PM Integration - Communications in CMiC ECM in MS Outlook (Classic)

Dragging and dropping an email or file on the communications folder in CMiC ECM will cause an un-submitted communication record to be created with attachments of the document type based on settings in Manage Uploads.

Double-clicking the document under the Communications folder in the top pane will open the CMiC Field interface for the user’s single sign-on to CMiC, and will then show the communication record.

Document records are also created in Document Management > Attachments of the same project:

Double-clicking the attachment in the bottom pane will open the attachment in the program it was created in (Excel, Word, Adobe, etc.).

The Subject and Message fields can be modified in the lower pane of the ECM section when details mode is on (please refer to the Detail Pane subsection of the Plug-In Interface Features section of this guide).

Created communications can be submitted from the context menu by right-clicking on the item.

NOTE: This option is available when Apply Filters > Not Submitted is used: