Sending and filing emails
The Select Filing Location dialog box appears after you select Send for any email (new emails, drafts, or emails in your Inbox and Sent Items folder). Select the desired location on the server you are connected to or on the iManage Work Servers that you recently connected to from the Suggested Locations Recent Locations list, and select Send and File. The iManage luggage tag is added to the email and the filing locations are displayed in the Cc field.
For more information about using the Select Filing Location dialog box, see Filing an email to multiple locations.
Adding a subject for filed emails
While you Send and File emails from Microsoft Outlook, you can add a desired subject to the emails for your reference using the Filed email description field in the Select Filing Location dialog box. The subject of the emails in Outlook remains unchanged and the description you add is displayed in the Subject field of the emails filed to iManage Work.
Figure: Filed email description field
For example, you want to email a draft of the service contract to Riverside Corp. who is a prospective client with the subject: Contract for perusal. You may want to save this email to iManage Work with the subject: Riverside Corp: Follow up and close deal. This helps you or your partners know at a glance what action is required next when they look at the email later in iManage Work.
The Filed email description field is available when you try to Send and File new emails that you are composing, and Reply to or Forward filed emails. It is not available for emails that have a luggage tag, such as, when you do a Reply all for filed emails. The character limit for the text you enter is 254 (as imposed by Outlook).