Microsoft Outlook
Reference selected emails from your Microsoft 365 mailbox in documents, comments and Neil.
Put this connection to work Set up Microsoft Outlook in the docs
Create a timeline from these selected emails and list the unanswered questions.
I’ll use the shared message bodies and headers. Attachments and other mailbox messages aren’t included.
Selected email captures
Correspondence timeline
- Events in date order
- Message references for each event
- Outstanding questions and follow-up
What’s connected.
Reference selected emails from your Microsoft 365 mailbox in documents, comments and Neil. Optional copying includes the message body and basic headers. Attachments and shared mailboxes are excluded.
Connection setup and permissions
An organisation admin connects the source, selects records and chooses the Seal groups that can read their captures. Sharing starts after review and a successful sync. Use @ in documents, comments and Neil. Disabling sharing blocks new reads; turning text copying off removes stored text; disconnecting deletes the copies. Original links use the reader’s source-system permissions.
Set up Microsoft Outlook
- Open Settings → Integrations → Set up Outlook and sign in with your Microsoft 365 work account.
- Choose a top-level mail folder, search by subject and select sent or received messages.
- Choose Seal groups and review the message text you will share before enabling the library.
Before it goes live.
Access and write-back
Reading records and writing back are separate decisions. Define which records are in scope, whose permissions apply and which changes require approval.
Data and failure handling
Agree the field mapping, identifiers, units and source of record. Test missing or duplicate data, interrupted transfers and recovery before relying on the connection.
Verification and release
Review the configured connection for its intended use. Keep the requirements, checks and evidence with the change, and approve the release through your team’s controls.