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New article Recently updated

Using Ideagen Mail Manager with New Outlook

By Perry Hughes
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Who is this article for?

Users wanting to use Ideagen Mail Manager desktop with New Outlook.

Ideagen Mail Manager desktop v15.0 build 2993 or later is required.

This help article shows you the basics of using Ideagen Mail Manager desktop with New Outlook and the subtle changes required because of the differences with New Outlook.
This New Outlook functionality needs to be setup ahead of time before it will work.

00:16: When you send an email, this will send a signal to your Mail Manager Desktop App, and open the File Message window.

00:51: Once again, in the File Message window, choose a location and click File.

00:55: Mail Manager then files the email in the background to the location you selected.

01:01: Lastly, I’ll show you how to file multiple emails in New Outlook.

01:05: First, select the emails you want to file, and the Selection Action Bar will appear on the right.

01:12: Locate the Mail Manager option, click to launch File Message window.

01:17: Then in the File Message window, choose a location and click File.

01:21: Again, it will file the email in the background to the location you selected.

01:26: In the Windows task tray, you’ll find the Mail Manager icon.

01:30: This gives you quick access to other Mail Manager features.

01:34: From the menu, you can access the dashboard, user preferences, search, check for updates and more.

01:42: That's how male manager works in the new outlook from filing emails as you send them to filing single and multiple emails efficiently.

01:49: With a modern guided experience, filing is faster more consistent and easier than ever.

01:56:

1. Filing emails

To file an email:

  1. Open New Outlook.
  2. Send an email.
    You should receive the Ideagen Mail Manager filing prompt after a few seconds.
  3. Alternatively, click the Ideagen Mail Manager icon with an email selected.
  1. The prompt should pop up as below.

In this early version, the location suggestion feature is not yet enabled. This will be released soon.

2. Drag and dropping emails

Just like in Classic Outlook, you can drag and drop to file emails using the filed folders after filing setting.

If you already use the Filed Folders after filing setting, you can just drag emails into filed folders on the right to have them file as normal.

If you use another after filing setting:

  1. Access tools from the icon tray.
  2. Hover Tools.
  3. Open User Preferences.
  4. Select Move to Filed folders, multiple Inbox sub-folder with the same description as the filing location.
  5. Click OK.

This will create an Outlook inbox sub-folder for every location you file an email to. You can then drag emails into these filed folders to have them file as shown below. 

This is a one-way sync that happens every 5 minutes.
 

3. Adding a filing icon

You can add the Ideagen Mail Manager filing icon to show in every email to make access easier.

To add the icon:

  1. Click the Three dots in the top-right of an email.
  2. Select Customize Actions.

  1. Tick Ideagen Mail Manager under Apps.
  2. Click Save.

This will then add the small Ideagen Mail Manager file email icon to every new email.

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