Agency Platform > How To > Work with Files and Folders > Add Sent E-Mails Back Into the File

Add Sent E-Mails Back Into the File

Using ImageRight Connect, you can add email messages sent from within Browser Client via Microsoft Outlook back into the Agency Platform.

To make use of this feature, ImageRight Connect must be installed and running on your workstation. To install this feature, please contact your ImageRight system administrator. Additionally, the ImageRight Microsoft Add-in must be installed on your workstation and Microsoft Outlook must be open.

  1. Ensure that ImageRight Connect is running. You can do this by double-clicking the ImageRight Connect icon on the Windows Desktop.
    When the program is running, an ImageRight Connect icon appears in the Windows notification area.
    A green dot on the ImageRight Connect icon indicates that the program is running and activated. A red dot indicates that it is running but not activated. You can activate the program by right-clicking the icon, and then clicking Activate.

  1. To log in to the application, enter your ImageRight user name and password, and then click Login.

  1. Click to view the Import Bin. If ImageRight Connect is not running, the appropriate error message is displayed.

  1. Open the file and document type that you want to send the email from.
  2. Right-click the document or page that you want to email, and then click Email.

  1. In Email Set Up:
    1. Click X next to items to remove those that you do not want to send
    2. If needed, enter a name for the attachment under Name Attachment.
    3. Select With Annotations to include the annotations with the items being sent.

  1. Click + to expand Email Filing Options.
  2. Select File email message to add the email message to the file.
  3. Select File email attachment to add the email attachments to the file.
  4. Select Split PDFs to split multipage PDF files into multipage PDF files.
  5. Click New Folder to add a new folder to the selected file or select an existing folder from the folder list in the center column. If you add a new folder, you can rename the folder to suit your needs. You will also need to select a new document for the new folder.
  6. Click New Document to add a new document to the selected folder, or select an existing document from the list in the far right column. If you choose to add a new document, you can rename the document to suit your needs.
  7. Click Next.
    The email message is saved in your default Downloads folder. Depending on your web browser, you may be prompted to save the file.

  1. Open the Downloads folder, and then double-click the file.

  1. The file is attached to an email message in Microsoft Outlook. Send the email message as you normally would.
  2. Close the file in Agency Platform, and then reopen it.
    The sent email appears in the file in the location you specified in the filing options when sending the email.

 

 

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