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Implementing Mail Manager

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Watch helpful videos showing you how to make the most of Mail Manager.

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Tutorials

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filing

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.

filing

How to manually file emails

We show you how to manually file an email in Mail Manager really quickly.

filing

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.

filing

How to file using drop folders

Here we show you how to file using drop folders.

filing

How to file with SharePoint

Here we show you how to quickly file all emails from an outlook folder into SharePoint.

filing

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

Filing attachments and emails in one go

Here we show you how to file an email and attachments in one go.

filing

Filing an entire Outlook folder

Here we show you how to quickly file all email messages from an Outlook folder into a location folder.

filing

Filing to multiple locations

Here we show you how to file an email to multiple folders.

collections

How to create a new collection

Here we show you how to create a new collection for filing emails.

collections

How to load and unload certain collections

Here we show you how to load & unload collections for filing emails.

filed

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.

filed

How to navigate the social map

Here we show you how to use the social map tool.

filed

Working productively with the Mail Manager search

Here we show you an overview of the Search window for easy navigation.

filed

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.

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Using comments to track emails and assign tasks

Here we show you how to add subject, comment and category information when filing.

location

Creating a filing location in SharePoint

Here we show you how to quickly create a filing location in SharePoint.

location

How to add a new filing location

Here we show you how to add a new filing location.

filing

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.

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