How to email archive in Info-Organiser V8

Filing Emails

Ensure the Info-Organiser plug-in is installed in the Outlook toolbar (refer diagram below).
If not installed then consult your IT provider or install using the following link:

Microsoft Office Addins (Office: Word, Excel, Outlook 2000-2010)

Note: the above picture is Outlook 2007.

2. Select the email(s). Multiple emails can be selected by holding the [SHIFT] key or [CTRL] key.

3. Choose Copy Direct or Move Direct

a. Copy Direct takes a copy of the email and the original remains within your Outlook folders

b. Move Direct moves the email from Outlook to Info-Organiser, deleting it from Outlook

4. Choose the folder to file the email and then index the email. See picture below.

5. Once completed click the SAVE icon. All metadata is now captured and searchable.

Searching for Emails

All email metadata is captured by Info-Organiser. This metadata is then available for searching.

Refer Search Screen Example below:

The Info-Organiser search engine supports your filtering search queries by options such as adding fields and using the AND, OR or NOT feature:

Previewing Emails

Emails can be previewed straight from the search screen for fast selection.

Info-Organiser Document Management Software