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VNCmail Web Client and Desktop Client User Manual

Updated till 2.6 version

Getting started

Install VNCmail Desktop Client

To install the VNCmail desktop client follow exactly the same procedure as that of installing the VNCtalk desktop client. Refer to the "VNClagoon Desktop Client Installation" section, for a step-by-step guide.

Review the profile information

To review your profile information, you should click the avatar photo and click Profile:

You can see that the profile information contains the panel with the actions and tabs with the contact information:

1 - actions panel. The panel consists of buttons that launch some actions in a corresponding VNC product:

Button Action
Audio call/Video call The buttons are not active because you cannot call yourself.
Chat The button is not active because you cannot chat with yourself.
Email Redirects to VNCmail and opens a form to compose an email.
Task Redirects to VNCtask and opens a form to create a task for a contact.
Ticket Redirects to VNCproject and opens a form to create a ticket.

2 - tabs with the contact information. The data accessible via these tabs depends on your role within your organization:

Tab Information
Contact Info Displays basic information with your full name, company and job position, address, phone, email, date of birt, time zone, language, skills and interests.
HR Data Displays different HR data, such as your gender, marital status, private contact and address data, payment mode and hourly rate. The data displayed in the tab is imported from VNCdirectory.
Account details Displays identity management and access / permission management data, such as your role as a team member, RFC limit for your account, list of VNC products that are available for your account and so on. The information is managed in VNCdirectory.
Recent activity The tab is not active.

Change the password

  1. Click the avatar photo:

  2. Click Change password:

  3. Fill in the fields and click CHANGE.

Log out

  1. Click the avatar photo:

  2. Click Logout:

Upload the profile photo

  1. Click the avatar photo and click Profile:

  2. Click the avatar photo icon:

  3. Click UPLOAD and select required photo/image.

  4. Click Save.

Remove the profile photo

  1. Click the avatar photo and click Profile:

  2. Click the avatar photo icon:

  3. Click REMOVE. You should see the following notification:

    Profile avatar removed

Check the application version

  1. Click the cogwheel icon:

  2. Navigate to Help -> App Info:

Access User Manual

  1. Click the cogwheel icon:

  2. Navigate to Help -> User Manual:

Contact VNC Service Desk

  1. Click the cogwheel icon:

  2. Navigate to Help -> VNC Service Desk:

Access FAQ

  1. Click the cogwheel icon:

  2. Navigate to Help -> FAQ:

Access "Terms of use"

  1. Click the cogwheel icon:

  2. Navigate to Legal Notice -> Terms of use:

Access "Data Privacy Policy"

  1. Click the cogwheel icon:

  2. Navigate to Legal Notice -> Data Privacy:

  1. Click the cogwheel icon:

  2. Navigate to Legal Notice -> Imprint:

Preferences

Main preferences

Main preferences allow to customize the general settings:

  • Time Zone;
  • language;
  • theme;
  • search settings.

To customize the general settings, navigate to Preferences -> Main preferences:

Or click the cogwheel icon and navigate to Preferences -> Main Preferences:

Customize the settings and click Save.

Account preferences

Account preferences allow to:

  • customize your default email account;
  • add your other external email addresses. For example, if you have Gmail account, you can add it to VNCmail and send emails from this Gmail account.

Customize the default email account

  1. Navigate to Preferences -> Account preferences:

    Or click the cogwheel icon and navigate to Preferences -> Account preferences:

  2. You can rename your default email account, just replace DEFAULT in Account name field.

  3. Enter a name, which will appear in "From" field in an email, to Name field.
  4. If you want sent emails to have "Reply to" field, tick Set the "Reply-to" field of email messages to. Enter a username to Name field and select required email address from Email drop-down menu.
  5. If you want to add some signature to your emails, refer to "Signatures" subsection.
  6. Click Save.

Add an external email address

You can add an external email address and send emails from this email address.

  1. Navigate to Preferences -> Account preferences:

    Or click the cogwheel icon and navigate to Preferences -> Account preferences:

  2. Click Add Account:

  3. Fill in the following fields:

    • Account name - enter the account name;
    • Email address - enter an email address. After you enter the email address, Username of Account and Email Server fields are filled in automatically;
    • Password - enter a password of the email address.
  4. Tick required protocol: POP or IMAP.

