Vault’s Microsoft Office compatibility now extends to Microsoft Outlook - enabling users to access correspondence check-in from within Outlook. Users can now multi-select their email messages and check in using the ribbon commands to assign emails to a folder within the vault.
Alternatively, users can map folders in Outlook to Vault folders so drag drop or email rules can be utilized to automate the add to Vault process. For example, in the image below, I’ve mapped a Work Order folder from my inbox to a Vault Project Folder. I’ve set up an Outlook rule for all emails that pertain to the Work Order, and now every email is automatically added to Vault in that Project folder.
So, how does this look in Vault? Once checked in, attachments in email are represented as Vault attachments.
Finally, you’re able to preview and read email correspondence within the Vault Explorer Window.