Creating and adding Collections in Mailmanager
Who is this article for?Users who want to know how to create static Collections via Mailmanager.
No special access or permissions are required. Note - These are static Collections as opposed to Collections added via Mailmanagers Autodiscovery feature.
Before starting, we recommend familiarising yourself with the different types of Collections and their purpose. This article will then walk you through the different methods for creating the Collections you need.
1. Adding a Local or Network Folder Collection
1.1. Creating new Collections
To create a new Collection:
- Select Tools from the ribbon.
- Open Locations.
- Click New (in the Collections section).
- Select Local and network folder from the Type dropdown.
- Click the Browse... button.
File Explorer will appear. - Navigate to the file path you want the create the Collection in.
- Enter a Filename for the Collection.
- Click OK.
Your new Collection will be added to the list of Collections in the Locations tool.
1.2 Adding existing Collections
To add a previously created Collection:
- Select Tools from the ribbon.
- Open Locations.
- Click Add.
- Select Local and network folder from the Folder type dropdown.
- Click the Browse... button.
File Explorer will appear. - Navigate to the required file path.
- Select the .mmCollection file.
- Click OK.
2. Adding a SharePoint Collection
Before adding SharePoint Collections, you need to enable the SharePoint integration.
To configure it, follow the steps to setting User Preferences for Microsoft 365 integrations.
You may be prompted to enter your Microsoft 365 credentials. This is a one time prompt, unless your password has changed.
2.1. Adding Collections manually
To add a Location:
- Select Tools from the ribbon.
- Click Locations.
- Click New (in the Collections section).
- Select SharePoint from the Folder type dropdown.
- Go to SharePoint in your browser.
- Navigate to (and open) the folder where Collection will be saved.
- Copy the full path from the address bar to the clipboard.
- Paste it into the Path field.
- Enter a Filename for the Collection.
- Click OK.
2.1. Adding Collections using browse
Before using this method, you have to set up the sites you want to browse.
To set up the sites:
- Select Tools from the ribbon.
- Go to User Preferences.
- Choose Microsoft 365.
- Ensure the SharePoint location picker is enabled.
- Ensure the Start from section contains the path of sites that you wish to browse.
To add a Collection:
- Select Tools from the ribbon.
- Click Locations.
- Click Add (in the Collections section).
- Select SharePoint from the Folder type dropdown.
- Click the Browse... button.
SharePoint File Picker will appear. - Enter the site you want to Start from
- Select the required .mmCollection file.
You can use the Search for function or manually navigate the folder tree. - Click Select.
- Click OK.
Your new Collection will be added to the list of Collections in the Locations tool.