  5. If you need to change IMAP port - tick Change IMAP port and change the port.
  6. If you need to use SSL connection when accessing the server - tick Use an encrypted connection (SSL) when accessing this server.
  7. Enter a name that will appear in "From" field in an email.
  8. If you want sent emails to have "Reply to" field, tick Set the "Reply-to" field of email messages to. Enter a username in Username field and select required email address from Email drop-down menu.
  9. If you want to add some signature to your emails, refer to "Signatures" subsection.

Mail preferences

Mail preferences allow to:

  • customize sent emails displaying;
  • customize the options for received messages;
  • customize the options for composing emails;
  • customize spam options;
  • customize the access from other mail clients.

Customize the settings of sent emails displaying

  1. Navigate to Preferences -> Mail Preferences:

    Or click the cogwheel icon and navigate to Preferences -> Mail Preferences:

  2. Customize the options in Displaying messages block, scroll down, and click Save.

Customize the settings for received emails

  1. Navigate to Preferences -> Mail Preferences:

    Or click the cogwheel icon and navigate to Preferences -> Mail Preferences:

  2. Customize the options in Receiving messages block, scroll down, and click Save.

Customize the settings for composing emails

  1. Navigate to Preferences -> Mail Preferences:

    Or click the cogwheel icon and navigate to Preferences -> Mail Preferences:

  2. Customize the options in Composing messages block, scroll down, and click Save.

Customize the spam settings

  1. Navigate to Preferences -> Mail Preferences:

    Or click the cogwheel icon and navigate to Preferences -> Mail Preferences:

  2. Customize the options in Spam mail options block, scroll down, and click Save.

Customize the access from other mail clients

  1. Navigate to Preferences -> Mail Preferences:

    Or click the cogwheel icon and navigate to Preferences -> Mail Preferences:

  2. Customize the options in Access from other mail clients block, scroll down, and click Save.

Filters

You can manage your incoming and outgoing mail using filters. You can add, delete, and apply filters for incoming email. For outgoing email, you can add and apply filters.

To customize the filters for mail, navigate to Preferences -> Filters:

Or click the cogwheel icon and navigate to Preferences -> Filters:

If you need to add, remove, or apply filters for incoming mail, select required option (Add Filter, Remove Filter, Run Filter) in Incoming message filters block. If you need to add or apply filters for outgoing mail, select required option (Add Filter, Run Filter) in Outgoing message filters block.

Signatures

You can:

  • add a new signature, which will be visible in sent emails;
  • check the signatures list;
  • edit signatures;
  • customize signatures;
  • delete signatures.

Add a signature

  1. Navigate to Preferences -> Signatures:

    Or click the cogwheel icon and navigate to Preferences -> Signatures:

  2. Click Add Signature:

  3. Enter the signature in Signature Name (*) and enter the signature content in the field below.

  4. Save the changes, click the checkmark:

    The created signature appears in the signatures list:

Customize a signature

  1. Navigate to Preferences -> Signatures:

    Or click the cogwheel icon and navigate to Preferences -> Signatures:

  2. Select which signature you want to apply for new emails from New Messages drop-down menu.

  3. Select which signature you want to apply for replies and forwards from Replies & Forwards drop-down menu.
  4. If you want your signature to be displayed in your replies and forwards - select required signature from Replies & Forwards drop-down menu.
  5. If you want your signature to be displayed in sent emails, replies, and forwards from your external account - select required signature from New Messages and Replies & Forwards drop-down menus in Using Signatures for External Account block.
  6. Select the proper place of the signature in emails in Signature Placement block.
  7. Click Save.

Edit a signature

  1. Navigate to Preferences -> Signatures:

    Or click the cogwheel icon and navigate to Preferences -> Signatures:

  2. Hold the pointer over required signature and click the pencil icon.

  3. Edit the signature and click the checkmark:

Delete a signature

  1. Navigate to Preferences -> Signatures:

    Or click the cogwheel icon and navigate to Preferences -> Signatures:

  2. Tick required signature and click Remove Signature:

Out of office

"Out of office" option allows to compose an auto-reply message for received emails if you are out of an office (for example if you are on vacations).

  1. Navigate to Preferences -> Out of office:

    Or click the cogwheel icon and navigate to Preferences -> Out of office:

  2. Tick Send auto-reply message and enter an auto-reply message to the field below.

  3. Select required option from External senders drop-down menu.
  4. Set required period of time in Tome period block.
  5. Click Save.

