Understanding the basics

Filing

Filing messages (6:27 mins)

See how to control the placement of the filing tiles in Outlook, plus how to file both incoming and outgoing messages.

Searching

Four ways to start the search tool (1:19 mins)

You can start the search tool: via the Search button at the top of the Outlook menu, by right-clicking on any location tile, or via the 'tray' icon.

Using text filters (5:16 mins)

Shows how you can: filter for keywords or portions of them, drill down by filtering on multiple columns, and use the tilde character '~' to invoke a proximity search.

Using date filters (0:50 mins)

Shows the use of the preset date filters and how to isolate messages in a given date range.

Filtering for attachments + managing columns  (1.23 mins)

Shows how the 'Att' column has sliders that help you to find messages with a given number of attachments. In addition it shows how to add, reposition and remove columns.

Opening messages (0:45 mins)

Shows how to open messages via the search even when offline and regardless of where they were saved.

Using the preview (0:50 mins)

Shows how the preview displays graphics and formatting such a tables, plus how you can copy text from the preview.

Export to Excel (1:41 mins)

Shows how you can isolate what you would like to export and then create an XLSX file of selected results.

Configuration

Connecting to Cloud Storage systems (4:11 mins)

PentagonMail Assistant can both file into and search the messages on a wide range of cloud storage systems, including but not limited to: OneDrive, Google Drive, DropBox, Box, BIM 360, etc. This video shows how to both configure the system to work with these types of storage and then how to use it.