Who is this article for?

Ideagen Mail Manager Administrators making config changes to Ideagen Mail Manager.

Access to edit User Preferences is required.

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

Ideagen 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 Microsoft 365.

This article includes details on how to configure the options relating to Microsoft 365, and is split into the following sections:

1. Microsoft Teams
2. Microsoft Sharepoint
3. Further Reading

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

1. Microsoft Teams

Discover filing locations

• When enabled Ideagen Mail Manager supports the filing and searching of messages in Microsoft Teams by discovering the Teams that you are a member of
• Avoids the need to manually add locations to a collection file.
• Before enabling, see prerequisites for Teams Locations

2. Microsoft Sharepoint

Discover filing locations

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

Allow filing

• When selected, Ideagen Mail Manager will show SharePoint locations in the filing window.

Allow searching

• When selected, Ideagen Mail Manager will show SharePoint locations in the search window.

Enable SharePoint location picker

• Before manually browsing SharePoint folders you need to configure the SharePoint location picker (may have been pre-configured by Ideagen Mail Manager Administrator)
• Select Update to manage which SharePoint Tenants to use.
• Select the Add button and when prompted enter the root URL of the SharePoint tenant you want to use.
• Create starting points from which browse SharePoint sites, equivalent to using drives in Windows Explorer.
• Add the relevant URL of the SharePoint site you want to start from and select OK.

Looking to manually add a site to Ideagen Mail Manager? Visit How to Manually Add a SharePoint site to Ideagen Mail Manager for details.

3. Further Reading

• How to Configure Admin Preferences
• How to Set User Preferences for Local & Network Folder 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
• How to Manually Add a SharePoint site to Ideagen Mail Manager