Ideagen Mail Manager Enterprise
Introduction | Ideagen Mail Manager Enterprise
This curricula is designed for users of Ideagen Mail Manager Enterprise who work with Microsoft 365, SharePoint, Teams, and Outlook. It covers how to save emails and documents across platforms, connect Microsoft Outlook to SharePoint, and insert files from cloud locations like OneDrive. Whether you're managing day-to-day correspondence or archiving project files, this learning path provides the knowledge to file, search, and organise your content effectively. Additional courses will be added over time to support the full range of enterprise functionality.
Curriculum content
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In this course, you will learn how to access and manage SharePoint content directly from your desktop. 4 - 5 mins Learning objectives: ü Search records in the list view ü Apply filters to locate specific records ü Use the filter builder to create complex searches ü Save a search and access saved searches
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In this course, you will learn how to access and work with Microsoft 365 content directly from Outlook. 5 - 6 mins Learning objectives: ü Access Microsoft 365 content directly from Outlook ü View and interact with SharePoint and Teams libraries ü Insert files and emails into new messages ü Manage and edit items from within Outlook
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In this course, you will learn how to save email attachments to Microsoft. 4 - 5 mins Learning objectives: ü Save attachments to Microsoft 365 ü Capture metadata during the save process ü Convert documents to PDF before sharing ü Keep your team updated with shared files
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In this course, you will learn how to share attachments and documents to Microsoft Teams channels, and libraries. 5 - 6 mins Learning objectives: ü Share attachments and documents to Microsoft Teams ü Capture metadata when saving to Teams ü Collaborate with team members on shared files ü Access and manage Teams documents
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In this course, you will learn how to save documents from your desktop directly to Microsoft locations using Docs. 5 - 6 mins Learning objectives: ü Save documents from your desktop to Microsoft 365 ü Upload single or multiple files using drag and drop ü Capture and update metadata at the time of saving ü Open and edit documents directly from Docs
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In this course, you will learn how the application and it's plugins makes it easy to save content directly to SharePoint from your everyday applications. 4 - 5 mins Learning objectives: ü Access your SharePoint locations across Microsoft Office and Adobe ü Use favorite and recent locations for quick access ü Save documents directly to SharePoint with metadata ü Improve user adoption through consistent SharePoint experiences
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In this course, you will learn how to connect Outlook to Microsoft 365 and add favorite locations for saving emails and documents. 5 - 6 mins Learning objectives: ü Connect Outlook to Microsoft 365 ü Add SharePoint and Teams sites as favorites ü Create and organize categories ü Access emails and documents directly from Outlook
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In this course, you will learn how to insert content from Microsoft while composing or replying to an email in Outlook. 5 - 6 mins Learning objectives: ü Access Microsoft 365 content ü Insert files as links, attachments, or PDFs ü Search for and select the correct location ü Reuse recent files when composing emails
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In this course, you will learn how to connect Outlook to Microsoft 365. 5 - 6 mins Learning objectives: ü Connect Outlook to Microsoft 365 ü Add SharePoint and Teams sites as favorites ü Create and organize categories in your favorites ü Save and access emails and documents from Outlook
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In this course, you will learn how to save emails and attachments to Microsoft 365. 6 - 7 mins Learning objectives: ü Save emails and attachments to Microsoft 365 ü Capture metadata and email attributes ü View saved content in SharePoint ü Move or copy emails directly from Outlook
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In this course, you will learn how to copy emails and attachments from Outlook to SharePoint. 4 - 5 mins Learning objectives: ü Copy emails and attachments from Outlook to SharePoint ü Capture email attributes and metadata automatically ü Save multiple emails in a single transaction ü Move or copy emails using Outlook ribbon options