Create, Send, and Archive Outgoing Email

1. Create an email in Outlook - but don't press 'Send'.
2. To send the email and archive it in DocPoint at the same time, press the 'Add to DocPoint and Send' button from the toolbar (see figure 6.14).

   Figure 6.14: DocPoint Toolbar in Outlook

   

3. An email profiling screen will appear (see figure 6.15).

   Figure 6.15: Add Outgoing Outlook Email to DocPoint - Cabinet and Folder

   

4. Enter the following email parameters:

   Subject

   a subject describing the email.

   Writer

   the author of the email.

   Cabinet

   select the email's relevant filing cabinet.

   Folder

   select the email's relevant folder.

   Add to Tasks List (optional)

   select this checkbox to add the reminder as a task in your Outlook tasks list.

5. You can tag the email with relevant keywords. This is optional and not mandatory. If you do not want to add keywords you can press the ’Add to DocPoint’ button to add the email to DocPoint. If you want to add keywords to the email to improve search capabilities perform the following:
   1. Click on the 'Keywords' tab (see figure 6.16).

      Figure 6.16: Add Outgoing Outlook Email to DocPoint - Keywords

      

   2. Select a keyword group.
   3. Select the keywords relevant to your email.
   4. Press the right arrow button to attach the keywords to the email.
6. Press the 'Add to DocPoint' button to send and archive the email.