Mimecast for Outlook: Applying Document Services

Document created by user.oxriBaJeN4 Employee on Sep 4, 2015Last modified by user.oxriBaJeN4 Employee on Nov 3, 2016
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You can apply a document services profile to a message with Mimecast for Outlook. These policies allow you to perform various actions on the message including:

  • Converting documents to other file formats.
  • Stripping revision information from documents, including:
    • Document properties
    • Author credentials
    • Tracked changes
    • Comments
    • Microsoft Visual Basic for Applications macros.

 

You can also replace all attachments over 1MB from a message, and replace it with a notification sent to the recipient. It contains a link that allows the recipient to download the attachment from the Mimecast gateway. 

 

Mimecast for Outlook v7

 

Document Conversion

 

To apply a document conversion policy:

  1. Open Microsoft for Outlook.
  2. Compose an email as normal.
  3. Click on the Mimecast tab.
  4. Click on the Document Conversion icon. A list of document conversion policies is displayed.

    Apply Document Services
  5. Select the Document Conversion Policy you want to apply to the message.
    The "No Conversion" option ensures no Document Services policies are applied to the message.
  6. Click on the Send button.

 

 

To strip out attachments:

  1. Open Microsoft for Outlook.
  2. Compose an email as normal.
  3. Click on the Mimecast tab.
  4. Click on the Strip and Link Attachments icon.

    Apply Strip and Link
  5. Click on the Send button.

 

Mimecast for Outlook v6.3 or Before

 

Document Conversion

 

To apply a document conversion policy:

  1. Open Microsoft for Outlook.
  2. Compose an email as normal.
  3. Click on the Mimecast tab.
  4. Click on the Document Services icon. A list of document conversion policies is displayed.
  5. Select the Document Conversion Policy you want to apply to the message.
    The "No Conversion" option ensures no Document Services policies are applied to the message.
  6. Click on the Send button.

 

 

To strip out attachments:

  1. Open Microsoft for Outlook.
  2. Compose an email as normal.
  3. Click on the Mimecast tab.
  4. Click on the Attachment Strip and Link icon.
  5. Click on the Send button.
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