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Managing Email in 12d Synergy

A guided overview into 12d Synergy's email management features; helping you filter, group and search for project specific emails.

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About this Course

In this course, you’ll be given a step-by-step insight into managing your emails in 12d Synergy: from automatic filing and archiving to streamlining your email search.

This course is designed to help you every step of the way, helping you transform email clutter into clear and dependable documentation. Your journey to secure and seamless email management starts here.

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What You’ll Learn:
In this session, you’ll learn the best practices for managing both inbound and outbound emails in 12d Synergy. This includes:

  • Connecting Outlook to 12d Synergy, and navigating between each software
  • How to maintain a complete audit trail of your email correspondence
  • Seamlessly filing your emails through specific projects or Jobs
  • Best practices for searching and retrieving emails
  • How to save disk space and free up your Outlook mailbox

Who should take this course:
This course is essential training for all new and existing users managing their email with 12d Synergy.

Course details:
1 video (chapters for fast viewing)

15 minutes completion time

Email – 12d Synergy thick client

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Your Instructor

Arturo De Guia
Product Trainer, 12d Synergy

Arturo is an expert user of 12d Synergy's email management features, and an experienced software trainer.