Notifications

Import/Export

You can:

  • import TGZ, CSV, ICS, VCF, ZIP, and TAR files;
  • export accounts, calendars, and contacts folders.

Import a file

  1. Navigate to Preferences -> Import/Export:

    Or click the cogwheel icon and navigate to Preferences -> Import/Export:

  2. Click Browse in Import block:

  3. To select a destination folder for the file, select required file and click the blue entry next to Destination, for example:

  4. Click a folder, where you want to import the file.

  5. Select required option in Resolve duplicates block.
  6. If you click Advance settings...
  7. Click Import.

Export a folder

  1. Navigate to Preferences -> Import/Export:

    Or click the cogwheel icon and navigate to Preferences -> Import/Export:

  2. Select which file type you want to export in Type block.

  3. Click the blue entry next to Source and select a folder which you want to export.
  4. Click Export.

Trusted Addresses

"Trusted Addresses" option allows to: create the list with trusted email addresses (it means that you can see all content, sent from these email addresses) and delete trusted email addresses from the list.

  1. Navigate to Preferences -> Trusted Addresses:

    Or click the cogwheel icon and navigate to Preferences -> Trusted Addresses:

  2. To add an email address to the list - enter an email address to the field and click the plus button next to the email address. You should see the list with this email address:

    To delete an email address from the list - click the email address, and click Remove:

  3. Save the changes - click Save at the bottom of the page.

Contacts

You can

Sharing

"Sharing" option allows to customize the sharing settings:

  • share a folder;
  • revoke the access to a shared folder;
  • accept a shared folder;

Accept a shared folder

There are 2 ways to accept a shared folder:

  • using Preferences -> Sharing;
  • using ACCEPT button in an email.

Way 1 - using "Preferences -> Sharing":

  1. Click Preferences -> Sharing:

    Or you can click the cogwheel icon and navigate to Preferences -> Sharing:

  2. Tick Show folders shared with me by the following user and enter a name of a user, whose shared folder you want to accept, to the field below.

  3. Click Find Shares:

  4. Click Accept in Action column next to required folder:

  5. In the appeared modal window you should see all information about a shared folder: a folder name, role, allowed actions. Click CREATE.

Way 2 - using "ACCEPT" button in an email:

  1. Click Mail tab at the top.
  2. Search for a notification email and click ACCEPT button in the email:

  3. Click YES in the modal window.

Calendar

You can customize the following settings of the calendar:

  • general settings, such as default view, default appointment duration, week start day, and so on;
  • work week and hours;
  • appointments creation;
  • appointments permissions;
  • Apple iCal.

Customize a calendar general settings

  1. Navigate to Preferences -> Calendar:

    Or click the cogwheel icon and navigate to Preferences -> Calendar:

  2. Select required option from Default View drop-down menu:

    • Day View - if you want a calendar to display a present day;
    • Work Week View - if you want a calendar to display 5 days of the week;
    • 7 Day Week View - if you want a calendar to display 7 days of the week;
    • Month View - if you want a calendar to display a current month;
    • List View - if you want a calendar to display the appointments list.
  3. Select the week start day from Start week on drop-down menu.

  4. Select a calendar visibility type from Default appointment visibility drop-down menu: Public or Private.
  5. Tick required option in Invitation Response block.
  6. If you want your invites, in your shared default Calendar, to be forwarded to some user, enter a corresponding email address to Forward Invites field.
  7. Select required time for reminders from Show reminders drop-down menu.
  8. Select required time for an appointment duration from Default Appointment Duration drop-down menu.
  9. Scroll down and click Save.

Customize the work week and hours

  1. Navigate to Preferences -> Calendar:

    Or click the cogwheel icon and navigate to Preferences -> Calendar:

  2. Tick your working days in Work week block.

  3. Customize your working hours in Work hours block. If you need to customize working hours for each working day, tick Custom and click CUSTOMIZE. Set required hours for each day and click SAVE.

Customize the options for appointments creation

  1. Navigate to Preferences -> Calendar:

    Or click the cogwheel icon and navigate to Preferences -> Calendar:

  2. If you want to have a possibility to create a new appointment by clicking required date, tick Use the Quick Add dialog when creating new appointments. It means that if you open a calendar and click any date, you should see the following dialog:

  3. If you want the time zone to be displayed while creating an appointment, tick Show time zone for the start and end time when creating an appointment.

