Save emails and attachments using the iManage Work panel in Microsoft Outlook

NOTE:

The iManage Work panel appears/is visible only when one email is selected. Due to Microsoft Outlook limitations, multi-select is not supported. If you select more than one email, the panel closes.

Saving emails and attachments

  1. Select the email that you want to save or the email for which you want to save the attachments.

  2. Select iManage Work from the toolbar. To add the option to the toolbar, see Adding the iManage Work option to the toolbar.

  3. From the panel that opens, select File.

    NOTE:

    You cannot select a specific attachment for filing to iManage Work using the File option. You can file all the attachments only in the selected emails. To select and file only the attachments to want, select the Save attachments option in the iManage Work panel.

  4. Navigate to the desired location in iManage Work and choose Select.
    The email and all its attachment(s) are saved to iManage Work.

NOTE:

  • You can also drag email attachments to the desired folder in iManage Work. For more information, see Dragging folders, files, emails, and attachments into iManage Work.

  • For Microsoft Outlook emails that are saved to iManage Work, the images/download/thumbnails/125064273/FiledLabel.png label appears in the list view and to the right-side of the email subject in the reading pane. T he filing location is displayed at the top of the iManage Work panel.

Figure: Filed email (with attachment)

images/download/attachments/125064273/Filed_EmailWithAttachments.png

Selecting the attachments to save

  1. Select the email that you want to save or the email for which you want to save the attachments.

  2. Select iManage Work from the toolbar. To add the option to the toolbar, see Adding the iManage Work option to the toolbar.

  3. From the panel that opens, select Save attachments. All attached files are selected by default.

  4. (Optional) Clear the check boxes for the attachments that you do not want to save. The New Document option is enabled and the New Version option remains disabled until you clear the check boxes for all but one attachment.
    Figure: Save Attachments options
    images/download/attachments/125064273/Panel_SaveAttachments.png

  5. Select New Document. Navigate to the desired location in iManage Work and then choose Select. The files are saved to iManage Work and the following notification is displayed above the email body:
    Figure: All files saved
    images/download/attachments/125064273/AllFilesSaved.png

    (Alternatively) Select one of the attachments and then select New Version to save the attachment as a new version of an existing file in iManage Work. Perform the following steps:

    1. Navigate to the desired location and choose Select.

    2. (Optional) Add Comments and Subclass for the new version and select Save.
      The attachment is saved to iManage Work as a new version and the following notification is displayed above the email body:
      Figure: File saved
      images/download/attachments/125064273/FileSaved.png

Savings emails and attachments using the iManage Work view in the panel

Alternatively, you can save Microsoft Outlook emails and attachments by selecting and dragging the required email to the location you want. For more information, see Dragging folders, files, emails, and attachments into iManage Work.

You do not need to navigate and drill down the entire hierarchy of folders and subfolders each time you have to file an email. With the default email filing folder defined for an iManage Work Server and the same existing in a workspace, you just need to select the required workspace and file to it. The email is automatically saved to the default email filing folder in the workspace. For more information configuring the option, refer to the Default Email Folder section in iManage Work Server Administration Guide .