Who is this article for?

Mail Manager Administrators making config changes to Mail Manager.

Access to edit User Preferences is required.

Important: Filing Preferences can be controlled by your Mail Manager administrator. As a result, some of these options may be disabled and only changeable by an administrator.

Mail Manager user preferences can control the behaviour of the tool and assist you in your filing process. User preferences are used to speed up the process of filing messages and provide default options each time a message is filed.

One of these areas is integrating with local and network folders.

This article includes details on how to configure the options relating to local and network folders, and is split into the following sections:

1. Local & Network Folders Configurations
2. Further Reading

Are you an admin? Visit How to Configure Admin Preferences for details on how to control these settings for all users.

1. Local & Network Folders Configurations

Discover Filing Locations

• Requires configuration before this option can be enabled. Contact: support@mailmanager.com for more information.
• This option is only available for subscription licence users.

Apply file system 'Read only' attribute to filed items

• When selected, filed items that contain the 'Read only' attribute will allow multiple users to open the same message at the same time.

Default path type

• This applies when creating new locations for e.g. if a user adds a filing location by navigating to the path using a drive letter, you can ensure it will always be converted to a UNC path.

2. Further Reading

• How to Configure Admin Preferences
• How to Set User Preferences for Microsoft 365 Integration
• How to Set User Preferences for Opentree Integration
• How to Set User Preferences for Procore Integration
• How to Set User Preferences for ProjectWise Integration
• How to Set User Preferences for Synergy Integration
• How to Set User Preferences for Viewpoint for Projects Integration