Archiving e-mails: Templates

You can archive with or without using an archiving template.

• Archiving e-mails

Using the Manage archiving templates Wizard you can create archiving templates for the same settings and manage these by defining a default template.

Archiving You can archive CAS genesisWorld e-mails, documents, tasks and appointments. Before creating a template, you always have to select how you want to archive. The respective templates are created and displayed for each archiving type.

Primary links can be preset in an archiving template on the Address links page if you are using the Premium Edition.

Creating and editing archiving templates

The archiving template wizard is available when you archive in e-mail views or in open e-mails.

If you click a  template in the upper right-hand corner of the Archive e-mails window, the the Manage archiving templates Wizard will open at the first page Overview of archiving templates.

Alternatively, you can edit archiving templates via the Settings window.

On Tools menu, click Settings.

• Open the E-mail tab and then the Archive/Delete tab.
• Select which type of archiving template you wish to edit and click Edit.

In the Wizard you will see that templates are always displayed as either CAS genesisWorld e-mails, documents, tasks or as appointments.

• Overview of archive templates page
• Name of archiving template page
• Participants and resources
• Address links page
• Other links page