# Archiving emails from Outlook

**URL:** <https://community.novulo.com/t/archiving-emails-from-outlook/866>\
**Category:** Wiki\
**Tags:** plugin\
**Created:** [December 2, 2025, 3:26pm UTC](https://community.novulo.com/t/archiving-emails-from-outlook/866 "2025-12-02T15:26:26Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![k.molokova](https://avatars.discourse-cdn.com/v4/letter/k/34f0e0/32.png) [@k.molokova](https://community.novulo.com/u/k.molokova)\
**Post date:** [December 2, 2025, 3:26pm UTC](https://community.novulo.com/t/archiving-emails-from-outlook/866/1 "2025-12-02T15:26:26Z")

</div>

# TL;DR

 

Use the Novulo Outlook Add-in to store an Outlook email on a Novulo record (e.g., service request, activity).

## Prerequisites

1. The **Novulo Outlook Add-in Web Service plugin** is included in the application composition (a component where the plugin is installed and configured).
2. The **StoreEmail** process is configured in this component.
3. The fields in the **Archive dialog in Outlook** are configured.

> Instructions: [How to install Outlook Add-In](https://community.novulo.com/t/how-to-install-outlook-add-in/865).

## Archive an email

1. Select the email in Outlook.
2. Right-click → **Archive** , or use **Archive** in the Novulo tab.
3. If the button is disabled, complete the setup first ([How to install Outlook Add-In](https://community.novulo.com/t/how-to-install-outlook-add-in/865)).
4. Fill in the fields.
5. Use **Save as new** to create a new item (e.g., SR, activity).
6. Use **Save as existing** to link to an existing claim/SR.
  - Enter the service request number in the **Claim** field.
  - Prefix the number with **SR**.

 ![image](https://canada1.discourse-cdn.com/flex008/uploads/novulo/original/2X/7/71adb1b5060a7b3512c5bcabfe31e235629ba822.png)

 ![image](https://canada1.discourse-cdn.com/flex008/uploads/novulo/original/2X/7/7d2f18491c17cd3d6f5e8449c83fe1e39e7850e4.png)

 ![image](https://canada1.discourse-cdn.com/flex008/uploads/novulo/original/2X/7/77c7840fbeb23256555fcee3e82d40f1d5de1516.png)

## Fields

- **Direction:** filled automatically.
- **Description:** email subject is filled automatically.
- **Contact / Person / Contract / Claim:**
  - Configured in the component.
  - Search can be based on email, name, or ID.

Example: In _M3952 “Novulo Outlook AddIn voor Service”_, the Store Email process is configured to either create a new SR or update an existing one.  
Configuration path: **Plugin → Properties → Plugin configuration**.  
This shows:

- Table mappings for Contact/Person/Contract/Claim fields,
- Linked processes (store email, search fields).

 ![afbeelding](https://canada1.discourse-cdn.com/flex008/uploads/novulo/original/2X/6/6db0f596d1a586de1c7f6c8e9d08482efe1ed4ec.png)

 ![afbeelding](https://canada1.discourse-cdn.com/flex008/uploads/novulo/original/2X/3/362ed1f89ff9c8d34226bcfe80cef4256bec2d1c.jpeg)

## Configuration notes

1. If multiple components contain the plugin, the **first component in the integration string** is used.
2. Only one process can be directly linked to **StoreEmail**.
  - For multiple actions, configure a **wrapper process**.

3. Ensure plugin/component **revisions are consistent across environments**.