Ideagen Mail Manager tutorials - step-by-step video guides
Step-by-step video tutorials covering filing received and sent emails, searching by project, using Collections and managing filing locations.
What happens if I file to the wrong place
Here we show you how to easily change the folder if you save in the wrong one.
How to manually file emails
We show you how to manually file an email in Mail Manager really quickly.
How to automatically file an email you're replying
Here we show you how to save time, by using the prompt tool when you are replying to an email.
How to file with SharePoint
Here we show you how to quickly file all emails from an outlook folder into SharePoint.
Filing emails without extra work - The 'prompt' feature
Here we show you how to set up a rule so you are prompted to file all your received emails when closing an email.
Filing attachments and emails in one go
Here we show you how to file an email and attachments in one go.
Filing an entire Outlook folder
Here we show you how to quickly file all email messages from an Outlook folder into a location folder.
Set up the filing assistant
Imagine a world in which you can put your feet up and your email filing will be done for you… Well, with our automated Filing Assistant, now you can.
Filing to multiple locations
Here we show you how to file an email to multiple folders.
How to create a new collection
Here we show you how to create a new collection for filing emails.
How to load and unload certain collections
Here we show you how to load & unload collections for filing emails.
Sending links to documents and emails
Here we show you how to share a link to an email location whilst you are filing the email. This feature will save you having to forward emails with large attachments.
How to navigate the social map
Here we show you how to use the social map tool.
Working productively with the Mail Manager search
Here we show you an overview of the Search window for easy navigation.
Controlling what happens after the email is filed
Here we show you how to edit and change what happens to an email after filing them.
Using comments to track emails and assign tasks
Here we show you how to add subject, comment and category information when filing.
Creating a filing location in SharePoint
Here we show you how to quickly create a filing location in SharePoint.
How to add a new filing location
Here we show you how to add a new filing location.