The “Save Email to Flex” and “Send and Save Email to Flex” functions will save the original Outlook message (.msg file) to the Email Document Library in SharePoint. These functions are great to use in the event an email message may need to be retrieved for future use or reference, perhaps for replying to or for confirmation purposes such as contracts or agreements.
The process of saving an email will launch a search for existing Flex items to connect the Email message to (based on your setting configuration). The Save to Flex window displays the results, with many options for the user to take:
- Select an Item.
- Create New Items.
- Perform a new Search.
- Double-click an item to view history.
- Save Email to Flex.
- Cancel and Close.
When number 4 is selected, results from the item history are displayed. Double-clicking one of the items will launch a new browser window to display other items related to your selection:
Note: The Save Email to Flex function will save the message to any Flex list item that is added to the “OutlookPluginSearchListsViewsAndFields” Advanced Setting.