Configuring Outlook email options for GoFileRoom

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If you have administrative privileges, you can follow these steps to manage index field mapping, attachment filenames, and email cross-referencing capabilities for Outlook email messages that are stored in GoFileRoom.

Note: These options will not be available if this feature is not enabled for your firm.

  1. Choose Administration > Manage Configurations from the GoFileRoom toolbar.
  2. Click the Email Settings tab.
  3. Select the drawer that requires advanced Outlook configuration from the Drawers field.
  4. To configure mapping for an index field, select the desired Outlook field from the drop-down list in the Outlook Mapping column (From, To, CC, Subject, Message, or Date).
  5. In the Sent FileName column, select an index value to be used for a document's filename when it is sent as an attachment to a GoFileRoom email message. There is no limit to the number of index fields you can use to configure attachment filenames.

    Notes

  6. Click the Upload button.

    Notes

    • The Cross Ref. File column may be used only if index field mapping is used on a field.
    • The cross-reference file must be a text file and its contents should contain the value that is expected from the email, a delimiter, and the associated cross-reference value. Each row represents a new value.
    • If the mapped value is an email address found in the cross-reference file, GoFileRoom will populate the associated value when the email message or attachment is indexed.
  7. Browse to your cross-reference text file, select the delimiter that is used, and click Save.
  8. To view the active cross-reference file that is used, click View in the Cross Ref. File column.

    Note: You cannot delete a cross-reference file; however, you can replace one.

Related topic: GoFileRoom configurations overview

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