When Converting an Interaction or Creating an Interaction using the Plugin it will automatically recognize an email message with files attached. The red circled options shown below will appear in the Search Results window if there are attachments.
Using the “Save as SharePoint attachment” option saves the file(s) to the Interaction item only and not to the Document Library. The saved attachments can then be viewed by clicking the links on the Interaction’s Display Form:
Selecting the “Save Attachment to Document Library” will save the file(s) to the Document folder for the Interaction item and can then be retrieved from the Documents Sub-Grid.
Setting Up
- Ensure that the option to Save attachments is checked in the Web Part Properties for Flex DisplayFormFields Interaction web part.
- Change the default behavior in the Outlook Plugin settings.