How Do I Access aMail Settings Through My Email?
Since there are two ongoing versions of Outlook for Windows Desktop, follow the steps for your version.
Old Outlook:
Open Outlook and select the email you want to send to Asite.
Click the three dots in the top-right corner.
Scroll down and select Settings.
The aMail panel will open on the right-hand side.
New Outlook:
Open Outlook and select the email you want to send to Asite.
Click the Apps button in the top-right corner.
From the pop-up menu, select aMail.
In the new pop-up, click Settings.
The aMail panel will open on the right-hand side.
NOTE: When you log in to aMail via your Outlook for Windows Desktop for the first time, the aMail Settings panel will open automatically so you can set your default preferences.
Understanding Save Email Preferences
In the aMail panel, you can choose how emails and attachments are saved:
Save email with attachments
Saves the email and all attachments in the selected folder. The email is stored as the primary file in Asite with attachments linked as secondary files.
Optional: Save attachment as separate file: store the email and each attachment as individual files instead of grouped.
Save email without attachments
Saves only the email without any attachments.
Save attachments only
Saves only the attachments without the email.
If there multiple attachments, they are saved as a zip file named after the email subject.
Optional: Save attachment as separate file: saves each attachment individually.
Settings: Select Location
After selecting your email preference, click Choose Location to select where the email will be saved.
Use the drop-down to pick from your most recently used or favourite folders in Asite. By default, the top 10 folders from these lists are shown.
NOTE: To view all projects in Asite, open the drop-down menu in aMail and select All.
Create a Folder on the Asite via MS Outlook Using aMail
While saving an email to Asite using aMail in MS Outlook, click the + icon on the right side of the folder panel to create a new folder or subfolder directly on the Asite platform.
To create a folder, you must have the required permission on the Asite platform. To learn more about folder permissions, click here.
The 'Create Folder' window appears:
Enter a name for the folder you are creating, then click 'Create'. A prompt appears once the folder is successfully created, and the newly created folder becomes visible in the folder tree for you to select and save emails.
NOTE: When you create a folder or subfolder on Asite using aMail in MS Outlook, the “Allow saving emails from aMail” setting is automatically enabled by default.