Create Documents from Lotus Notes
Explanation
This activity is used to import documents using the Lotus Notes Add-In feature. When importing documents
using Lotus Notes Add-In, if you have not logged into IFS Applications, the log on screen
will be opened and the user name and password must be entered. Correspondence attributes will
automatically be set when importing e-mails.
Prerequisites
- You
should have installed Lotus Notes Add-In and configured the settings.
- To import e-mails using the Lotus Notes Add-In
functionality, the e-mail
application (file type EML) should be registered in the
EDM Basic/File
Types
tab.
- Optionally, you could define an Action in Document Import Actions
form if any actions needed to be executed after importing document files.
System Effects
- The file is imported into IFS Document Management and a document is
created. The file will be attached to that document.
- When importing e-mails using the lotus Notes Add-In
functionality the subject of the e-mail, the sender/receiver and information
regarding whether it is an incoming/outgoing mail is updated into the
system. Attachments may also be imported depending on the
configuration.
- If any Document import Action has been defined for the imported
application type and selected to run, that action will be executed after
importing files.
Window
N/A
Related Window Descriptions
Create Documents
Document File Import Actions
Procedure
Import e-mails from IBM Lotus Notes® - Save as New Document
- Select one or more e-mails and then click the Save as new document
icon in the header or click on the option available in the
IFS Applications menu.
Note: Macro settings will not be considered when importing multiple e-mails. If you are saving an e-mail with attachments you might –
depending on your settings – get a dialog box inquiring whether you want to save
the e-mail with attachments or only the attachments.
- Optionally, If there are any Document Import Actions defined, the
Actions dialog will be loaded with the actions enabled for
the application type IBM Lotus Notes®, select an Action and
click OK.
- The Create Documents dialog box is opened. In the table,
enter a document class and other information as required and click OK.
If an Action is selected in Step 4, that will be executed after
document is imported.
- The Create Documents dialog box is opened. In the table, enter a
document class and other information as required and click Create.
Note: To use the same document
class and format for all documents when importing more than one file, enter the information
in the header fields, select all the records and click Apply.