Viewpoint for Projects

If configured during installation, the user can set the following preferences to suit their own requirements.

Note: These options are only available to subscription licence users.

 

 

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Enable discovery of filing locations

When selected Mail Manager will search Viewpoint for folders called "Emails" and make them available in the filing and search windows without the need to add the locations via collection files. Recently added folders are automatically included after a few minutes.

Note: Only folders that the user has permissions to access will be available.

 

Destination folder name for discovery

Use to change the folder name to be discovered

 

Allow filing

When selected, Mail Manager will show the discovered folders available in the filing window

 

Allow searching

When selected, Mail Manager will show the discovered folders available in the search window

 

Include message subject in Viewpoint description

When mandated by Viewpoint to enter a description for new documents the message subject will be applied during filing.

 

Apply filed message status

When mandated by Viewpoint to apply a status to each message the entered value will be applied.

 

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