Outlook integration

The Outlook integration allows you to map email data to index fields. After an Outlook integration has been configured, Connect will notify you when it finds a file in FileBound that matches email data.

Add an Outlook integration

  1. On the Integration menu, click Setup.
  2. In the Project list, select a project that you want to configure the integration for.
  3. In the Integration Type list, select OUTLOOK.

  4. Click Add.

  5. In the Index Name drop-down list, select the index field you want to map.

  6. In the Email Field drop-down list, select the email field you want to map to the index field, then click Add.

  7. Repeat Steps 5 and 6 to add additional mappings.
  8. Select an email in Microsoft Outlook and click Test to ensure that the mappings return the expected values.
  9. Click Scripts to generate a VBScript or PowerShell script if necessary. The script is applied to the value pulled from the integration for that field. See VBScript and PowerShell scripting for integrations for more information.
  10. Click OK.
  11. Click OK.

Use the Outlook integration

Note: The Outlook integration will populate information regardless of whether the Integration Mode is turned on or off.

  1. Select an email in your Microsoft Outlook inbox, then on the FileBound tab, click Save Email(s) to FileBound. Or, move an email to Connect using a drag-and-drop operation.

    If a matching file exists in FileBound, the index field information will be populated and all applicable documents will be displayed under the separators and dividers.

    If a matching file is not found in FileBound, No results found will display and the Create button will be enabled. Click Create to create a new file.