• Fetching Emails from Exchange or Mailbox and Saving to Content Manager

    Hi I have been asked by someone if Content Manager can fetch emails from a Office 365 email mailbox, and then add the emails to Content Manager. From the Microsoft 365/Exchange side, this would need to be implemented using Microsoft specific APIs…
  • Janus-seal auto security pickup in CM

    Does anyone know if there's a Janus-seal connector, so emails saved into CM automatically pickup the security level (ie OFFICIAL, PROTECTED, etc.) set on the email?
  • Check In On send" MS Outlook integration stalls in Content manager 9.4.6

    With CM9.4.6 and Outlook M-365 I'm finding that clicking "Check in On Send" sits and does nothing. I tried in the same instance while displayed also clicking Attach Records and after attached a record reference the Check In On send dialog eventually came…
  • tr5 email attachments not opening after upgrade to x64 SOE

    We have recently upgraded our SOE, including Content Manager and Office apps from 32 bit to 64 bit. We are running a CM9.3 Patch 4 client. we also have a number of users running a 10.1 client. the issue occurs to both 9.3 and 10.1 users. Since the…
  • Capturing BCC email contacts in HPRM and CM9

    Has anyone come across questions from their clients in regard to capturing BCCs in emails being captured ? & how you dealt with it? cheers
  • Set email metadata selected by default

    Hi everyone, When a user want to send a record via email, the meta data "Title" and "Record Number" are always selected. Is there a way to change the global settings to select none by default? Accessing modal where we want to change default selected…
  • Records Checked in from Outlook with Incorrect Title

    Using Content Manager 9.4 and MS Outlook 365. One user is using a new PC, and finds that email messages checked into TRIM have titles containing gibberish 8 characters instead of the subject line of the email. So far, I have not determined the cause,…
  • Question re: drag and drop email to CM/Trim while logged in as another user

    Hi all - here's a curly question which may be stretching the limits of CM functionality. I want to be able to login (user 1) and run Content Manager (shift-run as different user on my CM shortcut - see my attached image) while already logged in as another…
  • Update Style for an email message that has been processed from Outlook to CM RM

    Hi everyone has anyone had a go at changing (the lettering from the back end, or other) the prefix applied to emails that have been saved into CM / RM from Outlook (ie: " TRIM: " was used in older versions; " HPRM: " was the prefix in Records Manager…
  • Email address alert not sending emails to a shared folder in Outlook

    Has anyone come across the problem of an RM alert sending emails to individual users ok, but not to a shared Outlook mailbox? there are no rules in place to prevent the email getting through to the shared mailbox
  • Dragging & Dropping Emails - Duplicate data entry screen when capturing emails in 8.3

    Has anyone come across the issue of "replica' data entry screens coming up on other users client workstations when 1 user is saving emails to RM via drag & drop? The Outlook mailbox may have shared permissions on it but should this be happening? HP RM…
  • Alert email not being received after assigning task/deadline

    Hello, I'm using RM 8.3 before an upgrade to CM, I uploaded document via webclient yesterday and assigned task at folder level with a deadline for completion today - but I didnt recieve an expected alert email. Anyone know what possibly is going wrong…
  • RE: Capturing Email revisions in RM, CM

    Thanks davros29 - I suppose the best way to possibly accomodate users who may want this feature is to use a customised (labelled) 'relationship' to an existing record called 'email revision' OR - use the Renditions function in which case you would have…
  • Capturing Email revisions in RM, CM

    Would anyone know of. or has tried enabling, functionality in HPRM 8.3 (onwards) to allow for REVISIONING of captured emails? Im on 8.3 version 9365. Within RM System Options, 'Record' tab - you should be able to untick the box under "When creating records…
  • HP RM 8.3 - web url instead of reference link added to email

    While dragging a saved HPRM electronic record into an compose screen in outlook you used to get the option (I think in 7.1 - 7.3?) of inserting a reference link - in the new version a url is the only option - Would you anyone know where to turn off this…
  • RE: errors when opening WinZip files in HPRM 8.3

    Thanks Darren - not a possible size issue - the contents are a single 1 page vmbx containing a pdf * I would be interested if anyone may be able to shed light on the location and any possible information on the HPE Records Manager Email Viewer & if anyone…
  • Outlook Email Subject - Not being pulled Correclty

    When filing an Outlook Email to HP RM the "Subject" is used by Default, even if the subject is "altered" (to make is more meaningful) in Outlook or if the email is saved as a file to windows explorer with a more meaningful name, the Original subject is…
  • RE: Email notifications from Workflows not including a HPRM reference link

    Hi Jason - yes this is correct. in TAFE SA we have 2 folder types that have a workflow attached and both used to receive HPRM references in the email notifications when using TRIM 6.2 but since the upgrade to HPRM 8.1 we have not been receiving the link…
  • Email notifications from Workflows not including a HPRM reference link

    Hi I work for TAFE SA and we use HPRM 8.1 with Windows 7,8 and 10 with Microsoft Outlook 10, 13, and 16 and since we upgraded from TRIM 6.2 staff are no longer recieving links in the email notification created from workflow processes. Can anyone suggest…
  • Request Email Notifications

    We have had hp trim 7.0 (yes 7.0) and are now moving to the HPRM 8.2. We are in the process of testing the new environment and haven't found any success when attempting to have an email sent when a request has been placed. This could be something with…
  • Send to "Mail Recipient" is not displaying for some records.

    Hi, We are using HP TRIM ver. 7.3.5855 For some records, (in this case this is a TIFF image file), when you right click to bring up the context menu and click on "Send To" another sub menu pops up but it does not have "Mail Recipient". That option seems…
  • Indexing email issues...

    We just started using HP Trim for retention for the Email. I moved roughly 5,000 emails into the document store and had no problem doing that portion of it however we continue to receive errors everytime we try to run the index for this record type. Has…
  • Web Client Error

    I am running TRIM 7.1 on a Win 2008 R2 Server. It is common for users to drag emails from Microsofts Outlook and save them to an alternate location such as a share drive. However, when attempting to load these emails from an alternate location such as…
  • RE: ****FORUM FAQ**** - All your questions answered

    How do I subscribe to a topic? Topics can be subscribed to in a similar process that's used for subscriptions to Boards . 1) Navigate to the topic you wish to subscribe to, click the " Topic Options " link and select either " Subscribe to RSS Feed…