Moving email

Inbound email messages typically end up in Worldox through one of two actions - via being copied or moved. Moving emails relocates messages (and attachments) into Worldox, removing the originals from your email inbox.

       Move email from inside Worldox, on the Email tab

       Move email from your email program

Move email from inside Worldox, on the Email tab

To profile and move email into Worldox:

  1. Click on the Email worklist tab. (If you do not see the Email tab, you should still be able to move messages to Worldox from your email program as instructed below.)

  2. On the Email tab, use the left-side navigation pane, search or other tools to locate the message(s) you want to move.

  3. Highlight (select) the message(s) in the right-side list, then select Move to Worldox from the Email pull-down menu. You could also click Move to Worldox  in the toolbar, or right-click with message(s) highlighted and select Move to Worldox from the right-click menu.

Note:  You can move multiple messages at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

  1. Profile moved message(s).

Then, depending on how profile groups and user access are set up at your site, you could see the Select Profile Group dialog, overlying the Email > Move to Worldox profile form. In the Select Profile Group dialog, double-click the profile group to which message(s) are being moved, or highlight that listing and click Select in the toolbar.

Otherwise, you go straight to the Email > Move to Worldox dialog.

Next step:  Fill out the Email > Move to Worldox form to finish moving the message(s).

Move email to Worldox from your email program

To profile and move email into Worldox:

  1. In your supported email program inbox, find the email message(s) you are moving into Worldox.

  2. Select message(s).

Note:  You can move multiple messages at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

  1. Then, depending on which email program you are using, there can be several ways to start the move process. Examples include Move to Worldox in the Outlook toolbar, and the Move command on the Notes Action pull-down menu.

Note: We recommend using the Worldox Email tab when working with GroupWise or Notes messages, as it provides the most reliable results.

  1. Click the appropriate toolbar button, pull-down or right-click menu option to start the move.

  2. Profile the moved message(s).

Then, depending on how profile groups and user access are set up at your site, you could see the Select Profile Group dialog, overlying the Email > Move to Worldox profile form. In the Select Profile Group dialog, double-click the profile group to which message(s) are being moved, or highlight that listing and click Select in the toolbar.

Otherwise, you go straight to the Email > Move to Worldox dialog.

Next step:  Fill out the Email > Move to Worldox form to finish moving the message(s).