The Outlook add-in lets you save emails and their attachments to AODocs Document Management libraries using Google Cloud Storage or Azure Blob storage. You can also use the Outlook add-in to pick attachments from AODocs and add them to a draft email.
Learn more: Where is my content stored?
This article explains how use the Outlook add-in to save emails to Document Management libraries.
Automatically generated table of contents
Select the save option: single email or batch
Note: You can save an email to a given library and document class only once. However, you can save it again to another library or to another document class.
1. Select the email you want to save to AODocs.
2. Open the Outlook add-in options. Depending on whether you're using the Outlook desktop app or web app and whether you're on Windows or Mac, there are various ways of doing this: you can click the AODocs button in the action bar or open the More actions menu in the email. Then select Save this email or Save a batch of emails.
3. In the side panel, enter the name of the AODocs domain you want to access and click Sign in.
4. Follow the sign in process.
Save a single email
2. Define the:
- library – only libraries using Google Cloud Storage or Azure Blob storage and in which you are contributor are listed
- document class – only document classes with a String property named Email ID and in which you have the right to create documents are listed (learn more: Set up libraries for use with the add-in)
- document title – by default it is the email subject, but you can change it if required
3. Click Save to AODocs.
A document is created in the library. It contains:
- an EML file as a document attachment
- the attachments of the email (if any) as document attachments
- the email body imported as the document description
- the properties of the email (Sender, Recipients, etc.) saved the corresponding document properties, if they exist
Create rules for batch saves
2. Click Create a rule or Edit rules. The add-in dashboard opens on the Rules tab.
3. Click Create a rule.
- a name for your rule
- a description, if required
- one or more folders to import from
- the target library – only libraries using Google Cloud Storage or Azure Blob storage and in which you are contributor are listed
- the target document class – only document classes with a String property named Email ID and in which you have the right to create documents are listed (learn more: Set up libraries for use with the add-in)
5. If required, select the checkbox Save any emails in subfolders too.
Important: You can only select this checkbox when you create a rule. It isn't available when you edit a rule subsequently.
3. Click Save.
Run the batch save
2. Click Save to AODocs. The emails specified in the rules you defined are saved to AODocs as separate documents. Each document has the same characteristics as documents created individually.
The batch save can take several minutes, depending on the number of emails. Click See import progress to follow its progress.