User Guide: FolderContext

New in our latest release, FolderContext automatically displays all attachments and contacts contained in the current folder so that you can quickly locate the information you need.

 

FolderContext

 

FolderContext is integrated into the folder list for all supported Outlook folders.  Expand and minimize by pressing the +/- button in the header.  There are three tabs on FolderContext – Files, Contacts and Notifications.

Files   
FolderContext Files ActionsThe Files tab shows all attachments contained in the current folder.  For attachments that appear in more than one message, click the more button to see a list of all emails that contain the file.

Perform the following actions from within the Files tab:

  • Double-click a file to open the most recent message to contain that attachment.
  • Highlight message(s) and right click or select the Actions menu to open the message containing the attachment, open the attachment itself or forward or save the selected files.
  • Sort the file listing via the Actions menu.

Contacts   
FolderContext Contacts ActionsThe Contacts tab automatically lists all contacts contained in the To and From fields of the folder’s emails.  The colored contact icon indicates the assigned priority for the contact.  For contacts that exist in the Outlook address book, click more to show additional contact details.  Click create to quickly new contacts to the address.

Perform the following actions from within the Contacts tab:

  • Double-click a contact to open the contact record.  Adjust priority from here to improve Outlook prioritization.
  • Highlight contact(s) and right click or select the Actions menu to email or set up an appointment with the group, export contacts to a file or create a distribution list.  You can also invite others to try ClearContext from here.
  • Sort the contact list via the Actions menu.

Notifications   
FolderContext Notifications TabThe Notifications Summary displays a summary of all active notification managers.

  • Click the +/- next to the header for each Notification Manager to expand message categories.
  • Right-click individual Notification Managers to enable/disable and/or jump to its home folder.
  • Select Actions > Import Notification Manager to import a new Notification Manager into Outlook.
  • Select Actions > Create New Notification Manager to create your own custom message view.

More detail on Notification Managers is available here.

FolderContext Tips

Pro Users: When in a Topic folder, select Jump to Dashboard from the Actions button to open a Project Dashboard.

Share Project Files: Has a new person joined your team?  Get them up to speed by opening your project folder, selecting all attachments in the Files Tab and forwarding to them.

Create a Project Meeting List: From the Contacts tab, select all contacts in your Project, right click and select Create Dist List to quickly add these contacts to an Outlook distribution list.

The complete ClearContext Personal and Professional User Guide, including a downloadable PDF, is available here.



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