Mail Manager supports the filing and searching of messages in Opentree by discovering the "Email" document folders you have access to.
Prerequisites:
| • | Valid user sign-in credentials e.g. username and password |
Notes:
| • | Locations are discovered soon after starting Outlook and then once an hour |
How to enable Opentree locations
| 1. | From the Mail Manager ribbon or toolbar select Tools > User preferences...
|
| 2. | Select Opentree and enable the options as shown below:
|
| 3. | If required change the folder name to be discovered |
| 5. | After a short while you will be prompted to enter your Opentree 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 |
