Viewpoint for Projects

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.

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.