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Adding and Managing Locations
Who is this article for?
Users who want to learn how to utilise Locations in their day to day work.
No elevated permissions are required.
Mail Manager allows you to file messages in an easy and efficient manner. Locations are links filing destination folders. Each filing Location is formed of a friendly description and path.
This article outlines how to add Locations as part of your workflow.
- Adding Locations when filing
- Adding Locations via File Explorer
- Adding Locations via Tools
- Adding Locations using drag and drop
- Adding Locations using Append & Create
- Adding Locations from a text file (.csv)
1. Adding Locations when filing
To add Locations as part of the filing workflow:
- Open Outlook.
- Select a message to be filed.
You can select multiple. - Click File Email.
Alternatively, you can right-click the selected messages and select File Email. - Open More locations and options....
- Click Add.
The 'Add Location' window will appear. - Browse to find the Location.
- Add an optional Description.
- Choose a Collection to include the Location in.
- Determine the Usage.
- Click OK.
2. Adding Locations via File Explorer
To add Locations through local files:
- Open File Explorer.
- Navigate to the folder you want to add a Location to.
- Right-click the folder.
- Select Add Mail Manager Location.
Want to try this method?
Make sure Outlook is open before giving it a go!
3. Adding Locations via Tools
To add Locations using the tools:
- Open Outlook.
- Click Tools.
- Select Locations.
- Choose the Collection you want to add a Location to.
- Click Add Location from the ribbon options.
4. Adding Locations using drag and drop
To add Locations using this method:
- Open File Explorer.
- Select a Location folder.
You can select multiple folders when using this feature. - Drag and drop the folders onto the Locations tool.
To view or edit the description of added Locations:
- Select the New/Modifed items link on the status bar.
- Make required changes.
- Select Show all link to view your Locations.
5. Adding Locations using Append & Create
To add Locations using this method:
- Open Outlook.
- Open Tools.
- Select Locations.
- Select a Location folder.
You can select multiple folders when using this feature. - Drag and drop the folders onto the right-hand pane of the Locations tool.
- Select all added folders (Ctrl + A).
- Select Edit Path.
- Choose Append & Create.
- Enter the name of sub-folder(s).
If they don’t already exist, they will be created. - Click Start.
6. Adding Locations from a text file (.csv)
To add Locations through a file import:
- Open Notepad.
- Create a .csv that contains a single location (Path, Description) per line.
- Choose a Collection from the Collections list.
- Drag and drop the .csv file onto the list of Locations.
Descriptions and Paths will be populated automatically to match the file.
- Save the Collection as required.
Encountered an alert icon?
A warning symbol will be displayed in the status column if the Path is not available.