Who is this article for?

Administrators responsible for configuring Mail Manager.

User Preferences editpermissions are required.

User Preferences control the behaviour of the tool and help your users with the filing process through various integrations. They can speed up the process of filing messages and provide default options each time a message is filed. This article talks you through how to access and configure the Procore integration.

1. Accessing Integrations
2. Configuring Procore Integration
3. Further reading

1. Accessing Integrations

To access Integration settings:

1. Select Tools.
2. Go to User Preferences.
3. Click Procore (under Integrations).

Options available to individual users may differ based on separate settings. Learn how to control these for all users by configuring Admin Preferences.

2. Configuring Procore Integration

Procore can be configured using the following settings:

• Enable discovery of filing locations - Searches Procore for folders called "Emails" and automatically assign them as filing location in Mail Manager. For best performance create an Emails folder at the first level of each project. Recently added folders are automatically included after a few minutes.
• Destination folder name for discovery - Specifies the folder name to be discovered (required).
• Nested folder level - Limits the number of folder levels that will be searched. The more levels searched, the longer it will take to discover folders.
• Allow filing - Shows the discovered folders (filing Locations) available during the filing process.
• Allow searching - Shows the discovered folders (filing Locations) available in the search window.

3. Further reading

• Configuring Admin Preferences
• Setting User Preferences for Local & Network Folder Integration
• Setting User Preferences for Microsoft 365 Integration
• Setting User Preferences for ProjectWise Integration
• Setting User Preferences for Synergy Integration
• Setting User Preferences for Viewpoint for Projects Integration