Copy Emails and Attachments from Outlook

The Momentus Outlook Add-in is required to copy emails and attachments from Outlook to the software. You can also use drag and drop to pull emails from Outlook to the software.

To copy an email from Outlook into the software:

  1. Select one or more emails in the Outlook inbox.
  2. Right-click and, at the bottom of the menu, select the appropriate folder to store the emails.
  3. Depending on the folder selected, you are prompted for an account, event, etc.

You can also copy an email from an open email screen by clicking on the Momentus tab in the Outlook Ribbon and selecting the appropriate folder.

 

In addition, you can drag and drop email files into the software directly from your Outlook instance. 

  1. From Outlook, locate and select the email you wish to import. 
  2. Using your computer mouse, drag the email into the Documents folder within the software. 

Note: This requires the Momentus Web Add-in to be installed.

 

Create an Activity for Copied Emails

You can automatically create an activity when you copy an email from Outlook to the software. 

  1. Click the Organization Parameters link from the Main Menu. The Organization Parameters page opens.
  2. Select organization parameter AA (application) 617 (code). This organization parameter creates an activity when you copy a received email from Outlook.
  3. Right-click and select Edit. The Edit Organization Parameter window opens.
  4. Enter the code for the activity type into the Value field.
  5. Click OK.
  6. elect organization parameter AA (application) 618 (code). This organization parameter creates an activity when you copy a sent email from Outlook.
  7. Right-click and select Edit. The Edit Organization Parameter window opens.
  8. Enter the code for the activity type into the Value field.
  9. Click OK.

Related articles

Comments

2 comments

Date Votes
  • Heather Gruppelaar

    Has anyone been able to create an automatic activity to log and view copied emails  in activities in the events folder - as a quick way to view the content of emails, rather than opening up individual emails in the document file.

    0 upvotes

  • Dustin Banks

    Can you clarify a bit more please? When you import an email, there is a configuration for an activity type to create an activity tied to the email. Depending on the version of your software, there is a link to view the email from the activity. 

    0 upvotes

Please sign in to leave a comment.