  4. Scroll down and click Save.

Customize appointments permissions

Users, for whom you want to customize appointments permissions, should be present in this mail system. You can use a full email address or just a username.

  1. Navigate to Preferences -> Calendar:

    Or click the cogwheel icon and navigate to Preferences -> Calendar:

  2. Select required option in Free / Busy block. If you select Allow only the following internal user to see my free/busy information option, you should enter a user's email address to the field below. If you want to add several email addresses, start typing a user's email address or username and click on them.

  3. Select required option in Invites block. If you select Allow only the following internal user to invite me to meetings, you should enter a user's email address to the field below. If you want to add several email addresses, start typing a user's email address or username and click on them.
  4. Click Save at the bottom.

Enable/disable Apple iCal

  1. Navigate to Preferences -> Calendar:

    Or click the cogwheel icon and navigate to Preferences -> Calendar:

  2. Scroll down till Apple iCal block.

  3. Tick Enable delegation for Apple iCal CalDAV client and click Save.

Keyboard Shortcuts

"Keyboard Shortcuts" option contains the list with the keyboard shortcut to perform the following actions:

  • expand a conversation;
  • collapse a conversation;
  • expand/collapse a conversation;
  • move selected message(s);
  • send;
  • cancel;
  • add an attachment (Compose mode).

To check the keyboard shortcut, navigate to Preferences -> Keyboard Shortcuts:

Or click the cogwheel icon and navigate to Preferences -> Keyboard Shortcuts:

Security

"Security" option allows to enable/disable 2 Factor Authentication.

Enable 2 Factor Authentication

  1. Click Preferences -> Security:

    Or you can click the cogwheel icon and navigate to Preferences -> Security:

  2. Tick Enable 2 Factor Authentication and click Start Authenticator app.

  3. Install "Google Authenticator" application in your smartphone and tap Get started.
  4. Scan the QR code:

  5. Tap ADD ACCOUNT in "Google Authenticator" application.

  6. Enter the OTP code from "Google Authenticator" application to OTP field and click the checkmark at the bottom. That is it. Every time when you login to VNCmail, you should enter the OTP code from "Google Authenticator" application after entering the login credentials.

Disable 2 Factor Authentication

  1. Click Preferences -> Security:

    Or you can click the cogwheel icon and navigate to Preferences -> Security:

  2. Untick Enable 2 Factor Authentication and click Save.

Emails

Compose an email

  1. Click Mail tab at the top.
  2. Click Compose email:

  3. Fill in To and Subject fields.

  4. If you need to attach something, click Attach drop-down menu and select required option:

    • My Computer and Attach Inline - to attach something from your computer;
    • Email - if you want to attach an email;
    • Contacts - if you want to attach a contact.

    If you share some video link, the video preview will be available inside the email. It means that you or the recipient will not need to open some external website to watch the video:

  5. Enter an email content. If you do not want to use the toolbar, click Format As Plain Text.

  6. If you want to send the email - click Send, if you want to save the email as draft - click Save Draft:

    Saved emails as drafts are stored in "Drafts" folder.

Move an email to a folder

  1. Click Mail tab at the top.
  2. Hold the pointer over required email and click the kebab menu next to it.
  3. Click Move to folder:

    Or click the email, which you want to move to a folder, and click the folder icon:

  4. Select a folder from the list or use the search field.

  5. Click Move:

Mark an email as read

  1. Click Mail tab at the top.
  2. Hold the pointer over required email and click the kebab menu next to it.
  3. Click Mark as read:

Mark/unmark an email as favorite

To mark an email as favorite:

  1. Click Mail tab at the top.
  2. Click the star icon on an email:

    Or hold the pointer over required email and click the kebab menu next to it. Then click Add star:

To unmark an email as favorite:

  1. Click Mail tab at the top.
  2. Click the star icon on an email. Or hold the pointer over required email and click the kebab menu next to it. Then click Remove star:

Mark an email as spam

Emails, marked as spam, are stored in "Spam" folder.

