Mail Manager
Mail Manager
This curricula is designed for users of Mail Manager who want to get the most out of the application in their daily workflows. From searching and filing emails to using the dashboard, ribbon, and Snap 'n' Send tool, this learning path introduces a range of practical tools to streamline email management. You'll also explore user preferences, collections, integrations, and backup options to tailor the software to your needs. As new features and courses are added, this curricula will continue to support confident, efficient use of Mail Manager.
Curriculum content
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In this course, you will be guided through the Mail Manager ribbon in Outlook. This is your main access point for all Mail Manager tools and features—making it easy to file, search, label, and manage your emails. 3 - 4 mins Learning objectives: ü Identify where to find Mail Manager in the Outlook ribbon ü See where to access quick-access tools like File, Search, and Status ü See where to access advanced tools and support options
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In this course, you will learn how to view recent filing activity using the Mail Manager Status dashboard. This dashboard gives you a complete overview of what's been filed, where it's been filed, and by whom, making it easier to track activity and troubleshoot issues. 9 - 10 mins Learning objectives: ü Access the Status dashboard from the Mail Manager ribbon ü Filter and interpret filing activity results ü Use the Actions and Locations tools effectively ü Explore Filing Assistant and diagnostic tools
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In this course, you will learn three different methods to file emails, how to apply labels and comments, and how to access additional location options using the Mail Manager ribbon. 9 - 10 mins Learning objectives: ü Use the Quick File menu to file emails ü File emails using the send prompt and right-click options ü Access and customize filing options ü Apply reviewed labels and comments
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In this course, you will learn how to back up your Mail Manager data and restore it when moving to a new machine. This ensures your collections, preferences, and suggested locations stay intact. 3 - 4 mins Learning objectives: ü Access the Backup and Restore tool in Mail Manager ü Back up your data, including preferences and collections ü Restore your data on a new machine
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In this course, you will learn some of the the General Filing Preferences in Mail Manager. You'll see how to streamline your email filing process using built-in options designed to align with your organization's filing standards. 6 - 7 mins Learning objectives: ü Configure Search settings for personalized filing and search result ü Manage flexible license usage based on your working setup ü Set update preferences to stay current with the latest Mail Manager features
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In this course, you will learn about explore advanced user preferences in Mail Manager. We'll cover automatic cleanup settings, attachment handling, categories, and other configuration options that help customize your experience and streamline email management. 7 - 8 mins Learning objectives: ü Automate cleanup of filed messages ü Configure how attachments are handled ü Use categories and shared configuration folders ü Apply additional user preferences for efficiency
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In this course, you will learn how to configure your general user preferences in Mail Manager. We'll cover three key areas: Search, Licensing, and Updates. These options help you customize how Mail Manager works to suit your day-to-day workflow. 4 - 5 mins Learning objectives: ü Configure Search settings for personalised filing and search result ü Manage flexible license usage based on your working setup ü Set update preferences to stay current with the latest Mail Manager features
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In this course, you will learn about managing filing locations in Mail Manager. We'll show you how to organize your collections, set up and maintain filing locations, and customize your folder paths to suit your needs. 8 - 9 mins Learning objectives: ü Create and manage collections ü Add and customise filing locations ü Use editing tools and status indicators effectively
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In this course, you will take a look at the "Snap 'n' Send" tool in Mail Manager. You'll see how to capture part of your screen, mark it up, and share it quickly and efficiently. 5 - 6 mins Learning objectives: ü Capture screenshots using Snap 'n' Send ü Add highlights, shapes, and text to mark up images ü Save, export, or email your captures with ease
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In this course, you will learn how to use the "File All Messages in Folder" feature in Mail Manager. You'll learn how to file emails from an Outlook folder, including subfolders, to a chosen location, helping you stay organized and compliant. 4 - 5 mins Learning objectives: ü Use the "File All Messages in Folder" feature ü Choose where to file emails, including from subfolders ü Review the filing log for confirmation and tracking
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In this course, we'll look at managing integrations in Mail Manager. We'll explore how Mail Manager connects with platforms like Huddle, SharePoint, Microsoft 365, and more. You'll learn how to configure integration settings to streamline filing and searching across connected systems. 8 - 9 mins Learning objectives: ü Access the Integrations section in User Preferences ü Configure filing and search settings for each integration ü Understand behavior for SharePoint, Microsoft 365, Synergy, Viewpoint, and others