Configuring Outlook® Options

You can configure user options for the Microsoft® Outlook® plug-in to automatically perform the following actions:

• Delete emails from your inbox after they are saved to Document. Separate options are available for inbound and outbound emails.
• Remind you to save outbound emails to Document. The reminder displays when you click the Outlook® Send button.
• Remind you that email messages can be dragged directly into Document. Dragging files can be a fast way to add many messages to Document.

To configure your user options, do the following:

1. In Outlook®, select the CCH Axcess ribbon.
2. Click Configuration.
3. Click Outlook on the navigation panel.
4. Select the options to apply.

   Option	Description
   Delete messages that I receive after I save them to Document	Select this option if inbound emails saved to Document should be deleted from your Outlook® Inbox automatically.
   Prompt me to save to Document when I use Outlook's Send button to send email	Select this option if the system should ask you to save outbound emails to Document when you click the Send button.
   Delete sent messages after I save them to Document	Select this option if outbound emails saved to Document should be deleted from your Outlook® Sent box automatically.
   Remind me that I can drag and drop email or file attachments to Add Files Screen	Select this option if the system should remind you when you click the Open Add Files Screen button that you can drag emails directly into Document.

5. Click OK.
6. Click Close.