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inMailX Introduction & Intermediate Training (SharePoint)

Course Overview

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

Participants will learn how to efficiently capture and manage emails and attachments, file emails directly into SharePoint, establish linked folders for seamless document management 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, SharePoint libraries and business processes.

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 Microsoft SharePoint

  • 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 SharePoint to manage business emails, attachments and documents.

What is inMailX?

inMailX is an enterprise email management and productivity solution for Microsoft Outlook that integrates with Microsoft SharePoint. It helps users efficiently capture, manage and file emails and attachments while improving productivity and supporting consistent document management practices.

Do I need SharePoint experience?

Yes. Participants should have a good understanding of both Microsoft Outlook and Microsoft SharePoint before attending this course.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is tailored to your organisation's Microsoft Outlook and SharePoint 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 and Microsoft SharePoint

Duration

3 Hours

Delivery

Remote via Microsoft Teams

Maximum Attendees

10

Recording Included

Yes

Prerequisites

Participants should have:

  • A good understanding of Microsoft Outlook

  • A good understanding of Microsoft SharePoint


Audience

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

Ready to get started?

Contact us to book or enquire about this training course.

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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.

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.