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How to Set Procore Preferences
Who is this article for?Mail Manager Administrators making config changes to Mail Manager.
Edit permissions to the Shared Configuration Folder is required.
Mail Manager includes an administrator tool to centrally update and control all user preferences across your organisation. These preferences are enabled via radio buttons and checkboxes which can be toggled on/off to suit your requirements.
The Refresh checkbox will ensure changes are applied to users machines through a forced refresh and Lock will prevent users changing a preference.
This article includes details on how to configure the options relating to Procore integration, and is split into the following sections:
Needing help accessing the Admin Preferences section? Visit How to Configure Admin Preferences for details.
1. Procore Admin Configuration
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
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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.