Create an Interact for Outlook capture profile for a record - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

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.
  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. Click Capture.
  3. In the right pane, on the Capture Profile tab, click New > Interact for Outlook.
  4. In the Capture Profile Definition wizard, on the Capture Profile Content Type page, select Records.
  5. On the Capture Profile Information page, complete the following substeps.
    1. Type a name and description for the capture profile.
    2. Verify that the Profile is active check box is selected.
    3. Click Next.
  6. 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.
  7. 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.
  8. 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.