Viewpoint for Projects

Viewpoint for Projects

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Mail Manager supports the filing and searching of messages in Viewpoint for Projects

 

 


Prerequisites:

Valid user sign-in credentials e.g. email address and password.

 

 


How to add a Viewpoint for Projects filing location:

 

1.Open the Add Location window via:
File message window
Locations tool
 
The Add Location window will appear:
 

 
2.Select the type of location to be added i.e. Viewpoint for Projects
3.From Viewpoint for Projects navigation window select the destination folder for the messages, right-click and select Configure, then This Container e.g.
 

 
4.In the Configuring the container... window copy the "Current location" path to the clipboard e.g.
 

 
5.Paste the path into the Location text field
6.Enter a suitable description for the location.

Use the < and > buttons to use the folder names as the description.

The description can be updated at any time via the Locations tool.

7.Select a Collection to which the location will be added to
8.Select OK

 

Up to 30 minutes later you will be able to search items that have been filed into your Viewpoint for Projects filing locations.

 


Notes:

Viewpoint for Projects locations are not verified like they are for local and network folders, therefore the locations status column will be empty.
You will be prompted to enter your Viewpoint for Projects credentials e.g. email address and password, this is a onetime prompt, unless your password has changed.