HomeTraining Manual Archives-Worldox GX4:: Email TrainingOutlook Emails in WorldoxSave Incoming Emails

3.3. Save Incoming Emails

You may want to save an email in your Outlook Inbox, or if you do not have Sent Email Integration enabled and want to save an email from your Outlook Sent Items Folder to Worldox, do the following:

  • In Outlook, highlight the email you wish to file in Worldox, then select the Worldox ribbon:
  • Select either "Copy to WORLDOX" or "Move to WORLDOX"
    • Copy to WORLDOX saves a copy of the email and leaves the original in Outlook
    • Move to WORLDOX saves the original email in Worldox and deletes it from Outlook
  • Complete the Profile Card
  • Note: The next time you copy or move an e-mail from your inbox from an email address for which you've already filed to Worldox, Worldox pre-populates the values you filled into the index card.
  • Click "OK" at the bottom of the index card
  • Click "OK" on the "Copy/Move Completed" window

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