Users can add an Outlook message or an attachment in an Outlook message via the Notes & Attachments buttons throughout the system.
Attaching an Outlook Message
To attach an Outlook Message users can select Add/New Attachment and select Outlook Item and then Outlook Message. The below screen will pop up allowing users to select the message they wish to attach.
Select the folder where the Outlook message is located.
Highlight the Outlook message to be attached and click Select Item. Users can view the message prior to attaching by highlighting the message and clicking View Message.
The below screen will pop up informing users where the Outlook message is going to be saved. Users can rename the file if required then click Save.
The Outlook Message has now been added as an attachment to the new note. users can then enter note text and click OK to save the note.
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Attaching an Outlook Message Attachment
To attach an Outlook Message Attachment users can select Add/New Attachment and select Outlook Item and then Outlook Msg Attachment. The below screen will pop up allowing users to select the message attachment they wish to attach.
Select the folder where the Outlook message is located.
Highlight the Outlook message to be attached and click Select Item. Users can view the message prior to attaching by highlighting the message and clicking View Message.
The below screen will display the attachments for the selected Outlook message. Select the attachment required and click Select Attachment.
The below screen will pop up informing users where the Outlook message attachment is going to be saved. Users can rename the file if required then click Save.
The Outlook Message attachment has now been added as an attachment to the new note. users can then enter note text and click OK to save the note.
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