Creating Outlook folders for ControlPanel profiles

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The GoFileRoom ControlPanel allows you to create Outlook folders for your ControlPanel profiles. When you drag and drop email messages into such an Outlook folder, the messages and attachments are indexed according to the profile and added to GoFileRoom.

Follow these steps to create an Outlook folder for a ControlPanel profile.

  1. Enable ControlPanel Outlook Integration. Start > All Programs > GoFileRoom.
  2. Open the ControlPanel and select the Profiles tab.
  3. Select the desired profile from the Profile Name drop-down list.
  4. Select the Settings Settings button button.
  5. Tick the Add profile to GoFileRoom folder in Outlook checkbox.
  6. Choose a default option for how messages and attachments should be stored. You can choose to save them as a single file (.msg) or as separate files in GoFileRoom.
    • Add As Single File (.MSG): If you select this option, the email is imported into GoFileRoom as an MSG file. The imported file maintains its email characteristics in GoFileRoom. You will be able to reply to the imported email, forward it, view the recipient list, and so on.
    • Add As Separate Files: If you select this option, the email is imported as separate files for the email and any attachments. You will be able to index each component as a separate document. The message body is imported as a text file. Attachments are imported in their native format.

    To view these options every time you drag files to the Outlook folder for this profile, tick the Show these options each time checkbox.

  7. Select Save in the toolbar to save your changes to this profile.

Your profile folders are created in a GoFileRoom folder in your Outlook Mailbox. The Outlook folder name will match the name of the profile in the ControlPanel.

Notes

  • Items in ControlPanel profile folders in Outlook are located in the %userprofile%\AppData\Roaming\GoFileRoom\GFROutlook\DocstoAdd folder.
  • These items will be deleted on successful upload.

If you want to stop items being deleted on upload, clear the Delete Backup Copy Upon Successful Upload checkbox in the Purge Settings on the ControlPanel Configurations tab.

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