Edition: Professional, Business, Enterprise
User-level: System Administrator
The Email Management Add-On is a module of SynergyPIM that provides a quick and easy way to bulk file your Synergy project-related emails using the Inbox Assistant
Email Management is available as an individual add-on, or as a bundle with the Unified Workspace and Document Control add-ons.
Enabling Email Management
Firstly, you need to add the SynergyPIM - Email Management Add-on to your Subscription.
Steps here on how to do this.
From Side Navigation, click your organisation > Organisation Settings > Other Connections > Connect to PIM.
Click on the "Email Management" tab
Toggle the Email Management Connection to the on position.
You're now ready to start using the Inbox Assistant to bulk file emails!