MxHero for Outlook 2.0 allows users to easily manage email messages and attachments directly from Outlook (Windows (2016+), Mac and Outlook Web Access (OWA)) with supported cloud storage services.
The following instructions assume that the Extension has been installed. The installation of the software is explained in another article. The installation can either be done centrally by the email administrator or individually if allowed by the email administrator.
With this extension you will be able to:
- Copy email messages and their attachments to cloud storage folders
- Access / open email messages, attachments and other files in you cloud storage
- Download email messages, attachments and other files from your cloud storage
- Manage (move, create, delete) cloud storage folders and files
- Search your cloud storage folders for messages, attachments and other files
- Add metadata to message and attachments saved in your cloud storage
- Share cloud storage content (messages, attachments and other files)
- Attach files or cloud storage links of files stored in Cloud Storage when composing messages
Log into your cloud storage service
To connect the extension to your cloud storage service do the following (see image below):
- Select any message (required to activate the extension)
- Click on the extension in your Ribbon bar
- Click on the storage service button
Once logged in, you should see your cloud storage folders:
Click on a folder to access its content (folders & files)
To navigate back to the previous folder click on the folder in the folder path field. In the below image, clicking on "Clients" will navigate to the "Clients" folder. Clicking on "All Files" will navigate to the beginning (root) folder.
Click on the "More" icon to access different folder level actions (see image below)
Upload - Upload the selected message to the cloud storage folder. The email will be saved in the formats configured in Settings.
New Folder - Create a new cloud storage folder in the current folder.
View in Box - Open the current folder in the cloud storage web user interface
Favorite - Toggle the current folder as a Favorite folder. Favorite folders can be filtered using the "Favorites" tab at the bottom of the pane.
Move - move the folder to another folder in your cloud storage.
Edit name - Change the name of the current folder.
Delete - delete the current folder and all of its content.
Share Link - create a share link for this folder
Saving Message to your Cloud Storage
The following video briefly shows how to save email to your cloud storage using MxHero for Outlook 2.0.
- Configuration presets are configured in the MxHero dashboard.
- Metadata templates are configured in your cloud storage service (for those cloud storage services that support metadata).
Attaching a Files
The following video illustrates how to attach a file from your cloud storage as either a cloud storage link or a standard attachment.