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Question

Saving Outlook emails to Laserfiche

asked on March 14, 2017

We are starting to use Email Manager to archive emails as they are sent and received based on certain criteria and our attorneys have a huge back log of emails pertinent to their case files that they also want saved to Laserfiche. I'm talking 100's of emails. I have come up with a procedure that will save the email using the specific template and populate the metadata with the Outlook properties as a batch. However I am finding that particularly with the CC field if the current email's CC field is blank/empty/null and the preceding email had a value in it's CC field, that the value of the preceding CC field is carried over which is not what I want. Is there a way of keep the preceding information from being carried forward?

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Replies

replied on March 14, 2017

I don't know how actively the Email Manager developers monitor these forums.  If it's urgent you should use the contact information on their product page.

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replied on March 15, 2017

The issue with the data carry over is actually occurring through Laserfiche. The batch "archiving" is being done using the laserfiche add-in in Outlook to save the emails to the appropriate laserfiche location. I don't know if this is because I'm mapping metadata from Outlook properties into a laserfiche template.

Would it be possible to code to initialize the fields prior to each transfer to ensure there is no carry over?

I will check with Email Manager for upgrades that might allow for archiving multiple emails at a time.

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