  1. Click Mail tab at the top.
  2. Hold the pointer over required email and click the kebab menu next to it.
  3. Click Mark as spam:

    Or click the email, which you want to mark as spam, and click the spam icon at the top:

Delete an email

  1. Click Mail tab at the top.
  2. Hold the pointer over required email and click the kebab menu next to it.
  3. Click Delete conversation:

  4. If you want to delete the email permanently, click Trash:

  5. Hold the pointer over the deleted email and click the kebab menu next to it.

  6. Click Delete conversation:

    Or click the email, which you want to delete, and click the trash icon:

  7. Confirm that you want to delete the email permanently, click DELETE in the modal window.

Reply to an email

  1. Click Mail tab at the top.
  2. Open required email. If you want to reply only to an email sender - click the 1st arrow icon. If you want to reply to all the participants, specified in the email, click the 2nd arrow icon:

  3. Enter the email content and click SEND.

Forward an email

  1. Click Mail tab at the top.
  2. Open required email and click the arrow icon:

  3. Fill in To and Cc fields.

  4. Enter some notes in the field and click SEND:

Redirect an email

  1. Click Mail tab:

  2. Open required email and click the kebab menu:

  3. Click Redirect:

  4. Enter required email address in the field and click OK:

  1. Click Mail tab:

  2. Open required email and click the kebab menu:

  3. Click Print:

Edit an email draft

  1. Click Mail tab:

  2. Go to "Drafts" folder and hold the pointer over required email draft. Then click the kebab menu.

  3. Click Edit draft:

  4. Edit the email draft. If you want to send the email - click SEND. If you want to save the draft - click SAVE DRAFT:

Delete an email draft

  1. Click Mail tab:

  2. Go to "Drafts" folder and hold the pointer over required email draft. Then click the kebab menu.

  3. Click Delete draft:

  1. Click Mail tab:

  2. Go to "Drafts" folder and hold the pointer over required email draft. Then click the kebab menu.

  3. Click Print:

Customize the reading pane

You can customize the reading pane according to your needs. There are 3 options for the reading pane:

  • Reading pane at the right - if you want an email text to be displayed on the right side;

  • Reading pane at the bottom - if you want an email text to be displayed at the bottom of the page;

  • Reading pane off - if you want an email text to be displayed if you click this email.

  • Click Mail tab:

  • Click the following drop-down menu:

  • Hold the pointer over Reading Pane and select required option:

Add a tag to an email

  1. Click Mail tab:

  2. Click required folder and hold the pointer over the email, for which you want to add a tag.

  3. Click the kebab menu and click Add tags:

  4. If you want to add a new tag - click Add new tags. Enter a tag name to Tag Name field and click Add. If you need, select a color and click the checkmark. If you want to add a tag that already exists in tags list - click Select from existing tags. Click required tag and click the checkmark.

Remove a tag from an email

  1. Click Mail tab:

  2. Click required folder and hold the pointer over the email, from which you want to remove a tag.

  3. Click the kebab menu and click Remove all tags:

Sort emails

You can sort emails by:

  • date;

  • size;

  • subject;

  • priority;

  • attachment;

  • from;

  • star;

  • displaying unread only.

  • Click Mail tab:

  • Click the following drop-down menu:

  • Hold the pointer over Sort by and select required option:

Group emails

You can group emails by:

  • date;
  • from;
  • size;
  • ascending;
  • descending.

  • Click Mail tab:

  • Click the following drop-down menu:

  • Hold the pointer over Group by and select required option:

Create a folder

  1. Click Mail tab:

  2. Click the folder icon:

  3. Enter a folder name in the field and select required color for it.

  4. Click CREATE:

    You should see the created folder in the folders list:

Rename a folder

  1. Click Mail tab:

  2. Hold the pointer over the folder, which you want to rename.

  3. Click the kebab menu and click Rename Folder:

  4. Edit the folder name and click RENAME:

Delete a folder

  1. Click Mail tab:

  2. Hold the pointer over the folder, which you want to delete.

  3. Click the kebab menu and click Delete Folder:

  4. Confirm that you want to delete the folder, click DELETE in the modal window.

Empty a folder

  1. Click Mail tab:

  2. Hold the pointer over the folder, which you want to empty.

  3. Click the kebab menu and click Empty Folder:

  4. Confirm that you want to empty the folder, click OK in the modal window.

Move a folder to another folder

  1. Click Mail tab:

  2. Hold the pointer over the folder, which you want to move.

  3. Click the kebab menu and click Move Folder:

  4. Select the destination folder and click Move:

    Or you can create a folder and move the folder there. For this click Add new folder, enter the folder name to the field, select required color for it, and click CREATE. Then click this folder and click Move.

