Email Document Types

Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Email Document Types

KnowledgeTreeTM Outlook Integration is a component in the KnowledgeTree Client Tools for Windows toolset, which is available in the KnowledgeTree Commercial Editions - SMB and Enterprise.

KnowledgeTree Outlook Integration allows KnowledgeTree Commercial users to save emails and attachments from Microsoft Outlook to the KnowledgeTree repository, and to attach files directly from the repository to outgoing email messages.

The KnowledgeTree system administrator configures email document types on the Email Document Types page in the Document Metadata and Workflow Configuration section of DMS Administration. When configuring email document types, all email document type names must end with the word 'email' - e.g. Order Email, or Records Email.

Default Fieldset for Email Document Types

When adding document types in the Email Document Types section, a default fieldset is added to the email document type. This email fieldset includes the following set of predefined metadata fields:

The system uses the email fieldset to gather standard, email-related metadata, which it saves to KnowledgeTree when storing the email.

Important

Although the metadata fields in the email fieldset are editable in DMS Administration, we strongly recommend that you do not change these settings, including field names. Changing the defaults will prevent the KnowledgeTree Outlook Integration tool from successfully gathering the metadata that is used for the efficient storage and retrieval of emails in the repository.