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This topic provides information about working with KnowledgeTree Outlook Integration - a KnowledgeTree Add-in for Microsoft Outlook.
Note: The Microsoft Outlook user interface has two levels, or windows. The main (explorer) window loads when Microsoft Outlook starts. The Inspector window opens when an email item is opened.
The table defines the functionality available through KnowledgeTree Outlook Integration:
Feature
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Function
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Archive emails, including their attachments
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Saves emails, including attachments, to a location that you select in KnowledgeTree, or to a predefined location in KnowledgeTree
Note: This feature allows you to optionally add metadata.
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Send files from KnowledgeTree as attachments with outgoing emails
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Allows you to locate a file in KnowledgeTree, from within Microsoft Outlook, and attach the file to an outgoing email.
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Email archive prompt
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Configure the KnowledgeTree Outlook Add-in to display a system message that asks you, when closing emails, whether to save the message to KnowledgeTree, if it has not yet been saved to KnowledgeTree
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Add Email metadata
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Extracts and populates the following email metadata in KnowledgeTree: Subject, To, CC, Date, Sent.
Note: The KnowledgeTree administrator defines Email document types on the server - this allows the setting of the metadata to KnowledgeTree.
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The KnowledgeTree Tools installer adds KnowledgeTree buttons and a KnowledgeTree menu to the Microsoft Outlook toolbar:
KnowledgeTree Save Email button
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The KnowledgeTree Save Email button saves the currently selected, unsaved email to the KnowledgeTree repository.
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KnowledgeTree Save Attachment button
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The KnowledgeTree Save Attachment button saves attachments to the repository. A system dialog allows you to select a location when saving the attachment.
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KnowledgeTree Attach Files
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When composing an outgoing email message, this button opens KnowledgeTree Explorer, where you can locate a file to attach to your message.
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KnowledgeTree menu
Note: Use the following keyboard shortcut to open the KnowledgeTree menu in Outlook: Alt+K
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Email Repository Settings
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This menu item opens the Email Repository Settings dialog box to define the following settings:
| • | location of the KnowledgeTree server |
| • | location of the folder used to store emails |
| • | the default email document type |
| • | whether or not to display Save prompt |
| • | whether or not to disable automatic Save |
Note: Server settings are pre-configured for KnowledgeTreeLive.
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KnowledgeTree Online
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The menu item opens the KnowledgeTree website.
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About KnowledgeTree Tools
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This menu item displays system information relevant to the currently installed version of KnowledgeTree Tools.
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Note:
The KnowledgeTree buttons on the Outlook toolbar are enabled only when the currently selected email allows the functionality provided through the toolbar button. For example, KnowledgeTree Save Email is enabled only when you have selected a previously unsaved email; and, when selecting a saved email that contains an unsaved attachment, only the KnowledgeTree Save Attachment button is enabled.
Note: KnowledgeTree Outlook actions (e.g. save emails / save attachments) may be performed on a maximum of 10 simultaneously selected emails.
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