Outlook add-in
Get an overview of Ketl's Outlook Addin
With Ketl's Outlook Addin you can:
- File an e-mail and/or an attachment to Sharepoint
- Create tasks tied to documents and calendar
- Retrieve attachments when writing an e-mail
How to file an attachment
Open the add-in by clicking on the ketl icon located in an opened email:
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Click on the “Attachments” icon
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Select the attachment you would like to file
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You can now verify or select the information of the attachment. Common fields are:
4- Project
- Document type
- Date
Fields that do have a red star next to them are mandatory and thus necessary to select before you can save the attachment.
If you want to see in which folder structure the attachment will be copied, simply hover above the filename shown at the bottom of the add-in.
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The filename is constructed on the information above by default. You can edit it yourself if you want to modify or add information.Click on “Save” to file the email to your SharePoint.
3
How to file an e-mail
Open the add-in by clicking on the ketl icon located in an opened email:
1
If you do not see the ketl icon, it can be found inside the “Applications” menu that can be opened via the other highlighted button.
Verify or select the appropriate value in the “Project” dropdown.
2
How to retrieve attachments when writing an e-mail
On an email you are currently writing (for example a reply to an email from a client), open the add-in by clicking on the ketl icon located in an opened email. The add-in will be displayed in “Attachments” mode:
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You can then select the Project where the file you are looking for is located.
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