Document Management
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      Importing email (Outlook Integration)

      Overview: Import email and attachments to Primafact from Outlook

      You can import email and/or supported attachments from Outlook to Primafact by dragging and dropping directly to binders, or by using the "Send" option found in the Primafact plug-in for Outlook.  

      download-1NOTE: Imported emails in Primafact are not "live" communications; instead, they serve as archived records, much like printed emails saved for future reference.

      In this Article:

      The Primafact Plug-In for Outlook is needed to access the Outlook Integration features, including control over how Outlook email and attachments are imported. (You can select what content to import, and whether email and attachments are imported independently, or merged together as a single email.)

      Drag and Drop from Outlook

      You can import an email by dragging it directly from Outlook into any Primafact binder (Binder View recommended).

      Send to Primafact Inboxes from Outlook

      This import option allows you to send your email (with or without attachments) directly to someone’s Inbox. It is a great option when you are delegating your document intake to an assistant.

      Send to Primafact Inboxes using the right-click menu in Outlook :

      1. Right-click on the desired email(s) in Outlook.
      2. Select Send to Primafact from the pop-up menu, then choose the recipient.
      3. The email will arrive in the recipient’s Primafact Inbox.

      Email Auto-naming

      Emails imported to Primafact are auto-named, according to a pre-determined format. Attachments imported independently retain the filename of the original attachment.

      Supported Attachments

      Primafact will import some attachments directly to Primafact. Supported attachments are:

      • Word documents
      • PDFs
      • WordPerfect Documents
      • Attached Emails (but not their attachments, which must be imported separately)

      Unsupported Attachments

      Certain attachments will not be automatically imported to Primafact when you import an email from Outlook. 

      		   download-1NOTE: Some attachment types are not supported when importing an email from Outlook so double-check to confirm you have the content you are expecting

      Unsupported attachments include:

      • Excel documents
      • Audio/video files such as MP4s
      • Attachments to attached emails (open the attachment and import independently)

      You can bring attachments in by other methods, such as saving to the network and linking (e.g. video files or Excel document), saving as a PDF and importing (e.g. Excel document that you want to crystallize), or Printing to Primafact.