content Manager.
2. Click Open Record.

The record will open in the Content Manager desktop client or Web Client where it can be previewed and updated if required.

## Opening Linked Folders

### Container

On an Outlook folder that has been linked to Content Manager using Linked Folders, you can open the linked Container in the Content Manager desktop client or Web Client. To do this:

1. Click the drop-down menu on Open Container and then click Container.

An Content Manager Web Client browser window will open, displaying the records contained within the Container associated to the selected Linked Folder. The records can be previewed and updated from this browser window, if required.

### Classification

Using the Check In Style feature in the Content Manager desktop client or Web Client, you, or another user can on your behalf, can create a Check In Styles. Additionally to creating a Check In Style associated to a Container, in the Web Client, a Check In Style that is associated to a Classification title can be created.

If a Check In Style that is associated to a Classification title has been used to set up a Linked Folder in Outlook, you can open the linked Classification in the Content Manager Web Client. To do this:

1. Click the drop-down menu on Open Container and then click Classification.

A new Content Manager window will open, displaying the records contained within the Classification associated to the selected Linked Folder. The records can be previewed and updated from this window, if required.

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Version 25.2 | Last updated July 2024
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Product: Content Manager 25.2

Topic Title: Working with Outlook Items