(Dv TDM Desktop Application add-on)

Dv TDM can store and index your incoming e-mails intelligently so e-mails may be quickly referenced and retrieved in the future using the customizable search mechanism. E-mails can be automatically imported into Dv TDM using the Dv E-mail indexer utility, via MS-Outlook integration, or a simple through drag and drop.

E-mail Indexer

The Dv Email Indexer utility add-on can be used to automatically import e-mails (pre-screened if you choose) into Dv TDM and automatically store them on the server in a pre-configured location (i.e. by Project, Discipline etc. Additionally the indexer can organize e-mails based upon processing rules related to such things as content in the subject line or content of the e-mail. Alternatively, an e-mail address can be assigned for a specific Project, Building, or Part classification in order to manage the categorization of the e-mails. The e-mail indexer can be used with any E-mail client and the e-mails may exist in the document management system and the e-mail client or solely within Dv TDM.

Outlook Integration

Dv TDM has a built in Application Wizard that can be used to create integration with Outlook. This serves to enhance your document management utilization by allowing users to add e-mails directly into Dv TDM by simply right-clicking on the e-mail in outlook and choosing the appropriate action. Dv TDM can be setup so that the e-mail can automatically populate indexing field values from the metadata such as title, to, cc, etc. A user may also be prompted to populate certain Dv TDM database fields via a pop-up menu before they can complete the process. Once the user saves the information, the e-mail is automatically imported, indexed, and copied to a pre-configured client defined location.

Drag and Drop

The simplest form of adding e-mails to Dv TDM is to drag and drop the e-mail directly into the application. As with the other two methods, the e-mail will contain the text content of the e-mail, all attachments, and the native .msg file. The metadata can be mapped into specific database fields. If the e-mail is dragged directly into the Project Folder portion of the application, additional database fields can automatically be populated and the e-mail can be automatically copied to a client defined location.