Deltek PIM 20.1 Online Help

Publish Existing Emails to the Same Location

You can publish up to 100 emails in your Outlook mailbox to the same location in the DMS. If any attachments exist, you can choose where to publish them to. By default, attachments are not published as separate documents.

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

To publish existing emails to the same location:

  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 Publish Emails window, do one of the following:
    • To publish all emails to a suggested location, select the location in the Publish to suggested location pane.
      Note: Each location displays an indicator for how strong the suggestion is.
    • To publish all emails to a location that you have recently published to, select the location in the Recent locations pane.
    • To publish all emails to a different location, in the Recent locations pane, click New Location. In the Document Attribute Selection window that displays, select the document pool(s) that you want to publish the emails to, and select any related attributes, if appropriate. For example, you can publish all emails to the Project Correspondence document pool, and link it to a particular project.
  4. Optional: In the Description field, enter a description.
    The description is displayed to users in the Information Zone. When you enter a description, it is applied to all emails.
  5. Optional: Click the Attachment tab.
    You can choose to publish attachments as separate documents, either to the same location as the emails, or to different locations. Alternatively, you can choose not to publish attachments.
    Note: The Attachment tab is only displayed if one or more emails contain attachments.
  6. Do one of the following:
    • Use the Publish all attachments to list to select the same option for all attachments.
    • Use the list to the right of an attachment to select an option for the attachment.
    If you do not choose an option for an attachment, or if you select Do not publish, the attachment is not published to the DMS.
  7. Click Publish.
  8. Review the information, and then click Yes to confirm.