You can view, search, and filter emails that have been published to the
Document Management System within Outlook.
You must have the
Deltek PIM Outlook Add-in installed and enabled.
To search for published emails in Outlook:
-
On the Home tab in Outlook, click
Refresh Search Folders.
This synchronizes Outlook with
Deltek PIM to ensure that the search folders are up-to-date.
-
Do one of the following:
- To search against all published emails in the
DMS, click the
Deltek PIM Search folder in the list of folders on the left.
- To search against all emails published to an entity record, such as a project or a campaign, click the
Deltek PIM Search Entities folder in the list of folders on the left, and then navigate to the entity record that you want to search against.
The results pane updates to display all emails for your selection.
- Optional:
Do any of the following:
- To search for documents, enter your search text in the
Search field on the toolbar, and click
Search.
- To filter by suggestion, expand Suggestions in the left pane, and then click a suggestion. The following suggestion types are available: Sender, recipient, entity, document pool, and publish date.
- To filter by document pool, expand Document Pools in the left pane, and then navigate to the document pool.
- To apply a customer filter, click
Add Filter on the toolbar, and then select a filter from the
Select a filter type list. You can add multiple filters.
Note: You can use a combination of filters to narrow down your results. For example, when you select a document pool, the available suggestions update to reflect the selected document pool. You can then select a suggestion for the document pool.
- Optional:
Click an email to view its details, and then click
Document Link on the Summary tab to display the email.