Viewpoint for Projects Admin

  • Select the radio button and or check boxes to suit your requirements.

  • Select Refresh against each preference to ensure changes are applied to users machines.

  • If required, select Lock to prevent users changing a preference.

  • When complete choose the Save button. Changes will only be applied to those users where the Shared Configuration Folder has been implemented.

Changes can be made at any time during testing or any time after Mail Manager has been deployed.

Enable discovery of filing locations

  • When selected Mail Manager will search Viewpoint for folders called "Emails" and will make them available in the filing and search windows without the need to add the locations via collection files.

  • Recently added folders are automatically included after a few minutes.

  • Note: Only folders that the user has permissions to access will be available.

  • Up to 30 minutes later you will be able to start searching items that have been filed into your filing locations.

 

Destination folder name for discovery

  • Use to change the folder name to be discovered.

 

Nested folder level

  • Use to change the nested folder level to be discovered.

 

Allow filing

  • When selected, Mail Manager will show the discovered folders available in the filing window.

 

Allow searching

  • When selected, Mail Manager will show the discovered folders available in the search window.

 

Include message subject in Viewpoint description

  • When mandated by Viewpoint to enter a description for new documents the message subject will be applied during filing.

 

Apply filed message status

  • When mandated by Viewpoint to apply a status to each message the entered value will be applied.