Mailroom Support

Knowledge Base for
Mailroom

Step-by-step guidance for File Email, destinations, Save on Send, inbox cleanup, filing rules, metadata, search, and administration.

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Mailroom

Mailroom

User & Administration Guide — Version 1.1.7.0

Platform Outlook (Microsoft 365) Files to SharePoint + OneDrive Need help? support@chronodat.com

Start with these quick visual guides

Capability map, modules, personas, and how the add-in fits Outlook and Microsoft 365.

See every capabilitySee every capability File, cleanup, rules, and searchFile, cleanup, rules, and search Who uses MailroomWho uses Mailroom How it fits Microsoft 365How it fits Microsoft 365
The filing lifecycle — open a message, pick a destination, add metadata, and click File
New to the app?1. Getting StartedDeploy and connect Microsoft 365 File Email3. File EmailSave a message to SharePoint or OneDrive Inbox cleanup6. Inbox CleanupFile mapped conversations in one click Workflows14. End-to-End WorkflowsFile, clean up, and roll out
3 topics

Getting Started

Deploy the add-in, connect Microsoft 365, and tour the pane.

7 topics

User Guide

File Email, destinations, Save on Send, inbox cleanup, rules, metadata, and search.

2 topics

Analysis & Governance

Organization policy, security, and data residency.

4 topics

Administration

Preferences, personas, workflows, and troubleshooting.

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