Microsoft Outlook: E-mails and attachments

You will find the button for archiving e-mails in Microsoft Outlook in the toolbar of the program window or an opened e-mail.

Archiving e-mails

You can archive one or more selected e-mails using the Archive drop-down list for CAS genesisWorld. However, to do this, you have to ensure that a CAS genesisWorld Desktop Client is installed on your computer.

Click Archive and, if necessary, choose whether you want to archive As an e-mail, Document, Task, or Appointment in the drop-down list.

The CAS genesisWorld E-mail archiving window opens.

• Select a template or define the archiving settings.

• Archiving e-mails

Archiving e-mails when sending

Once you have composed an e-mail, you can simultaneously send and archive the e-mail in the Microsoft Outlook e-mail window.

Click Send & Archive and select in the drop-down list whether you want to archive the e-mail as e-mail, document, task, or appointment.

The CAS genesisWorld E-mail archiving window opens.

• Select a template or define the archiving settings.

Opening archived e-mails

Whether or not an e-mail has already been archived is displayed at selected e-mails. The data record of the archived e-mail can be opened in CAS genesisWorld directly from Microsoft Outlook. How you configure the settings in the CAS Outlook Add-In determines the type of client the archived e-mail will open in. To use this function, the sidebar function must be activated in the CAS Outlook Add-In settings.

• Configuring the CAS Outlook Add-In

If an e-mail has already been archived, the This e-mail has already been archived in CAS genesisWorld link is displayed in the lower area of the window.

• Click the link to open the archived e-mail in CAS genesisWorld.

Archiving attachments

You can archive one or all e-mail attachments as document data records in CAS genesisWorld using the Microsoft Outlook Attachments toolbar functions.

• Open the desired e-mail.
• Open the context menu in the row with the attachments and then click Archive as a document.
• In the Archive as document window, select the attachments you wish to archive and click OK. For each attachment you selected, a document data record is created in CAS genesisWorld.

After archiving, a document list with the archived attachments opens if a CAS genesisWorld Desktop Client is installed.

Opening archive documents from attachments

If CAS genesisWorld document data records have been sent as an attachment of an e-mail in GBT format, you can open the corresponding archive document directly from Microsoft Outlook.

To open archive documents from attachments, the Use the extended Microsoft Outlook integration with CAS genesisWorld option must be activated.

• Configuring the CAS Outlook Add-In

• Open the desired e-mail.
• Click the Open a file for reading button. Alternatively, you select the Open a file for reading entry in the context menu of the attachment.

The archive document opens in the corresponding program.