Who is this article for?

Mail Manager Users that want to use Mail Manager with Bentley ProjectWise.

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.

This article includes details on how to configure the options relating to integrating with ProjectWise, and is split into the following sections:

1. ProjectWise Configuration
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. ProjectWise Configuration

From the Mail Manager toolbar select Tools > User Preferences

The User Preferences window will appear:

Enable discovery of filing locations

• When enabled, Mail Manager will discover the projects that contain the specified email folder and show them in the filing and search windows.

Reset Locations

• Select to reset all your ProjectWise locations to use only the ones you can edit, This may take while to complete.

Allow filing of ProjectWise

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

Allow searching of ProjectWise

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

2. Further Reading

• Add ProjectWise Locations
• How to Configure Admin Preferences
• How to Set User Preferences for Local & Network Folder Integration
• How to Set User Preferences for Microsoft 365 Integration
• How to Set User Preferences for Procore Integration
• How to Set User Preferences for Synergy Integration
• How to Set User Preferences for Viewpoint for Projects Integration