Microsoft 365

If configured during installation, the user can set the following preferences to suit their own requirements.

Note: These options are only available to subscription licence users.

 

Discover filing locations

  • When enabled Mail Manager supports the filing and searching of messages in Microsoft Teams by discovering the Teams that you are a member of

  • Avoids the need to manually add locations to a collection file.

  • Before enabling, see prerequisites for Teams Locations

Discover filing locations

  • Requires configuration before this option can be enabled. Contact:support.mailmanager@ideagen.com for more information.

  • Please note that this option is only available for subscription licence users.

 

Allow filing

  • When selected, Mail Manager will show SharePoint locations in the filing window.

 

Allow searching

  • When selected, Mail Manager will show SharePoint locations in the search window.

 

Enable SharePoint location picker

  • Before manually browsing SharePoint folders you need to configure the SharePoint location picker (may have been pre-configured by Mail Manager Administrator)

  • Select Update to manage which SharePoint Tenants to use.

  • Select the Add button and when prompted enter the root URL of the SharePoint tenant you want to use.

  • Create starting points from which browse SharePoint sites, equivalent to using drives in Windows Explorer.

  • Add the relevant URL of the SharePoint site you want to start from and select OK.