Share a folder

  1. Click Mail tab:

  2. Hold the pointer over the folder, which you want to share.

  3. Click the kebab menu and click Share Folder:

  4. Select required option in Share with block and enter an email address in Add Email field. Public (view only, no password required) option is not available for sharing folders.

  5. Select required option in Role block.
  6. Select required option from Message drop-down menu:

    • Do not send mail about this share - if you do not want the users to get the notification message when you share a folder with them;
    • Send standard message - if you want the users to get the notification message when you share a folder with them;
    • Add note to standard message - if you want to add a note to the notification message. If you select this option, you should fill in the appeared Message field.
  7. Click the checkmark at the bottom.

Create a subfolder

  1. Click Mail tab:

  2. Hold the pointer over a folder, where you want to create a subfolder.

  3. Click New Folder:

  4. Enter the subfolder name and select required color for it:

  5. Click CREATE:

Tags

You can create any tag and apply it to emails, documents, and calendars. Tags are stored in "Tags" list:

You can find this list if you click Mail, Calendar, and Briefcase tabs.

Create a tag

  1. Hold the pointer over a tag in "Tags" list and right-click it.
  2. Click New Tag:

  3. Enter a tag name to the field and select a color for it.

  4. Click CREATE.

Edit a tag

  1. Hold the pointer over a tag in "Tags" list and right-click it.
  2. Click Rename Tag:

  3. Edit the tag and click SAVE.

Delete a tag

  1. Hold the pointer over a tag in "Tags" list and right-click it.
  2. Click Delete Tag:

  3. Confirm that you want to delete the tag, click YES in the modal window.

Calendar

Create a calendar

  1. Click Calendar tab:

  2. Click the kebab menu next to Calendars and click New Calendar:

  3. Enter the calendar name to the field. If you want you can select a color for the calendar - just click required color. If you want appointments to have color markers in this calendar - tick Exclude this calendar when reporting free/busy/times.

  4. Click CREATE. You can check the created calendar in "Calendars" list:

Share a calendar

  1. Click Calendar tab:

  2. Hold the pointer over required calendar and right-click.

  3. Click Share Calendar:

  4. Select required option in Share with block:

    • External guests (view only) - if you select this option, you should enter an external user's email address in Add Email field;
    • Other users of VNCuxf Mail - if you select this option, you should enter a user's email address in Add Email field too. Also you should select required right(s) for users in Role block.
  5. Select required option from Message drop-down menu:

    • Do not send mail about this share - if you do not want the users to get the notification message when you share a calendar with them;
    • Send standard message - if you want the users to get the notification message when you share a calendar with them;
    • Add note to standard message - if you want to add a note to the notification message. If you select this option, you should fill in the appeared Message field.
  6. Click the checkmark at the bottom.

Edit a calendar information

  1. Click Calendar tab:

  2. Hold the pointer over required calendar and right-click.

  3. Click Edit Properties:

  4. Edit the calendar information. If you need to share the calendar, click ADD SHARE and follow the steps from "Share a calendar" subsection.

  5. To save the changes, click the checkmark at the bottom.

Delete a calendar

  1. Click Calendar tab:

  2. Hold the pointer over required calendar and right-click.

  3. Click Delete:

  4. Confirm that you want to delete the calendar, click DELETE in the modal window. The deleted calendar is moved to "Trash".

  5. If you want to delete the calendar permanently, click Trash.
  6. Hold the pointer over the calendar and right-click.
  7. Click Delete:

  8. Confirm that you want to delete the calendar permanently, click DELETE in the modal window.

Create an appointment

  1. Click Calendar tab:

  2. Click New appointment:

  3. Enter an appointment name to Add title field.

  4. Select the appointment start date from Appointment starts and select the end date from Appointment ends. If the appointment is going to last the whole day, tick All day.
  5. If it is a recurring appointment, for example you need to have this appointment every day, you can select Every day option from Repeat drop-down menu. So, you do not need to create the same appointment every day.
  6. Select when you should be notified about the appointment from Notify drop-down menu.
  7. Each option in Project drop-down menu has it's own color. The color is the appointment marker on the calendar. It helps to differ appointments. Select required option from Project drop-down menu.
  8. Select a calendar, in which you want to create the appointment, from the calendar drop-down menu.
  9. To add participants, click the plus icon next to Attendees and Optional attendees fields.
  10. To attach files, click Upload.
  11. Add the appointment description to Description field. If you need to check the spelling, click the icon with A letter.
  12. Save the changes, click SAVE.

