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The MS Outlook Nimbus Add-in deserves a chapter of its own, as it has some unique capabilities which make the saving of your exchange of messages with your clients a lot easier.

The Outlook AddIn allows the following:

• Saving Emails to Nimbus

Within Outlook, you can save emails to Client folders within Nimbus. To do this, perform the following:

1. Ensure you are logged into Nimbus via Outlook
2. Locate the email and right-click on the message as shown below:

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1. Select the option Save mail to CDM. The following dialog will display to the right of the message:

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You should then be able to setup the document saving the same way as it was previously explained for Word, Excel & PowerPoint

Outlook Views

• Saving just an Email Attachment to Nimbus
• Send and Save Email to Nimbus 
  • this will send an email and Save a copy of the Email to Nimbus CDM.

Display Flag over saved Emails

Microsoft Outlook allows you to configure your Views. Your Inbox, can therefore display a flag that shows emails which have been saved to CDM.

1. Open Outlook
2. Select View from the Ribbon bar
3. Click the option Change View > Manage Views…
4. Create a New view, give it a new name and click on OK
5. Whilst adjusting the View, edit the Columns option and add in the Categories field
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
6. Click OK to save the changes
7. Click on "Apply View"
8. Then your inbox will show those emails, which have been saved to CDM via the green rectangle flag.

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