User preferences

User preferences

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When to use User preferences?

The User preferences are used to speed up the process of filing messages and provide default options each time a message is filed. During installation some preferences may have been pre-set and disabled to ensure that messages are filed in a consistent way that conforms to your office standards.

 

In use:

From the Mail Manager ribbon or toolbar select Tools > User preferences...

 

 

 

Select the required section below for more information:

Filing

Search

Licencing

Updates

Integrations:

Local & Network folders

Microsoft 365

Procore

ProjectWise

Synergy

Viewpoint for Projects