Edit Email Filing Options dialog box

Use this dialog box to:

Newforma - Items to File

Move Filed Email to

Select the email folder in which to move email messages after they are filed. Click the dotdotdot.bmp icon to select a folder. For example, you can have email messages automatically moved to the Deleted Items folder if you want to delete them after they are filed to a project.

Store in Project Subfolders

Mark this checkbox to move the filed email message to a subfolder within the folder selected in the field above. The subfolder will be created for you automatically and is given the label listed in the Email Folder Label field of the Admin tab of the Edit Project Settings dialog box..

Automatically File Items from My Newforma Items to File Folder

Mark this checkbox to have the Project Center Server automatically file items you placed in Microsoft Outlook's Newforma - Items to File folder at a set interval. When you drag and drop email messages into Microsoft Outlook's Newforma - Items to File folder, the Project Center Server files them in Project Center and moves the messages to Outlook's Deleted Items folder. See File Email Items Automatically Using the Project Center Add-in for Microsoft Outlook for more information.

File in Project

Move Manually Filed Items to folder above

Mark this checkbox to automatically move email messages to the email folder selected in the Move Filed Email to field above after you manually file them by clicking the File in Project button from Microsoft Outlook. If this checkbox is cleared, the email messages will not be moved after they are filed.

Advanced

Click to open the Advanced Filing Options dialog box to select additional methods of handling email messages after they are filed.

 

To access this dialog box