17 Jul 2019

HighQ Office plugin - File email into Collaborate

Product Filter HighQ Collaborate
Product Area Filter HighQ Office Plugin

 

 

Select an email to file and click on File Email.

Recent folders will be displayed in a list filtered by site. You can change site or browse folders within the particular site and more than one folder can be selected.

When selecting sites you may need to wait a short while for folder choices to display. 

Once you have selected a folder it will be displayed in the Folders Selected area on the right. To remove the folder and choose another folder, use the red cross.

An icon will now display against your email in Outlook to indicate this has been uploaded into Collaborate.

Right-click on the email message to display further options at the bottom such as Save to HighQ and Show in Collaborate Folder.

By clicking Show in Collaborate Folder you will be taken to where the email has been uploaded to in Collaborate.  

You can also drag a file from Windows Explorer into your HighQ drive folder. Select a file from your chosen folder in Explorer and drag the file into the required 'HighQ repository' folder within Outlook. 

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