Publish Existing Emails to Different Locations

You can publish up to 100 emails in your Outlook mailbox to different locations in the DMS. If any attachments exist, they are automatically published to the same location as the emails.

You must have the Deltek PIM Outlook Add-in installed and enabled.

To publish existing emails to the different locations:

1. In Outlook, select the email that you want to publish.
   Hold the CTRL key to select multiple emails.
2. On the Outlook toolbar, click PIM Smart Publish.
3. On the Smart Publish window, next to Publish to multiple locations, click Yes.
   For each email, the system displays the strongest suggestion. If a suggestion is not available, you must select a location.
4. Optional: For each email, the strongest suggestion is selected by default. To change the location to publish an email to, do one of the following:
   • To publish an email to a different suggested location, click , and then select a location.
   • To manually select a location and set of attributes, click Change selection. In the Document Attribute Selection window, select the document pool(s) that you want to publish the email to, and select any related attributes, if appropriate. For example, you can publish an email to the Project Correspondence document pool, and link it to a particular project.
5. Click Yes.