Procore

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 Procore for folders called "Emails" and 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.

• After a short while you will be prompted to enter your Procore credentials to allow Mail Manager to search for your filing locations.

• Up to 30 minutes later you will be able to start searching items that you have filed, together with others in the same location.

 

Destination folder name for discovery

• This can be used 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.