Trial with M-Files
You have successfully installed Pentagon Mail. So firstly a big thank you from us for showing your interest. We hope that you like the software and find the next steps easy, but if you have problems or just want to ask a question, please either email support@symetri.co.uk or phone us on +441992 700188.

The next steps are to:
- Grab a trial license
- Create a filing Group
- Connect to the Group
- File to the locations and search for filed messages
Grab a trial license
Click the Pentagon Mail tray icon and then select License Settings.

If the license won't activate see Licence won't activate advice
Create a filing 'Group'
From the Windows Start menu locate the Pentagon mail section and then open the Pentagon Mail - M-Files Configurator
Select the Open Vault button and select a vault from the list.
In the example below there is already a filing Group for Projects and we show how you can then add the Customers one.
You can have as many Groups as you want and can configure it for as many vaults too.
Connecting to the Group
Configuration information is saved to the vault so once you have configured it, other users will only need to connect to the Groups they need to use them, as shown in the following example:
File to the locations and search for filed messages
In the following example we: file some messages to the General OneDrive folder, find them easily and quickly with the search tool, and show that they are safely stored in the vault:

Some security systems can misinterpret Pentagon Mail's connection to Outlook and background indexing as potential threats, so if you encounter an error please don't assume the software has failed, instead ask your IT experts to white-list our software.
Let them know that there are three background processes:
Excitech.Mail.BackgroundFiler.exe
Excitech.Mail.Launcher.exe
Excitech.Mail.Indexer.exe
Also tell them that there is an Outlook Add-in named Excitech Outlook Addin
We have just covered the basics, so to learn some key capabilities watch the video tutorials or if you want to get as much as possible from the tool, look through the help and in particular the Search section.