1. An email can also be saved into a document using the UniPhi for Outlook Add-in. Select the email and select on the “Save to UniPhi” icon, which is in the Outlook menu ribbon.
2. If you have not already logged into UniPhi in Outlook, this will launch the Add-in form and ask you to login.
3. Then select to save the email as either a new document or append to document that already exists.
4. If you select New Document, the Create New Document form will appear. The email title will be auto-populated as the Document Name. Select the Project and then use the Category and Template selector to select the UniPhi Document Template you wish to save the email into. Attachments can also be selected. Set the status you want for the document and select the green Save icon.
5. If you select Append to Document, the Append to Document form will appear. Select the project, category (optional) and template to be given a list of documents to choose to save the email to. Attachments can also be selected. Set the status you want for the document and select the green Save icon.
6. When you save, UniPhi for Outlook will show you the details of the document sand provide a link to it.
7. Select the link and the document will open in UniPhi. You will see that the contents of your email now appears within the document you have either created or amended.
8. You may wish to continue working on the document that you have saved your email into. In this case you will need to select the edit icon to take you into the document edit mode.
9. Once you are in edit mode, each of the template steps will appear, thus allowing you to create and update the necessary contents.
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