Associating Messages with Contacts

You can use M-Files Admin for specifying messages to be automatically associated with contact persons and customers saved in M-Files on the basis of the sender and recipient information. A message from, for example, [email protected] can be automatically associated with the contact person Matt Bay and the customer ESTT.

Note: This feature is available in Microsoft Outlook versions 2013, 2016, and 2019, as well as in Office 365 ProPlus versions currently supported by Microsoft according to their lifecycle policy.

When the user is saving an e-mail message to M-Files in Microsoft Outlook, M-Files looks for similarity between the e-mail addresses in the message and the properties that have been specified in M-Files Admin. On the basis of similarity and the properties specified by the administrator, M-Files automatically associates the message with customers or contact persons when the message is saved in the M-Files folder in Microsoft Outlook. For more information on how to specify the properties in M-Files Admin, see Email Client Integration Settings.

This automation takes place on a vault-specific basis (with a vault-specific M-Files folder in Microsoft Outlook), also applying to all subfolders of the M-Files folder in question.