Outlook Connector / Overview¶
The Outlook Connector delivers a faster method of saving/archiving emails into MAGIQ Documents without having to open separate modules (such as Document Workbench) and to automate the capture of meta data from the original email.
Features include:
- Display MAGIQ Documents folders in a separate "MAGIQ Documents” panel within Outlook to enable drag and drop of emails.
- When composing a new email – the ability to insert an MAGIQ document (same as the "Attach File" process for inserting documents from local PC).
- Set Preferences for MAGIQ Outlook Connector including default Document Type.
- Auto-complete MAGIQ Documents Meta Data fields based on Email (e.g. Correspondent Name & Document Description).
- Outlook Action After Save: choice of None, Delete or Prefix Email Subject with Document ID.
- Save email into MAGIQ Documents as a .msg for opening in outlook from MAGIQ Documents.