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