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Once this is successful, it will close down the login pop up and update the ‘Current Username’ as who you are logged in as.

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Using the Outlook Helper

There are two ways in which to use the outlook helper. The first is to save individual emails to the Owl and the second is to save bulk emails to the Owl.

Setting Defaults

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Once you have logged in to the Outlook Helper, you are able to set save defaults by clicking on the Other tab > Options and then setting the Metadata defaults.

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These will be used to pre-populate your save fields for each document. They can be edited at any time on individual documents or by changing the defaults.

You can set details for Emails IN and Emails OUT and you can also see further advanced options if needed.

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Saving Individual Emails

 To save an individual email, select the email in outlook that you wish to save and then click on

Saving Bulk Emails

 

 

Attachments

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