How to save emails in Outlook after filing them in Newforma

1. Open Microsoft Outlook.

2. Click More > Options from Newforma Add-in for Outlook Ribbon Bar to open the Edit Email Filing Options dialog box, as shown here:

3. The Move Filed Email to field lists the folder in which email messages are sent to after they are automatically filed. Click the button to change the location. Mark the Move Manually Filed Email to checkbox to save manually filed email messages to the same folder. Email messages will automatically be moved to and saved in the indicated folder in Outlook when they are filed from Outlook to Newforma.

4. Restart Newforma and Outlook.