Content Manager 10.x
How does Content Manager decide which locations will be automatically added to the record as 'Author' and 'Addressee' contacts when registering an email message?
Note: Before authors will be automatically added to email records, the "Create author from email sender" option must be enabled in the target record type's 'Metadata Capture' page. The same applies to Addressee contacts from an email's To, Cc and Bcc fields - the relevant option must be enabled on the record type.
When a user catalogues an email (either by drag & drop or Office integration), CM first interrogates the email for the Sender's email address. In most cases this will be an Internet (aka SMTP) format email address such as:
In some cases, however, the email will not contain "Internet header" information because it was sent from one staff member to another within the organisation's own on-premise Exchange mail server - in the case of these emails the Sender address will be a long string in Exchange-format, such as:
Once CM has determined the sender's email address it searches the locations list for any matching locations:
In the last scenario where no matching email address is found, the behaviour for users will vary depending on the organisation's choice of setting in: