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12. Preferences and Settings

User & Administration Guide — Version 1.1.7.0

Guide summary

Personal preferences live in the pane. Organization defaults come from the policy library. Account billing is a yearly tenant subscription.

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12.1 Tabs

Tab What it controls
Account Signed-in mailbox, trial or subscription status, checkout and billing portal
General Filed label, email format, appearance, language
Filing Naming pattern, attachments subfolder, header mapping, unique names, new folders, common library, after-file action, ignore list
Planner Optional planner-related defaults
Suggestions Destination suggestions, column fill, search phrase understanding, duplicate warning
Alerts Save on Send, auto-archive while Out of Office, always auto-archive
Privacy Telemetry and how Mailroom uses Microsoft 365 permissions
Organization Published tenant defaults (admins)
Advanced Lazy-load locations, cache limit, hybrid site URL, policy library
Mailroom Preferences — General tab with format, appearance, and language
Preferences apply to this user. Organization defaults load from the shared policy library.

12.2 Show filed label

When on, Mailroom marks the message as filed and adds the Outlook category Filed by Mailroom. Mailroom creates that category if it is missing.

12.3 Reset preferences

Reset all settings restores this device to defaults. It does not delete files already saved to SharePoint or OneDrive, and it does not cancel the tenant subscription.