Publish Emails
If you have the Deltek PIM Outlook Add-in installed, you can publish your emails from Outlook to the DMS.
When you create a new email, you can choose to publish it to a document pool within the DMS. You can choose to publish the email to a recent location, or you can select a new location.
You can also publish existing emails from any of your Outlook folders to the DMS. When you publish an existing email, you choose to publish it to a suggested location, a location that you have previously published to, or you can manually select a location within the DMS. The Smart Email Publish feature in Outlook enables you to publish up to 100 emails at a time. When you publish multiple emails, you also have the option to publish individual emails to different locations.
Publish Emails to a Suggested Location
- Suggestions by Conversation History. If any emails include multiple replies in the conversation history, and one or more replies have been previously published to the DMS, these locations are included as suggestions.
- Suggestions by Entity Code. If any emails include one or more references to entity codes within the email subject, or in any attachment names, these locations are included as suggestions.
Publish Emails to a Recent Location
If you have previously published emails, you can choose a recent location to publish emails to. As with choosing a suggested location, all emails are published to the same location. If the location that you want to publish the emails to is not listed, you can select a different location. When you select a different location, you can choose multiple document pools, and select a number of attributes to link the emails to.
Publish Emails to Different Locations
When you publish multiple emails, you also have the option to publish individual emails to different locations. For each email, you can select a suggested location, or you can manually select a location and set of attributes.
Publish Attachments
- Related Topics:
- Send and Publish an Email
When you create a new email, you can choose to publish a copy to PIM after you send it. People with access to the locations and entity records you select to publish against can then view the email within PIM. - Publish Existing Emails to the Same Location
You can publish up to 100 emails from 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. - 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 email they are attached to. - Synchronize your PIM Contacts with Outlook
You can add your PIM contacts to your Outlook address book. This allows you to access contact information via a mobile device when you are out of the office. If a contact already exists, but their information has changed in PIM, the contact is updated in Outlook.