Mail Manager supports the filing and searching of messages in Procore by discovering the "Email" document folders you have access to, avoiding the need to manually add locations.
Prerequisites:
| • | Valid user sign-in credentials e.g. email address etc. |
Notes:
| • | Procore filing locations will appear under a collection called: Procore |
| • | Locations are discovered soon after starting Outlook and then once an hour |
How to enable Procore locations
| 1. | From the Mail Manager ribbon or toolbar select Tools > User preferences...
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| 2. | Select Procore and enable the options as shown below:
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| 3. | If required change the folder name and the nested folder level to be discovered |
| 5. | After a short while you will be prompted to enter your Procore credentials to allow Mail Manager to search for your filing locations |
| 6. | The projects you have access to will be available to file to after a few minutes |
| 7. | Up to 30 minutes later you will be able to start searching items that you have filed, together with others in the same location |
