Auto Import Folder Configuration - Integration for Microsoft Outlook 2021 - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Integration-for-Microsoft-Outlook-2021/Foundation-23.1/Integration-for-Microsoft-Outlook-2021/Integration-for-Microsoft-Outlook-2021-Best-Practices/Configuration/Auto-Import-Folder-Configuration - 2023-12-11

Integration for Microsoft Outlook 2021

Platform
OnBase
Product
Integration for Microsoft Outlook 2021
Release
Foundation 23.1
License
Premier
Standard
Essential

It is considered a best practice to name the folder to reflect its function. For example, if you are using the folder to import resumes, name it Resumes.

While user interaction cannot be entirely avoided as users must manually drag and drop messages into the Auto Import folder (Outlook Rules cannot be used in conjunction with Auto Import folders), it is still considered a best practice to configure folders so that the least amount of manual interaction possible is required when importing email messages and attachments.