The New Email plugin allows you to create a new email message via the tree view right-click menu in MacroView DMF and MacroView Message and optionally have the email subject pre-populated with metadata values from the selected location.
This can be useful to automatically tag emails with:
- classification information
- project, matter or client number details
- an identification tag that matches an incoming email filing rule
If you have MacroView Corporate Email Filing enabled and the selected location matches a tag rule, the corresponding tag can be inserted automatically into the email subject.
How it works
New Email is available when you right-click on any library, folder or document set and will create a new blank email when selected.
If you are using version 2.0 or later of this plug-in and all of the following conditions are true:
- MacroView Corporate Email Filing (CEF) is enabled
- The extension is configured to apply CEF rules
- The selected location matches an active filing tag rule
the email subject line will be pre-populated with the CEF filing tag associated with that location.
If you are using version 1.0 of this plug-in, or any of the conditions above are not true, then if the following conditions are true of the selected location:
- The configured document set content type is available
- The configured document set content type includes the the specified single line text metadata column or columns
the email subject line will be pre-populated with the metadata values in the configured format.
The user right-clicks on the document set for matter number 2105 where that matter number is stored on one of the document sets properties:
The resulting email's subject is pre-populated with the matter number with, in this example, square brackets [ ] around the number.
Important: New Email and CEF will only function when added to your MacroView DMF or Message license. Contact firstname.lastname@example.org to obtain a license for these plug-ins.
Close Microsoft Outlook, DMF Explorer (if applicable) and the MacroView DMF Local Service then download and run the Map Choice to Folder installer that corresponds with your installation of Windows.
- MacroView DMF or MacroView Message 8.6.103 or later
- MacroView DMF or MacroView Message 8.4.1122 or later
If after installing the plug-in it is not available refer to how to activate a licensed DMF or Message plug-in.
Specify the document set content type name and internal metadata column name(s) as well as the prefix, suffix and separator in the registry under:
If more than one metadata column is to be added to the email subject, separate each internal column name with a comma.
To disable checking of CEF rules, change UseCEFRules to 0
In the above example above, if the location did not match a Corporate Email Filing tag rule and the Matter Document Set content type contained the internal column mvMatterNumber with value '123' the email subject would be pre-populated with .