Managing your collections

Managing your collections

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1.Select the Locations menu item from the Mail Manager section of the Outlook ribbon:
 

 
The Locations tool will appear:
 

 

Load and unload a collection

Loading and unloading collections is achieved by toggling the light-bulb icon from yellow to grey:

 

Loaded:

The collection and its associated locations will available when filing or searching.

Unloaded:

The collection and its associated locations won't be available when filing or searching.

 

Move a collection

Using the move option you can move the selected collection from one folder to another. This can be useful when you have created a collection on your local drive and want to make it available to others by moving it to a network folder.

 

In Use:

Either select a collection, right-click and choose Move.

Or choose the menu shown below and select Move.

 

 

The Browse for Folder window will appear.

Browse to the required folder and then select OK.

 

Remove a collection

Using the remove option removes the selected collection from your list of collections, it won't affect other users who are using the same collection.

 

In Use:

Either select a collection, right-click and choose Remove.

Or choose the menu shown below and select Remove.

 

 

The selected collection will be removed from your list of collections.

 

Rename a collection

You can rename a collection as follows. Note anyone else that used the renamed collection will need to remove and re-add the collection. This can be done centrally via the Shared configuration Folder and the Collections.txt file.

 

In Use:

Either select a collection, right-click and choose Rename.

Or choose the menu shown below and select Rename.

 

 

The Collections Rename window will appear.

Enter the required name and select OK.