Saving an email at the time of sending it

It is possible to create a new email then save it to Objective ECM at the same time as sending it to your recipients including any attachments.

1. Create a new email in Microsoft Outlook including recipients, subject and the content of the email.

   If you do not include a subject in your email, the email is saved with the subject line of Untitled Message.

2. Attach any Objective ECM documents to the new email.

   Tip:  Drag-and-drop objects from Objective ECM into the email.

3. Choose how you wish to link to the Objective ECM documents you have attached to the email.

   1. Select Attach Links in the Objective ECM section of the Message ribbon.

   2. Select whether to attach the:

      • Latest version - the latest object version is attached
      • Last published - the last published version of the object is attached
      • Navigator references - an OBR file is created and attached to the email. It contains Objective Navigator links to all the objects you have attached.

      Whichever Attach Links option you choose, it will be used for all the attachments in the email. At this stage, you cannot choose a different Attach Links option for each attachment.

4. When you are ready to send your email, select Send and Save on the Message ribbon.
5. Upload the email and any attachments.