Fresh Projects

Getting Started - Admin 8

• Granting Outlook admin consent
• Adding and Configuring Overheads
• Manage Email Blacklist Rules
• Managing your permission groups
• Project Aliases, Vendor Domains and External Code Mapping

View all 8

Getting Started - User 2

• Installing, pinning the add-in and linking your mailbox
• Complete user filing, restricting and asking walkthrough

Dashboards and Maintenance 3

• Reading the usage dashboard during rollout
• Understanding Filing Health
• Setting your on track and needs help thresholds

Filing Email 1

• Configure Auto Filing Rules for Bulk Filing

Troubleshooting 1

• Copying your add-in logs for support