Keluro - KMailAssistant, help

KMailAssistant, help

Welcome to the KMailAssistant version 1 help.

This page is currently being written. Please feel free to contact us if you have a problem.

Getting started

Connection parameters

The matters list is stored on an online and secured database. To access it, you will have to enter your connection parameters.

In tab Advanced Parameters, the API Url is the address or this database. This address has been sent to you by Keluro. Then, you will need a UserName and a Password to connect the database. Once you have entered these credentials, you can test the connection by clicking Test Connection. Then save these new parameters with the Save button at the bottom window. Check also that the selected account is the one with which you want to use KMailAssistant.

Matter creation and edition

It is time now to create matter (you must be an administrator to create or modify a matter). Click on the tab Matters configuration then on the button New Matter to create a matter. You can choose its name and add a description.

This is also where you can choose the title and the format for the file produced when saving the email. The name is composed of different fields (Reception date, Subject etc.), you add or remove fields and reorder them. There is also and identifier called 'hash' which is useful to detect if the email has already been saved and avoid duplicates. Click on the Save button to save those changes. You can modify those parameters anytime you want.

Save and Classify parameters

Once a matter is created, you will need to adjust the parameters for saving and classify your emails. To do so, go to the tab Mail configurations and choose the matter you would like to configure. Then, go to the tab Save and choose the location on your hard drive where you would like to save the emails related to the matter. Note that this hard drive directory can be located on a network drive and shared with others. The tab Classify enables to choose the Outlook folder where the emails will be moved when they will be associated with this matter.

It is also in those folders where you can select if the answers to the emails will be automatically saved and classified and if you want to save the atachements.

When this configuration is performed, KMailAssistant is fully operational. You can classify and save your mail directly from Outlook contextual menu using the right click or the buttons in the region below the email.

Quick rules

  • Automated rules with contacts.

    In tab Rules, you can select one or more Outlook contacts and create rules assocated with them. To do so, you search for your contact and drag and drop it in the right zone. Some check boxes will appear next to the moved contact name. Then you can choose if the incoming mails will be saved or classified with the current matter settings.

  • Automated rules with keywords.

    You can also create automated rules to save and classify automatically mail with keywords in the subject. To do so, click on New rule and write the corresponding keyword in the text box. Similarly with contact based rules, you can choose if the mails containing this keywork will save or classified.

  • Save or classify automatically of replies.

    In tab Save and Classify, you have and option so that your responses (outgoing mails) and incoming mails will benefit from the same processing. If this option is checked, then the reply of an email is saved or classify automatically for the same matter. Then, the whole conversation is stored in the same location.

  • Staging area.

    Once a incoming or outgoing mail triggers an automated rule, it will be put in the staging area.

    This staging area lets you continue to work with your mail as usual. At the end of the day, you may validate all staged mails. You can also avoid that a mail is saved or classifed by mistake by removing it from the staging area.

Re enable add-in

Keluro is part of Microsoft BizSpark program Keluro is member of Microsoft Partner Network
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