• Email Document Type
• Moving an Outlook item to the Document Manager
• Copying an Outlook item to the Document Manager
• Creating a link to an Outlook item

Email Document Type

You can add Outlook messaging items to the Document Manager. These include:

• Email message
• Calendar items
• Contacts
• Tasks
• Notes

These items can be moved, copied, or linked on the Document Manager, either through drag and drop or copy and paste from Outlook to a location on the Document Manager.

Copies are created by left click dragging the item from Outlook. Moving or linking an item is accomplished by right click dragging the item and selecting the appropriate item from the menu displayed when dropping on the Document Manager.

Once the items are added to the Document Manager, they are treated as document links and given a document number. To see the properties, right-click the item and select Properties.

Issues can also be automatically created around any Outlook item by dragging and dropping the item to the Issues Pane.

Shortcut links are available for Outlook 2003, while other functionality is available for Outlook 2000 and later.

Related Topics

• Moving an Outlook item to the Document Manager
• Copying an Outlook item to the Document Manager
• Creating a link to an Outlook item