File 2 Greentree

You can drag and drop a file onto a Greentree Filing icon and choose to save it as an Attachment within Greentree Desktop.

The filing process is done using a Web Service, so you must have a Console running before a File can be dragged, dropped and filed within Greentree as an Attachment against a record.. The console is the same web Service engine that services the various web E modules and Inbound Emails. As part of this feature, you can configure a Console from within CRM > System Options > Inbound Filing. If you already have the Console running for any E module, you do not need to configure and start another console. Your administrator defines the Listeners and can set it to start or.

The File2Greentree item is enabled through running the File2Greentree.exe located in the Greentree Bin directory. File2Greentree.exe has a matching INI file which contains the Greentree Server details and the users Greentree login name.

File2Greentree does not load when you access Greentree. You must follow the activate steps to use this feature.
File2Greentree must be activated on each client machine from which you want to use this feature.

You can add File2Greentree to the SendTo menu so that you can right-click on a File and Send it to Greentree. Once active, the Filing icon displays.

These Greentree items relate to the File2Greentree feature:

CRM > System > System Options > Inbound Files - System-wide Inbound Files setupfor all Users. This tab also contains a setting which can formmatically be updated to represent the minimum required version of the DLL. Greentree performs a check when using Inbound Filing to determine if an equal or later version of the DLL is in use.

If so, Greentree continues with the Inbound Filing. If not, an error message displays and you must update the version of the dll located in your Greentree \bin directory.
User Preferences > CRM > Inbound File - User-based Inbound Filing setup. If setup for a user, these settings change the Module Control settings above.
Relationships > Inbound Filing: This menu item gives access to the Inbound Filing form. This form is used to search on fully filed/partially filed/unfiled Inbound Emails and Inbound Files that were not successfully filed as Attachments within Greentree Desktop. You can drill down on an Inbound File and access the File Inbound Email form which enables you to file the Email against the Greentree record.
Workflow > System > Organise Desks - A new workflow toolbox items is available: File Inbound Emails. This workflow item is used to view all unfiled Inbound Emails and Files. You can drill down on an Email or File and access the File Inbound Email form which enables you to file the Email/File against the Greentree record.

Processing

The filing of Inbound Emails is performed as:

The steps involved in filing the Inbound Emails vary depending on the setup in System Options > Inbound Filing and User Preferences > CRM > Inbound File. If you select this option, the File Against dialog displays after you click the Greentree button in Outlook.

You must enter the context detail — for example, the lead that you want the Email to be filed against.

Click the File button to push the File to Greentree. Greentree matches the File Against detail to the Contacts and Greentree records. If a match is found, the inbound File is attached to the record in Greentree Desktop.

If Greentree does not find a match, the inbound File is not filed. In this case, a message displays to inform the user that manual filing of the File is required.

You can access and allocate unfiled items from Relationships > Inbound Filing or from the File Inbound Emails Workflow Desk item. The Inbound Filing form displays the detail of the File, the File Against detail that you can update to file the File against the required records in Greentree, as well as the Assigned User and Team.

Multiple Files can be dragged and dropped onto the Filing icon in which case all the selected files will be filed against the same record within Greentree.

If the File Against dialog is not turned on, then the File is not filed against a record in Greentree Desktop. A dialog displays informing you that you must file the Inbound File using Relationships > Inbound Filing or from the File Inbound Emails Workflow Desk item.

CRM System Options > Inbound Filing and CRM User Preferences > Inbound File contain a Confirm when re-filing option. If set and you try to file the same Email again, this message displays: File already exists within Greentree, do you want to file it again?

Filed Inbound Files are stored as Attachments against the Greentree record.