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inMailX Introduction & Intermediate Training

Course Overview

This training course introduces participants to inMailX, an enterprise email management and productivity solution for Microsoft Outlook that integrates with OpenText Content Manager.


Participants will learn how to efficiently capture and manage emails and attachments, file emails directly into OpenText Content Manager, establish linked folders for seamless recordkeeping and use productivity features that simplify day-to-day email management.


Training is delivered within your organisation's own environment wherever possible, allowing participants to learn using familiar Outlook settings, business processes and OpenText Content Manager configurations.


All training sessions are recorded and provided following completion for future reference.



Topics Covered

This course covers:

  • Introduction to inMailX

  • Navigating and using inMailX shortcuts

  • Creating and using inMailX Worklists

  • Filing emails on send to OpenText Content Manager

  • Sending and filing emails simultaneously

  • Inserting and managing attachments

  • Viewing, editing and finalising documents through the inMailX interface

  • Using Global Content Templates

Frequently Asked Questions

Who should attend this course?

This course is designed for staff with an inMailX licence who use Microsoft Outlook and OpenText Content Manager to manage business emails and attachments.

What is inMailX?

inMailX is an enterprise email management and productivity solution for Microsoft Outlook that integrates with OpenText Content Manager. It helps users efficiently capture, manage and file emails while supporting organisational recordkeeping practices.

Do I need experience with OpenText Content Manager?

A good understanding of Microsoft Outlook is recommended. Previous experience with OpenText Content Manager is beneficial but not essential.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is tailored to your organisation's Microsoft Outlook and OpenText Content Manager environment.

Will participants receive a recording?

Yes. A recording of the training session is provided following completion.

Book Content Manager Training

Call 1800 392 392 or enquire online to book your training session.

Course Details

Platform

Microsoft Outlook, Content Manager Desktop or Context or Web Client

Duration

3 hours

Delivery

Remote via Microsoft Teams

Maximum Attendees

10

Recording Included

Yes

Prerequisites

Participants should have:

  • A good understanding of Microsoft Outlook


Recommended but not essential:

  • OpenText Content Manager Introduction Training

Audience

Suitable for all staff with an inMailX licence who use Microsoft Outlook to manage business emails and documents.



Ready to get started?

Contact us to book or enquire about this training course.

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Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.