The Settings page displays a number of options allowing you to customise your app experience and configure advanced fields. Settings can opened by:
- Opening MacroView Mail
- Selecting the Settings wheel (Gear icon) in the top right of the task pane
The options available on the Settings page change depending on whether it is opened via the Save to SharePoint or Insert Attachment button, to show you relevant options for that action.
Settings displayed on Save to SharePoint
Settings displayed on Insert Attachment
Show welcome screen
This option is enabled by default and determines whether the Welcome Screen is displayed each time MacroView Mail is launched.
This option can also be disabled directly on the Welcome screen by unchecking the Keep showing this welcome screen option.
Show warning message when email metadata is not being saved
By default, when the selected content type does not contain the necessary metadata columns required for recording email metadata (e.g. To, From, Subject), a notification message will be displayed to notify the user.
The message can be selected to provide further information on adding the required properties for automatic metadata capture.
Automatically close/restart when uploading
By default, the File uploading screen is displayed after each email is saved, confirming the save and displaying a button that allows the user to open the location where the file was saved.
Disable this option to skip showing this window, minimising the number of screens to navigate when uploading.
Add save location category to saved emails
When enabled, an Outlook category will be added to the email with the URL it was saved to.
Items selected for saving
This drop-down menu allows you to control which items are saved, including:
- Email message only
- Email message and attachments
Email file name format
All emails are saved in the .eml file format, which preserves the original email and its attachments (if applicable).
The default email file name format prevents duplicate emails from being saved in the same location and cannot be changed.
While the default format cannot be changed, users can change the file name prior to saving. For more information, see MacroView Mail App default email filename format.
Email content type
This setting allows you to specify the default SharePoint content type for saving emails that do not include attachments.
If your Email content type has been set up with columns recognised by MacroView Mail, email metadata (e.g. To, From, Subject, Received Time, etc.), will be recorded automatically. For more information, see Content types and metadata.
Favorites subscription URL
This setting is available when your organisation has a Corporate License for MacroView Mail. When the URL to a site containing Macroview Push Favorites Subscription list is supplied, a Subscriptions group will be added to the Select where to save panel, providing shortcuts to any locations registered in the list.
For more information, see MacroView Push Favorites for SharePoint Online and Teams
Move emails to folder after saving
When this setting is enabled, and the name of an Outlook folder is specified under the Folder display name, each email saved by MacroView Mail is automatically moved to the specified folder in Outlook, removing the need to clean up your Inbox.
When this setting is enabled, users can synchronise their favorites across all MacroView applications and devices. For more information, see Sync and backup favorites.
Insert attachments as link
When this setting is enabled, an attachment inserted using MacroView Mail will be added as a link to the file location, instead of an attached copy.
Regardless of the selection, users can choose to insert a file as either an attachment or a link by selecting the More actions button (...) to the right of the file, and selecting the appropriate option.
Other buttons and links are provided on the Settings page to:
- Sign out of your Office 365 account
- Re-authorize the application and view requested permissions
- View licensing information
- Access the MacroView Help Centre