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Configure Outlook Addin

Once installed, open your Outlook and note that a new menu now appears in the menu bar, open this menu and select the [Configuration] item.

In the configuration form, you have to put the following information:

  • Username:  the username you use to log in into the system
  • Password: the password you use to log in into the system
  • URL: your system instance address
  • Folder: the destination folder that will receive the emails to be stored
  • Language: the language for the emails you will store into the system
  • Enabled automatic title composition: when enabled it uses the value of the tokens in the field below to compose the file name with which the message will be saved in LD
  • Title schema: sequence of tokens used to compose the file name with which the message will be saved in LD
  • WFldr target: target folder that maps to the "LogicalDOC watched folder" monitored folder created by the plugin. When a message is copied or moved to the "LogicalDOC watched folder", the message is automatically recorded as a .msg file in LogicalDOC.
  • Enable attachment selection: when enabled, it allows the selection of attachments to be saved in LogicalDOC.

Confirm the parameters by pressing [OK] and that's all. Of course, you need to configure just one time, since all this information is saved into your hard drive. In any moment, you can re-open the configuration form and change what you want.