Procore

 

Mail Manager supports the filing and searching of messages in Procore by discovering the "Email" document folders you have access to, avoiding the need to manually add locations.

 

 

 

Prerequisites:

·    Enable Discovery of filing locations via User Preferences

·    Valid user sign-in credentials e.g. email address etc.

 

Notes:

·    Procore filing locations will appear under a collection called: Procore

·    Locations are discovered soon after starting Outlook and then once an hour

 

 

 

How to enable Procore locations

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

2.    Select Procore and enable the options as shown below:

3.    If required change the folder name and the nested folder level to be discovered

4.    Select OK

5.    After a short while you will be prompted to enter your Procore 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