Instructions - How to save e-mails from Outlook to project files
Table of Contents
1. Purpose ...................................................................................................................................... 1
2. Installation of macro ................................................................................................................. 1
2.1 Create a transfer folder at your preferred location .................................................................. 3
2.2 Change name of the transfer folder in the macro
........................................................ 3
2.3 Create a tab in Outlook ............................................................................................................ 4
3. How to use the macro ............................................................................................................. 10
1. Purpose
Is to create meaningful e-mail file names in the file explorer which contain more than just the
subject of the e-mail. The resulting file name contains the sender, the date, the time and
subject of the e-mail. This will allow faster searches on the file explorer if required.
2. Installation of macro
Copy below macro onto your desktop.
Save E-mails.bas
Select DEVELOPER on Quick Access Toolbar and then Visual Basic
In Visual Basic select ‘File’ from the Quick Access Toolbar and then ‘Import File”
Select on ‘Save E-mails.bas’ and click on ‘Open’
The imported module will shown as Module 1 as per below (if there are no other modules
already)
Douple-click on Module 1 which will open the code.
2.1 Create a transfer folder at your preferred location
– for example C:\Users\t.knoppel\Desktop\E-Mails
2.2 Change name of the transfer folder in the macro
Replace C:\Users\t.knoppel\Desktop\E-Mails with the path of the new transfer folder
(copy/paste from file explorer) within the “…..\”.
2.3 Create a tab in Outlook
File – Options – Customize Ribbon – New Tab
Creates a new “Custom” Tab and Group
Click on ‘Rename’ to change the name of the tab and the group e.g. ‘Save e-mail’ (your
choice)
Select ‘Macros’ in ‘Choose commands from’
Select the Project1.SaveMessageAsMsg
Make sure that the new Save e-mail tab is selected then click ‘Add’
Once the macro has been linked to the new tab this is how it should look like this:
Check the Quick Access Toolbar – a ‘Save e-mail’ tab should’ve been added
3. How to use the macro
Mark the e-mails in Outlook to be transferred
Click ‘Save e-mail’ on the Quick Access Toolbar and then ‘Project1.SaveEmail’
Selected E-Mail will be transferred – check transfer folder:
From here move them to the project file