Functions in Microsoft Outlook

M-Files offers several features and diverse benefits for the daily handling of e-mail messages and for their utilization in customer relationships. For example, you can automate storing messages in M-Files by utilizing Microsoft Outlook rules and M-Files features. Extensive integration with Microsoft Outlook provides you with, for example, the following features:

  • E-mail messages and attachments can be saved to M-Files in various file formats.
  • You can send an e-mail message and, at the same time, save it to an M-Files vault of your choice by using the Send and Save to M-Files button in the M-Files tab for Microsoft Outlook.
  • E-mail messages can also be saved automatically with their metadata by means of Outlook rules and M-Files features.
  • Contact persons and customers can be automatically associated with e-mail messages.
  • The M-Files flag indicates messages that have been saved to M-Files.
  • Messages related to a particular subject are interlinked in M-Files. Thanks to this, the entire message thread is easily accessible and readable in M-Files.
  • The Show in M-Files function allows you to open a stored message in the M-Files user interface.
  • When an e-mail message is saved to M-Files in Microsoft Outlook, the document date will automatically be the same as the e-mail date, no matter when the message is saved to M-Files.

To disable the Send and Save to M-Files button in Microsoft Outlook, configure these registry setting on the client computer:

Key HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon
Value name ShowSendAndSaveInMFilesTab
Value type REG_DWORD
Description When enabled, the Send and Save to M-Files button is visible in the M-Files ribbon.
Default value 1 Enabled
Value 0 Disabled
1 Enabled

To add the Send and Save to M-Files button to the default composer window in Microsoft Outlook, configure this registry setting on the client computer:

Key HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon
Value name ShowSendAndSaveInBuiltInTab
Value type REG_DWORD
Description When enabled, the Send and Save to M-Files button is visible in the default composer window of Microsoft Outlook.
Default value 0 Disabled
Value 0 Disabled
1 Enabled

The M-Files system administrator can also apply these settings to multiple client computers. For more information, see Configuration Options for the "Send and Save to M-Files" Button.