Configuring Email Repository Settings

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Working with KnowledgeTree Client Tools for Windows > Using KnowledgeTree Outlook Integration > Configuring Email Repository Settings

This procedure configures email repository settings for KnowledgeTree Outlook Integration.

Commercial Editions Only

Pre-requisites:

•	KnowledgeTree Client Tools for Windows installed on your machine

Perform the following steps:

1.	Open Microsoft Outlook.

2.	Click KnowledgeTree - Email Repository Settings to open the KnowledgeTree Email Repository Settings dialog box.

3.	Do you want to ...

•

add or edit the KnowledgeTree server and/or the folder location used by Outlook? Click Browse to open the KnowledgeTree Server Connections dialog box. Select an existing server connection, or add a new server connection. Enter your login username and password; then, click Connect. On the Select Email Repository Folder dialog, browse to locate the folder for emails.

Note: For more information on configuring Server connections, see the KnowledgeTree

Installation Guide.

•	change the document type to use as the default document type for saved emails? Click the down arrow at the Document Type pick list to select a predefined Email document type from the list.

Note: The pick list is populated only when there is a valid and connection to

KnowledgeTree. Only email document types that are configured on the selected

server are included in the list. When no Email document types are defined on

the Server, the system automatically saves the email as a general KnowledgeTree

default document type. See the KnowledgeTree Administrator Manual for more

information about Email Document Types (a document type created for saving

emails).

•	define whether or not the system displays a prompt to select a document types when saving emails to KnowledgeTree? Select or deselect the Prompt to Save to KnowledgeTree? check box to define whether or not to enable this feature.

Note: When this check box is de-selected, the system saves emails to the default folder

location specified in the KnowledgeTree Folder field of this dialog. When this check box is

selected, you will be asked to specify a folder location for the email you're saving.

•	define whether or not to disable automatic saving of emails to KnowledgeTree? Select the Disable Automatic Saving of Emails to KnowledgeTree check box to activate automatic saving of emails to the repository. Deselect the check box to specify save settings manually.

Click Ok.

© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.