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Understanding functionality and limitations in New Outlook
Who is this article for?
Users of Mail Manager with New Outlook.
No special access is required.
This article provides an overview of the supported features and current limitations when using Mail Manager with New Outlook.
Understanding supported features
The following features are fully supported in New Outlook:
- Filing single and multiple messages
- Filing folders
- Viewing filing history in the Dashboard
- Using New and Classic Search
- Managing Locations
- Filing to Microsoft 365 locations (SharePoint, OneDrive, Teams)
- Filing to non-Microsoft 365 locations (including Windows folders and ProjectWise)
- Adding Filed Category
- Setting and editing User Preferences
- Using Suggested Locations
- Filing all messages in a .pst file from Outlook
- Sending a link
- Receiving prompts on scheduled send (messages set to be sent at a later date)
Note: When viewing filing history in the Dashboard, the From, To and Subject columns will not initially be populated for emails filed from New Outlook. However, these columns will be populated for filed folder filing.
Understanding current limitations
The following features have limitations or are not currently supported in New Outlook:
- Filing all messages in a folder from Outlook – limited to 100 or fewer messages
- File the message I'm replying to - Microsoft has not yet provided the API functionality so we can add this feature.
- No Mail Manager buttons in the New Outlook ribbon - Microsoft does not allow this with New Outlook
- Assigning existing folders as filed folders– not currently supported
- Filing from Multiple mailboxes – not currently supported
- Classic Outlook compatibility – the ribbon is disabled while New Outlook mode is active, meaning you cannot use Mail Manager in Classic Outlook simultaneously. You must choose to use either New Outlook mode or Classic Outlook mode
- Forced filing prompt on close of message – the feature that prompts you to file when closing a message after reading is not currently available due to limitations in New Outlook
Below is a summary of supported functionality when using this version.
| Feature | Supported | Comments |
|---|---|---|
| Filing a single message | ✔️ | |
| Filing multiple messages | ✔️ | |
| Filed folders | ✔️ | |
| View filing history (Dashboard) | ✔️ | Note that initially, the From, To and Subject columns will not be populated for emails filed from New Outlook (not including filed folder filing where they will be populated) |
| New and Classic Search | ✔️ | |
| Manage Locations | ✔️ | |
| File to MS 365 locations | ✔️ | SharePoint, OneDrive, Teams |
| File to non-MS 365 locations | ✔️ | Including but not limited to Windows folders, ProjectWise |
| File the message I'm replying to | ❌ | API's not available yet for this feature |
| Add Filed Category | ✔️ | |
| Set/Edit User Preferences | ✔️ | |
| Suggested Locations | ✔️ | |
| File All Messages in a Folder from Outlook | ❌ | Limited to 100 or lesser messages |
| File All Messages in a .pst from Outlook | ✔️ | |
| Assign Existing Folders | ❌ | |
| Send a Link | ✔️ | |
| Multiple Mailboxes | ❌ | |
| Prompt on Scheduled Send | ✔️ | I.e. a message set to be sent at a later date |
| Classic Outlook Compatibility | ❌ | Ribbon disabled while New Outlook mode is active. Hence in this mode you cannot use Ideagen Mail Manager in Classic Outlook. You must choose to use New Outlook mode or Classic Outlook mode. |
| Forced Filing Prompt on Close of Message | ❌ | I.e. the feature that prompts the user to file when the message is closed after reading. This is not possible at the moment because of limitations in the features in New Outlook |