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 Viewpoint for Projects.

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

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

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 User Preferences for Local & Network Folder Integration
• 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