Fresh Projects

00:00: This article explains how to sharpen filing suggestions for a project using aliases,

00:05: external code mapping and vendor domains.

00:09: Aliases are the alternate names your team actually uses for a project, matched

00:14: equivalently to its formal name.

00:17: Vendor domains are the external parties whose email nearly always belongs to a

00:22: project,

00:22: such as a consultant or a client.

00:26: Both are optional,

00:27: but they are the quickest way to improve suggestions early on,

00:31: before there is much filing history to learn from.

00:35: To start, in the admin portal,

00:37: select "Company Setup".

00:40: Then, select "Projects" to see your project list.

00:45: Find the project you want to work on, then select the profile icon on its row.

00:51: This opens the project's profile, where its aliases,

00:54: domains and external codes are held.

00:58: Under "Aliases", enter an alternate name your team uses for this project and press

01:03: Enter.

01:05: If everyone calls Avalon Cultural Centre "ACC",

01:08: add that here,

01:09: and mentions of ACC will raise the confidence of that match.

01:14: You can add as many aliases as you need.

01:18: Next, under "Vendor domains", enter the domain of an external party whose email usually

01:24: belongs to this project.

01:27: Email arriving from that domain scores higher on participant match for this project,

01:32: regardless of which individual sent it.

01:36: Then, under "External code map",

01:38: you can add the reference code an external party uses for this project.

01:44: Consultants often run their own numbering.

01:48: If your engineer refers to this job as BBH-01, adding that code helps Fresh Memory recognise

01:53: their email as belonging to your project.

01:57: Further down, under "Manual folder aliases",

02:00: you can add the name of an Outlook folder you know belongs to this project.

02:06: Below that, the profile shows what Fresh Memory has worked out for itself,

02:10: including learned folder aliases and the project's lexical profile.

02:16: These are built from your confirmed filings,

02:18: so they fill in as your team files,

02:20: and are not edited from here.

02:23: Once you have added everything you need,

02:25: select "Reseed".

02:28: This rebuilds the profile from your confirmed email history and applies your

02:32: changes.

02:34: Anything you have previously dismissed stays dismissed.

02:39: Because your projects are synced to Fresh Projects,

02:42: reseeding saves your changes,

02:44: so the "Save" button is no longer active.

02:48: Select "Close" to exit the profile.

02:52: You have now successfully configured a project's vendor domains,

02:55: external code mappings and aliases in Fresh Memory.