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 describes how to save email attachments to AODocs.
Important:
– Only the email attachments are saved. The body of the email is not attached to the target document or version, and any email properties such as sender, email ID, or date, are not saved even if the document class contains these properties. Learn more: Set up libraries for use with the add-in.
– There is no limit to the number of times you can save an email attachment to AODocs, whether in the same document or in other documents.
Automatically generated table of contents
Select the Save attachments option
1. Select an email containing at least one attachment.
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:
- Click the AODocs button in the action bar and select Save attachments.
- Open the More actions menu in the email, then select AODocs > Save attachments.
3. Select the email attachments you want to save, then click either New document or New version.
Create a new document
1. If you chose to create a new document, 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 in which you have the right to create documents are listed
- document title – by default it is the email subject, but you can change it if required
2. Click Create.
A new document is created containing the attachments you selected.
Create a new version of an existing document
1. If you chose to create a new version, 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 in which you have the right to create documents are listed
2. Click Next.
3. Select the document for which you want to create a new version.
Tips:
– Use the search box to find your document if the list of documents is long.
– Click the Open in new tab button to open the document in the AODocs interface.
3. For each email attachment you selected, define whether to:
- add it as a new attachment
- replace an existing document attachment
4. If you chose to replace an existing attachment with an email attachment of a different name:
- select the Keep this name checkbox to keep the name of the existing document attachment when you replace it with the new email attachment
- leave the Keep this name checkbox unselected to use the name of the email attachment
Note: If your email attachment has the same name as the document attachment, this checkbox has no impact.
In the example below, the email attachment "Recruitment Drive.docx" will replace the document attachment "SalesRecruitment.docx" in the new version, and the document attachment will be named "SalesRecruitment.docx".
5. Click Save.
A new document version is created containing the attachments you added and any document attachments from the previous version.