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, and in versions of Microsoft 365 Apps for enterprise that Microsoft supports.

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.