Uploading E-Mails from Microsoft Outlook

Valid for: yuuvis® RAD client 5.20

yuuvis® RAD Outlook Add-In allows you to file e-mails from Microsoft Outlook directly to yuuvis®. yuuvis® RAD Outlook Add-In adds a new group called yuuvis® RAD to the Start ribbon tab in Microsoft Outlook, which contains the Create e-mail button for inboxes or the Send and create e-mail button for creating, replying, and forwarding e-mails.

E-mails can be filed in yuuvis® RAD client in favorites folders or in a recently opened folder. A maximum of ten recently opened folders will be listed in yuuvis® RAD Outlook Add-In for filing.

To file an e-mail from Microsoft Outlook in yuuvis®, follow these steps

In Microsoft Outlook, select an e-mail or create, reply to, or forward an e-mail.
Go to the ribbon in the yuuvis® RAD group and click Create e-mail. If you want to create, answer, or forward an e-mail, click Send and create e-mail.

A submenu will open, where you can choose a filing location from favorites folders and recently opened folders.
Click the desired filing location.

The e-mail will be shown in the in-tray in yuuvis® RAD client.
Change to the in-tray in yuuvis® RAD client and select the desired object type from the list of object types permissible for the filing location.
If you have assigned an incorrect object type to an object in the in-tray, this error cannot be corrected in the in-tray. Download the document to your local workstation using the Download document file function in the header of the filing area. Then delete the document in the in-tray using the Recycle bin function in the header of the filing area and drag and drop the downloaded document back to the desired filing location. Now you can assign the correct object type to the document.
The index data area and other object information are shown in the filing location.
Enter the corresponding index data in the index data area.

Mandatory fields are indicated by an asterisk.

Depending on the configuration, the e-mail data may already be entered.

Index data fields that are prepopulated by the object type definition are indicated by a df. Fields that are indicated by an ex extract the index data from the metadata of the document file. The Index Data section describes your options for maintaining index data in yuuvis®.
Exit the creation process by clicking File or File and Open.

The object will be filed in the yuuvis® filing system and will open immediately if appropriate.

yuuvis® RAD Outlook Add-In and the required yuuvis® RAD agent will be set up on your workstation by the administrator.