Configuration in Outlook
SharedMails can be configured for any Outlook folder. Open the folder’s context menu to access the SharedMails properties window.
Under the "General" tab
- Activate the Outlook folder for SharedMails
- Paste the URL of a SharePoint document library
- Activate the URL as the homepage for this folder
- Enter credentials if necessary
- Test the server connection
Under the "Content Type" tab
- Specify default or specific content type
- Ability to create columns if necessary
On the "Metadata" tab
- Specify how to the filename is created in the SharePoint document library
- We recommend using a unique number for the filename
- Specify how the standard metadata for e-mails should be stored in the document library
On the "Extended Metadata" tab
- Specify additional columns and values to be stored in the document library
On the "Info" tab
- Click the icon to access the SharedMails homepage
