Using IBM Content Cortex for Outlook

After you log in to IBM Content Cortex for Outlook, you can add Outlook emails to your repository or attach repository files to your outgoing emails.

Before you begin

Before you begin, you must log in to IBM Content Cortex for Outlook.

About this task

IBM Content Cortex for Outlook provides two main capabilities: you can add Outlook emails to your IBM Content Cortex repository, or you can attach files from your repository to outgoing emails in Outlook. The available functionality depends on your current Outlook context.

Procedure

  1. From the Home ribbon in Outlook, click IBM Content Cortex to open the add-in.
    If you are already logged in, the add-in displays the appropriate page based on your Outlook context. If not, you must log in first.
  2. Choose the appropriate action based on your task:
    • To add an email to your repository (when viewing an email): The Add page appears. Select the destination folder, choose the document class, enter required properties, and click Add to save the email to your repository.
    • To attach a file to an outgoing email (when composing or replying): The Attach page appears. Browse your repository folders, select the file that you want to attach, and click Attach to add it to your email.

Results

You can now add Outlook emails to your IBM Content Cortex repository or attach repository files to your outgoing emails without leaving Outlook.

Example

Adding an email to your repository

To add an email from Outlook to your IBM Content Cortex repository

  1. Select the email that you want to add in Outlook
  2. Click IBM Content Cortex on the Home ribbon
  3. The Add page displays with the email details (subject, from, sent date)
  4. Select the destination folder where you want to store the email
  5. Choose the document class (Email is selected by default)
  6. Enter the required properties for the selected class
  7. Click Add
  8. The email is saved to your repository in .eml format
Attaching a file to an outgoing email

To attach a file from your repository to an outgoing email

  1. Compose a new email or reply to an existing email in Outlook
  2. Click IBM Content Cortex on the Home ribbon
  3. The Attach page displays your repository folders
  4. Browse to the folder containing the file that you want to attach
  5. Select the file
  6. Click Attach
  7. The file is added to your email as an attachment

What to do next

Tips for using IBM Content Cortex for Outlook

  • The Add page appears when you select an email to view (read context)
  • The Attach page appears when you compose or reply to an email (compose context)
  • You can add multiple emails to your repository by repeating the add process
  • You can attach multiple files to an email by repeating the attach process
  • Browse through folders by double-clicking folder names to view their contents
  • The add-in provides quick access to your content repositories without switching applications