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Question

Add Email Metadata After Outlook Import

Laserfiche Version 9
Updated June 14, 2017
asked on May 5, 2017

Is there a relatively easy way to update the Email metadata (Received, Sender, Recipients, etc.) after an Outlook email has been imported into the Laserfiche repository?  A user dragged and dropped over 2000 emails into Laserfiche without first setting the New Document>Outlook>Field Associations.  Assigning the Email template to the files isn't a problem, but is there a way to get the information into the metadata fields?

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replied on May 5, 2017

In Tools\Options, there is a place to set defaults for this:

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replied on June 12, 2017

Hi Connie,

I'm not sure if you know the answer to this, but if this setting is selected but the email is filed in a folder where there is an assigned template: which template will the email be assigned?

 

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replied on June 14, 2017

I'm not sure, but I'm thinking that if you have a Workflow watching a specific folder that will specifically add a template, that workflow will over-write whatever you have set for importing emails.

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replied on June 14, 2017

Rather than a workflow, I'm thinking of the option of inheriting the parent folder's template available in the tools menu:

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replied on June 14, 2017

Ah, I haven't used that feature.

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replied on May 10, 2017

Thanks, Connie.  We set the template and the default options for the user and future imports should be good to go, but we are trying to figure out how to populate the metadata for the emails that were imported in to Laserfiche before the defaults were set.

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