Configure Outlook Email Integration Options

Accruent vaults

Lists the vault contexts that you have selected for display in the Outlook Mail Folders tree. Each context that you select appears as a folder in the tree onto which you can drop messages to quickly store in that location in the vault.

To add a context:

1. Click Add.

   The Open Vault dialog box appears.

2. Select the vault that you want add and click OK.

   The Select Folder dialog box appears.

3. Select the folder where you want to store messages and click OK.

   The location is added to the Context list.

4. If the name of the context in the tree is too long or if you would like to give it a different name, type a name in the Alias column for the context.

To remove a context:

• Select the context that you want to remove and click Remove.

  The context is removed.

Support Accruent Virtual Folders

Displays the contexts listed in Accruent vaults as folders within the Outlook Mail Folders tree for drag-and-drop importing of email and attachments. For instructions, see Store Outlook Messages And Attachments.

Message name builder

Use the lists to construct a naming standard for messages that you save in the vault. Each list contains message properties from which you can select. Type separator characters to format the naming standard for best readability. Only valid Windows file name characters are allowed. The Example field displays a sample name based on your current settings.

All users of a vault should configure the same naming standard so that they can identify all messages.