Create all day appointment

  1. Click Calendar tab:

  2. Right click required date on a calendar and click New All Day Appointment:

  3. Enter an appointment name to Add title field.

  4. Fill in Location field. Or you can select a location from the suggested list, for this click Suggest location:

  5. Select the appointment start and due dates from Start date and Due date drop-down menus.

  6. Each option in Display drop-down menu has it's own color. The color is the appointment marker on the calendar. It helps to differ appointments. You can select required option from the drop-down menu.
  7. Select a calendar, in which you want to create the appointment, from Calendar drop-down menu.
  8. To make the appointment private, tick Private checkbox.
  9. If it is a recurring appointment, for example you need to have this appointment every day, you can select Every day option from Repeat drop-down menu. So, you will not have to create the same appointment every day.
  10. Select when you should be notified about the appointment from Remind drop-down menu. If you want to receive the reminder be email, tick Email checkbox.
  11. To add participants, click MORE DETAILS:

  12. Click the plus icon next to Attendees and Optional attendees fields.

  13. To attach files, click Upload:

  14. Fill in Description field. If you need to check the spelling, click the icon with A letter:

  15. Save the changes, click SAVE. You should see the created appointment in the calendar.

Edit an appointment information

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Double-click the appointment.

  4. Edit the appointment information and click SAVE.

Create an appointment copy

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Right-click the appointment and click Create a Copy:

  4. Review the appointment information. Edit the information if you need.

  5. Click SAVE.

Forward an appointment

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Right-click the appointment and click Forward:

  4. Click the plus icon next to To field. Select a contact, whom you want to forward the appointment, and click TO:

  5. Click SELECT:

  6. Click SEND.

Move an appointment to a calendar

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Right-click the appointment and click Move:

  4. Click the calendar where you want to move the appointment. Of you can create a new calendar for the appointment. For this click NEW:

    Then enter the calendar name to the field and click CREATE. The calendar should appear in the calendars list and you will be able to select it to move the appointment.

  5. To move the appointment, click MOVE.

Add a tag to an appointment

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Right-click required appointment and click Tag Appointment:

  4. If you need to add a new tag, click Add new tag tab, enter the tag name to the field and click the checkmark. If you need to select a tag from the tags list, click Select from existing tags, click required tag and click the checkmark.

Delete an appointment

  1. Click Calendar tab:

  2. Tick a calendar where required appointment is located:

  3. Right-click the appointment and click Delete:

  4. Confirm that you want to delete the appointment - click DELETE in the modal window.

Briefcase

Create a briefcase folder

  1. Click Briefcase tab:

  2. Click the kebab menu next to Briefcase folders and click New briefcase folder:

  3. Enter a folder name to the field and select required color for it.

  4. Click the checkmark. You can check the created briefcase folder in "Briefcase folders" list:

Edit properties of a briefcase folder

  1. Click Briefcase tab:

  2. Hold the pointer over required briefcase folder and click the kebab menu next to it.

  3. Click Edit Properties:

  4. Rename the folder, change the color. If you need to customize the settings for sharing, click ADD SHARE.

  5. Select required option in Share with block and enter an email address in Add Email field. If you select External guests (view only), you should select required option from Message drop-down menu:

    • Send standard message - if you want the users to get the notification message when you share a folder with them;
    • Add note to standard message - if you want to add a note to the notification message. If you select this option, you should fill in the appeared Message field.

    If you select Other users of, you should select required option in Role block and select required option from Message drop-down menu.

  6. Click the checkmark.

Delete a briefcase folder

  1. Click Briefcase tab:

  2. Hold the pointer over required briefcase folder and click the kebab menu next to it.

  3. Click Delete briefcase folder:

  4. Confirm that you want to delete the briefcase folder temporary - click DELETE in the modal window.

  5. If you want to delete the briefcase folder permanently, click Trash:

  6. Find required briefcase folder and right-click it.

  7. Click Delete briefcase folder:

  8. Confirm that you want to delete the briefcase folder permanently - click DELETE in the modal window.

Share a briefcase folder

  1. Click Briefcase tab:

  2. Hold the pointer over required briefcase folder and click the kebab menu next to it.

  3. Click Share briefcase folder:

  4. Select required option in Share with block and enter an email address in Add Email field. If you select External guests (view only), you should select required option from Message drop-down menu:

    • Send standard message - if you want the users to get the notification message when you share a folder with them;
    • Add note to standard message - if you want to add a note to the notification message. If you select this option, you should fill in the appeared Message field.

