Outlook: Save E-Mails to HELiOS

If you are not yet logged in to the HELiOS database via Outlook,choose Login to establish the connection to the HELiOS database and thus use the functions of the HELiOS menu in your Office application.

With a click on this button you can change the user while the software is running.

Directly above the button for changing the user you will see a display of the logged in user (e.g.: "User: Administrator").

E-mails can not only be stored in the database via Drag & Drop into the HELiOS Desktop, but also here in the HELiOS Ribbon.

With this function you can insert E-mail attachments via the HELiOS document search.

The document detail mask for the active Office file opens.

If an extended document structure exists, for example by references of an Excel file to another, this is shown to you in the Model structure tab.

In the Project context and Folder context function groups you can, like in the HELiOS Desktop, activate the Projects and Folders you are working in via the respective selection, display the master data masks, create new projects or folders and call the project explorer or folder explorer of the HELiOS Desktop.

You can also set Project-independent or Folder-independent if you want to work without project/folder context.

The function calls the HELiOS Workspace in the context of the Outlook interface.