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Create email Mapping

Relevant email information can be automatically transferred from Outlook as metadata if emails are saved from Outlook to the DMS by Simova using drag & drop. This includes the email addresses and the subject.

Create email mapping

The following steps need to be completed to create the email mapping.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Mapping in the ribbon bar and execute the action Email Mapping.
  3. Specify the email mapping code by entering a code in the Code field.
  4. Select the content type in the Content Type Name field.
  5. Select the metadata for the sender name in the Sender Field field.
  6. Select the metadata for the sender email in the Sender Email Field field.
  7. Select the metadata for the recipients in the Recipients Field field.
  8. Select the metadata for the carbon copy information in the Carbon Copy Field field.
  9. Select the metadata for the subject in the Subject Field field.

Assign the email mapping

The following steps need to be completed to assign the email mapping.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Mapping in the ribbon bar and execute the action Mappings.
  3. Click on the mapping Code that should be configured with the email mapping.
  4. Select the created email mapping in the Email Mapping Code field.
  5. The email mapping metadata will be automatically saved for this mapping in case of an email drag & drop.