Saving messages in M-Files Folders
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For the latest content, please go to the user guide for M-Files Online. For information on the supported product
versions, refer to our lifecycle policy.
In addition to using the Save to M-Files function, you can save messages to M-Files by using M-Files folders. This offers several additional features for saving messages:
- You can save messages quickly and easily by dragging them to M-Files folders in Microsoft Outlook.
- M-Files folders are automatically available to you in Microsoft Outlook if M-Files has been installed on your computer. Automatically used M-Files folders correspond to the M-Files vaults to which you have added a document vault connection.
- The messages are always copied from their original folder in Microsoft Outlook: messages are not removed from their original Microsoft Outlook folder when you move them to the M-Files folder.
- You can specify automatically populated metadata for each M-Files folder.
The functions described in this section are available in Microsoft Outlook versions 2013, 2016, and 2019, and in versions of Microsoft 365 Apps for enterprise that Microsoft supports.