Mail Manager supports the filing and searching of messages in Viewpoint for Projects by discovering the projects you have access to, avoiding the need to manually add locations.
Note: This option is only available for subscription licence users.
Prerequisites:
• | Valid user sign-in credentials e.g. email address etc. |
Notes:
• | Viewpoint for Projects filing locations will appear under a collection called: 'Viewpoint for Projects' |
• | Locations are discovered soon after starting Outlook and then once an hour |
How to add Viewpoint locations automatically
1. | From the Mail Manager ribbon or toolbar select Tools > User preferences...
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2. | Select Viewpoint for Projects and enable the options as shown below:
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3. | If required change the folder name to be discovered |
5. | After a short while you will be prompted to enter your Viewpoint for Projects 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 have been filed into your filing locations |