Topic results Microsoft Outlook Email Filing Plugin

CCH Document Management
Send and File
The document outlines the "Send and File" feature in Outlook for integrating with CCH Document Management. It details how users can set up the feature to prompt filing emails upon sending, with automatically populated fields based on stored contacts. Users can choose options such as deleting sent emails after filing and filing replies with the same settings. Additionally, it provides instructions for previewing documents before filing and managing task permissions for security groups to ensure all sent emails are filed appropriately.
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CCH Document Management
Customising Outlook
This document provides a step-by-step guide for using Microsoft Outlook's conditional formatting feature to color code emails that have been filed to Document Management. It outlines the process starting from accessing the View Settings, adding a new rule, selecting fonts and colors for filed emails, and setting conditions for the rule. The guide aims to enhance email organization and visibility.
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CCH Document Management
Email Filing Options
The document provides an overview of CCH Email Filing Options, detailing tools and configurations available for email management. Key features include login/logout options, settings for filing and searching emails, and customization of display orders and limits in the filing panel. It also discusses the behavior of the system such as deleting emails after filing, quick filing features, and options for managing sent and received emails. Users can adjust settings for client and supplier searches, and monitor folders for email activity, enhancing efficiency in document management.
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