An Interact for Outlook capture profile stores the settings you define for declaring files as records. To create an Interact for Outlook capture profile, complete the following steps.
This procedure requires an Interact for Outlook application
plan and source profile for a record.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- Click Capture.
- In the right pane, on the Capture Profile tab, click .
- In the Capture Profile Definition wizard, on the Capture Profile Content Type page, select Records.
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On the Capture Profile Information page,
complete the following substeps.
- Type a name and description for the capture profile.
- Verify that the Profile is active check box is selected.
- Click Next.
-
On the Capture Profile Source page,
select one of the following options and click Next.
- Create a new source profile.
- Select an existing source profile and then choose a source profile from the list.
- On the Capture Profile Application Plan page, in the list, select the application plan that you want to associate with this capture profile and click Next.
-
On the Capture Profile Verification page,
review your capture profile configuration settings and complete
one of the following actions.
- To modify a configuration setting, click Back and make any needed changes.
- To keep the configuration settings, click Finish.