Archive Sent Email

  1. When viewing a sent email in Microsoft Outlook press the 'Add to DocPoint' button from the DocPoint toolbar.

  2. An email profiling screen will appear (see figure 6.17).

    Figure 6.17: Archive Sent Email - Profile
    Image outlook_toolbar_outbound_cabinet_folder

  3. Enter the following email parameters:
    Subject
    a subject describing the email.
    Writer
    the author of the email.
    Cabinet
    select the email's relevant filing cabinet.
    Folder
    select the email's relevant folder.
    Add to Tasks List (optional)
    select this checkbox to add the reminder as a task in your Outlook tasks list.

  4. You can tag the email with relevant keywords. This is optional and not mandatory. If you do not want to add keywords you can press the 'Add to DocPoint' button to add the email to DocPoint. If you want to add keywords to the email to improve search capabilities perform the following:
    1. Click on the 'Keywords' tab (see figure 6.18).

      Figure 6.18: Archive Sent Email - Keywords
      Image outlook_toolbar_outbound_keyword

    2. Select a keyword group.
    3. Select the keywords relevant to your email.
    4. Press the right arrow button to attach the keywords to the email.
  5. Press the 'Add to DocPoint' button to archive the email.

DocPoint, Document Management Software, Do-It! Software Ltd.