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Overview & Features

The Smart Mail Organiser (SMO) enables saving emails directly from Microsoft Outlook to KRIS Records Manager.

On your Outlook, you will see these options in the KRIS tab:

Login

  • Log into your KRIS account to use the SMO features.

Saving Options

  • Email – Saves selected email into KRIS.
  • Attachments – Saves the attachments in the selected email only into KRIS.
  • Conversation – Saves the whole email thread of selected conversations into KRIS.

Emails tagged with a   or shows you that it has been saved into KRIS.

View Options

  • File Plan – Shows the file plan in KRIS, as well as your recent & favourite files.
  • KRIS Information – Shows the document profile/metadata in this email in KRIS.

Search Options

  • Search icon – Allows you to search for documents in KRIS. In your search results, you may right-click on the document to attach it directly into an email as you are composing it.
  • Filed – Shows you all the emails you have filed successfully.
  • Error –  Shows you all the emails that have failed to file into KRIS & you will need to save it again.
  • Pending – Shows you the emails that are pending for your review to file into KRIS.

Synchronize Options

  • Sync This Email – Refreshes and updates a selected email.
  • Sync Entire Conversation – Refreshes and updates the entire conversation selected.
  • Sync Mailbox – Refreshes and update your whole Outlook Mailbox.

Action Options

  • Map Folder – Enables you to map a folder in your Outlook to a File Reference in KRIS. Once set up, you can drag and drop emails into a mapped folder to directly file/save it into KRIS to the file reference specified.
  • KRIS Home – Directs you to the KRIS web portal
  • Settings – Allows you to configure KRIS SMO settings e.g. server, proxy, file number display options, SSO, save credentials, autosave replies options.
  • Report Issue – Allows you to send an email together with the necessary logs for SQLView Helpdesk to troubleshoot

 

Additionally, KRIS SMO features are also displayed in your Home tab on Outlook. It provides shortcuts to features that you will use most often, such as save emails/attachments/conversations, file plan, search and KRIS Home.

 

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