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 integrating with Viewpoint for Projects, and is split into the following sections:

1. Viewpoint for Projects Configuration
2. Further Reading

Needing help accessing the Admin Preferences section? Visit How to Configure Admin Preferences for details.

1. Viewpoint for Projects Configuration

Enable discovery of filing locations

• When selected Mail Manager will search Viewpoint for folders called "Emails" and will 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.
• Up to 30 minutes later you will be able to start searching items that have been filed into your filing locations.

Destination folder name for discovery

• Use 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.

Include message subject in Viewpoint description

• When mandated by Viewpoint to enter a description for new documents the message subject will be applied during filing.

Apply filed message status

• When mandated by Viewpoint to apply a status to each message the entered value will be applied.

2. Further Reading

• How to Configure Admin Preferences
• How to Set Filing Preferences
• How to Set Search Preferences
• How to Set Licencing Preferences
• How to Set Local & Network Folders Preferences
• How to Set Microsoft 365 Preferences
• How to Set Opentree Preferences
• How to Set Synergy Preferences
• How to Set ProjectWise Preferences