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In this tutorial, we explore how to manage contract email attachments using M-Files integrated with Microsoft Outlook. There are two main methods for adding attachments: First, with an email open, access the M-Files tab and click "Save attachments to M-Files." This opens a metadata card to tag properties and classify the contract as an external contract before creating it in M-Files. Second, use smart folders in the left-hand menu of Outlook. These folders come with pre-made metadata cards; simply drag and drop the attachment into the desired folder, fill out the card, and hit create. Additionally, contracts can also be added directly from Microsoft Word or other applications.
