Fresh Projects

Getting Started - Admin 10

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

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Getting Started - User 2

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

Dashboards and Maintenance 4

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

Filing Email 2

• Link Outlook folders to projects with Auto Filing Rules
• Bulk Filing

Troubleshooting 1

• Copying your add-in logs for support