To access the User Setup Guide, select Tools, then User Setup Guide.

There are 2 main options within the guide:

• Email Capture.  Here the user can set their preferences for email capture including the Outlook mailboxes to capture from, as well as frequency, notifications, exclusions etc.
• User Preferences.  The User Preferences option allows the user to set personal preferences for display options for various functions (example, Document Tab, File Notes, Snapshot view etc).

Both options have a user guide link to help you through the process. For complete instructions on each step, click the ‘?’ icon to the right of the task.