Configuring Outlook integration-related settings

Use this procedure to change Outlook integration-related settings for individual users.

Select System configuration > Outlook integration > User settings.
Select the user from the list.
In the Activity settings section, specify this information:

Set calendar reminder

Select to enable reminder in the user's Outlook calendar for the activity.

Include notes

Select to include notes in the Outlook calendar item for the activity.

These settings are outbound settings. Outbound settings referring to M3 CLM to Outlook.
Select the appropriate option in the Inbound mail section.

Do not save attachment

Select to prevent the attachment from being saved.

Save attachment

Select to save the attachment.

Prompt user

Select to let the user decide whether to save the attachment or not.
Click Save.