PDF Dateien aus Mail in Anhänge ziehen

Hi @Anna Skowasch,

This is not possible at the moment. You have to save the PDF file first to some location and then only you can drag and drop it to attachments . 

Hope this helps!

No, unfortunately not. This is too time consuming.

One other alternative would be to use the Document Management MS Office Addin capabilities. There, mail attached document files can be imported straightaway into document management.

Please read the below if above is an option to be considered,

Create Documents from Microsoft Office
Explanation
This activity is used to import documents using the Office Add-In feature. When it is used, the log on screen is prompted to enter username and password if you are not already logged into IFS Cloud. Correspondence attributes will automatically be set when importing e-mails.

Import Microsoft® Word, Microsoft® Excel and Microsoft® PowerPoint® files

To import a newly created file or an existing file to IFS Document Management, click Save as new document button in the IFS Applications tab. If the document is not saved on your computer already, you will be prompted to save it in a temporary location. Then, Create Document from Microsoft Office assistant will open. Enter the document class and other information as required and click Finish.

Import e-mails from Microsoft® Outlook.

To import an existing e-mail click, Save as new document button (or to send and import a new e-mail click Send and Save as New Document button) in the IFS Applications tab. If you are saving an e-mail with attachments, depending on your settings you might get a dialog inquiring whether you want to save the e-mail with attachments or only the attachments. Then, Create Document from Microsoft Office assistant will open. Enter the document class and other information as required and click Finish.

Prerequisites

• You should have installed IFS Document Management for Microsoft Office Add on and configured the settings.
• To import e-mails using the Office Add-In functionality, the e-mail application (file type MSG) should be registered in the EDM Basic/File Types.
• To import other Microsoft Office files, the file types should be registered in the EDM Basic/File Types.
• IFS Aurena Agent must be installed.