    If you select Other users of, you should select required option in Role block and select required option from Message drop-down menu.

  5. Click the checkmark.

Upload a file to a briefcase folder

  1. Click Briefcase tab:

  2. Click the folder where you want to upload a file and click Upload File:

  3. If you need to add some notes, enter a message to Notes field. Click BROWSE.

  4. Select required file and click UPLOAD.

Rename a file in a briefcase folder

  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to rename.

  3. Click the file and click the kebab menu at the top.
  4. Click Rename:

  5. Rename the file and click RENAME.

Delete a file from a briefcase folder

Deleted files are stored in "Trash".

  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to delete.

  3. Click that trash icon at the top. Or you can right-click the file and click Delete:

  4. Confirm that you want to delete the file temporary - click DELETE in the modal window.

  5. If you want to delete the file permanently, click Trash:

  6. Find required file and right-click it.

  7. Click Delete:

  8. Confirm that you want to delete the file permanently - click DELETE in the modal window.

Edit a file in a briefcase folder

  1. Click Briefcase tab:

  2. Click required folder and click the document that you want to edit.

  3. Right-click the document and click Edit:

  4. Edit the document and click SAVE or SAVE & CLOSE at the top.

Download a file from a briefcase folder

  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to download.

  3. Click the arrow icon at the top. Or you can right-click the file and click Download:

Move a file to a briefcase folder

  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to move.

  3. Click the folder icon at the top. Or you can right-click the file and click Move:

  4. Click a destination folder where you want to move the file. Or you can create a new briefcase folder and move the file there. To create a new briefcase folder, click CREATE NEW FOLDER.

Add a tag to a file

  1. Click Briefcase tab:

  2. Click required folder and click the file for which you want to add a tag.

  3. Click the tag icon at the top.
  4. If you want to add a new tag - click Add new tags. Enter a tag name to Tag Name field and click Add. If you need, select a color and click the checkmark.

    If you want to add a tag that already exists in tags list - click Select from existing tags. Click required tag and click the checkmark.

Remove a tag from a file

  1. Click Briefcase tab:

  2. Click required folder and click the file, for which you want to remove a tag.

  3. Click the tag icon at the top.
  4. Click the cross icon next to the tag, which you want to remove:

  5. Click the checkmark.

Send a file as an attachment

  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to send as an attachment.

  3. Click the kebab menu and click Send As Attachment(s):

  4. Fill in To and Subject fields.

  5. Click Send at the top.
  1. Click Briefcase tab:

  2. Click required folder and click the file.

  3. Click the kebab menu and click Send Link(s):

  4. Click YES in the modal window.

  5. Fill in To and Subject fields.
  6. Click Send at the top.
  1. Click Briefcase tab:

  2. Click required folder and click the file that you want to print.

  3. Click the printer icon on a file.

Create a document in a briefcase folder

  1. Click Briefcase tab:

  2. Click the folder where you want to create a document and click New Document:

  3. Enter a document name to File Name field. Compose a message.

  4. Click SAVE or SAVE & CLOSE at the top.
  5. Add some notes to the document and click OK.

Checkout a file

  1. Click Briefcase tab:

  2. Click required folder and right-click the document that you want to checkout. Click Checkout file:

    Or you can click the file and click the kebab menu. Then click Checkout file:

    You should see the lock icon on the file and the file should be downloaded:

  3. Right-click the file again and click Check In File:

  4. Click Choose File and select required file.

  5. Click CHECK IN

    You should see that the file that was uploaded first has #1 name and the file that was uploaded second has #2 name:

Discard a file checkout

  1. Click Briefcase tab:

  2. Click required folder and right-click the document that you want to checkout. Click Discard Check Out:

"Advanced Search" option allows to search in emails, calendars, contacts, briefcases folders. Also the option allows to search in shared items too.

  1. To search for something, click the following drop-down menu:

  2. Then select the area where you want to search and enter a search request to the search field. If you need to search in shared items, tick Include shared items:

    If you select Contacts you can customize the filter - for this click the filter icon:

    Select a folder where it is required to search from the drop-down menu and enter a key word for searching to Contains field. Then click APPLY.