HI Justin, thanks for your reply. What about the metadata? If/when I replied, should the metadata in the sent date/time field ( or whatever it may be called) be updated to the new date/time?

Hi, is there any update on this?

Thanks, Valerie

Hi Valerie,

I didn't realize you had replied, sorry about that. The metadata of the original email would not be updated, as you are saving as a new document. So you'd have the original email with it's original metadata, and then a new one with it's new document. Basically, you're saving a specific email in the thread, not the ongoing thread itself, so each instance in Laserfiche would be the metadata for that specific email. 

HI Justin, Sorry but I am a bit confused.

Getting back to what you initially said then  "if you have a copy of your reply selected, it will save that".. how do I 'select' my reply?

I have email that came in Jan 18 ( field "sent date"= Jan 18,2015).

I open that email. I reply to it today. So to select it, I need to go to my Sent folder to find that reply then go to LF ribbon/ do Save to LF as do document and only then the metadata is updated to today's date???

Is that what you are saying?

Thanks VAlerie

Hey Valerie,

It's difficult to describe exactly what to click because it's possible to have your Outlook inbox set up in multiple ways that will change exactly where you need to go to select the reply vs the original email.

Let's think about it in more concrete terms:

In Outlook, you have several panes when viewing emails, I'll focus on the two important panes: (1) your email pane and (2) your reading pane.

The email pane is where you can see a list of all the emails in the folder that you have selected.  This generally will show you the sender's name or email address, the time and date you received it, and maybe a line or two in order to preview the message.

The reading pane is where you can see the content of the email that you have selected.  The reading pane is what shows you the text within the body of the email and any attachments the email contains.  Hopefully this is all familiar terminology to you, but if you have questions about this, please let me know.

What Justin was saying is that when you want to save an email to Laserfiche, you'll want to make sure you select the email from the EMAIL PANE.  When you select the email from the email pane, the content of the email will appear in the READING PANE.  Whenever you select the "Save to Laserfiche" function from the Laserfiche ribbon in Outlook, the email that is selected in the email pane and appearing in the reading pane will be the email that's saved to Laserfiche.

If you select "Save as a new document" this will NOT overwrite the previous email saves that you have done and will NOT update the metadata of any previous emails saved to Laserfiche.  If you are trying to make sure that your emails are saving on top of your old emails and updating the metadata, I would suggest attempting to save as a new version to see if that fits your needs a bit better.

If you have additional questions, please clarify exactly what it is you're trying to do and where you're getting stuck and we'll be happy to offer more assistance.  Thanks for your patience!