Set a Default Record Type in Outlook

If your organisation has a variety of Record Types for electronic documents your users will find it useful to set a default Record Type for their email records.  By doing so they’ll reduce the risk of accidently using the incorrect Record Type.

In Outlook go to the HP TRIM / RM ribbon. Select the Settings option.  Once the Settings window appears click on the KwikSelect and choose the preferred default.  Click OK and you’re ready to save emails faster.

Send a Comment

Your email address will not be published.