Colligo Email Manager for Outlook User Guide

Colligo Email Manager for Outlook User Guide

User Guide

Colligo Email Manager for Outlook: User Guide

Contents

About This Guide ............................................................................................................................................................. 5 Audience ........................................................................................................................................................................ 5 Requirements............................................................................................................................................................... 5 Terminology.................................................................................................................................................................. 5

Colligo Technical Support............................................................................................................................................. 5 Installation ......................................................................................................................................................................... 6

EXE Installation............................................................................................................................................................ 6 MSI Installation............................................................................................................................................................ 6 Display Language........................................................................................................................................................ 6 Upgrading to version 8 .................................................................................................................................................. 6 First Launch ...................................................................................................................................................................... 7

Single Sign-On (SSO)............................................................................................................................................. 8 SharePoint Sites............................................................................................................................................................... 9

Add a SharePoint Site................................................................................................................................................ 9 Remove a SharePoint Site .....................................................................................................................................10 Search a SharePoint Site or Location.................................................................................................................11 Site and Location Options......................................................................................................................................12 Outlook View ...................................................................................................................................................................13 Outlook View Options ..............................................................................................................................................14

Browser View.........................................................................................................................................................15 SharePoint Views......................................................................................................................................................16

Column Types .......................................................................................................................................................16 SharePoint View Configuration........................................................................................................................17 Changing the SharePoint View ........................................................................................................................18 After You Change a View ...................................................................................................................................19 Streams and Pinned Locations.................................................................................................................................20 Streams ........................................................................................................................................................................ 20

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Colligo Email Manager for Outlook: User Guide

Add a Stream.........................................................................................................................................................20 Remove a Stream ................................................................................................................................................21 Pinned Locations ......................................................................................................................................................22 Pin a Location........................................................................................................................................................22 Go To Location......................................................................................................................................................23 Un-Pin a Location.................................................................................................................................................23 Refreshing Content.......................................................................................................................................................24 Sites ............................................................................................................................................................................... 24 Streams and Pinned Locations............................................................................................................................25 Synchronize Site and Synchronize All ................................................................................................................26 Show / Hide Sync Pane ..........................................................................................................................................26 Emails and Attachments.............................................................................................................................................27 Filing Emails................................................................................................................................................................27 Drag and Drop .......................................................................................................................................................27 Right-Click Context Menu ? Outlook Ribbon Button ................................................................................27 Location Filtering..................................................................................................................................................30 Best Practices for filing to SharePoint ...............................................................................................................30 Large Libraries ...........................................................................................................................................................30 Sharing content in an email...................................................................................................................................32 Send & File...................................................................................................................................................................33 Uninstallation ..................................................................................................................................................................33 Settings ............................................................................................................................................................................. 34 Feedback .......................................................................................................................................................................... 35

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Colligo Email Manager for Outlook: User Guide

Figures

Figures 1 a & b: Authentication (paid plans with federation)............................................................................. 7 Figure 2: Authentication (Basic Plan with AD)........................................................................................................ 7 Figure 3: Authentication (Basic Plan) ........................................................................................................................ 7 Figure 4: Where Colligo appears in Outlook............................................................................................................ 8 Figure 5: SharePoint Online (Office 365) authentication...................................................................................10 Figure 6: NTLM SharePoint authentication...........................................................................................................10 Figure 7: Removing a SharePoint site from the folder list................................................................................10 Figure 8: Search a SharePoint site...........................................................................................................................11 Figure 9: Search a SharePoint location ..................................................................................................................11 Figure 10: Site level options........................................................................................................................................12 Figure 11: Location level options..............................................................................................................................12 Figure 12: Outlook View...............................................................................................................................................13 Figure 13: Item right-click options when in Outlook View ................................................................................14 Figure 14: Browser View..............................................................................................................................................15 Figure 15: Toggle between Outlook View and Browser View..........................................................................15 Figure 16: Streams in the Colligo folder list ..........................................................................................................20 Figure 17: Refresh all sites .........................................................................................................................................24 Figure 18: Refresh a site..............................................................................................................................................24 Figure 19: Refresh a location.....................................................................................................................................24 Figure 20: Refresh all streams ..................................................................................................................................25 Figure 21: Refresh a stream.......................................................................................................................................25 Figure 22: Refresh a pinned location.......................................................................................................................25 Figure 23: Synchronize All...........................................................................................................................................26 Figure 24: Show / Hide the Sync Pane ...................................................................................................................26 Figure 25: Location filtering........................................................................................................................................30 Figure 26: Large libraries............................................................................................................................................30 Figure 27: Navigation popup......................................................................................................................................31

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Colligo Email Manager for Outlook: User Guide

About This Guide

This document provides guidance for the installation and use of Colligo Email Manager for Outlook. Additional documentation is available on the Colligo Support website at support/documentation. For sales related questions, please contact Colligo Sales at contact-sales.

Audience

This guide is intended for use by users of Colligo Email Manager for Outlook.

Requirements

Requirements are listed in the PDF version of the Release Notes, which are available on the Colligo Support website at . They are also listed in the Colligo Email Manager System Requirements knowledge base article at

Terminology

Throughout this document, Colligo Email Manager for Outlook will be referred to as Colligo Email Manager.

Colligo Technical Support

If you have a problem with your Colligo software, following are the available support options: 1. Colligo Knowledge Base: support/knowledgebase. 2. Colligo Support Community: support/community. This community is free and open to anyone. 3. Colligo Online Support: support/request. Submit a ticket online if you have current M&S or an active subscription.

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