User Preferences

When to use User preferences?

  • The User preferences are used to speed up the process of filing messages and provide default options each time a message is filed.

  • During installation some preferences may have been pre-set and disabled to ensure that messages are filed in a consistent way that conforms to your office standards.

 

Opening the User Preferences Window

  • From the Mail Manager toolbar select Tools > User Preferences

  • This will open the User Preferences window

For more information about each section, see below:

General: Integrations:
Filing Local & Network Folders
Search Microsoft 365
Licensing Opentree
Updates Procore
  ProjectWise
 

Synergy

  Viewpoint for Projects