Product information guides
Complete Guide to Email
1) In the New Email window, click the Attach files from button.
To the right of the “Attach files from” button is a drop-down list that allows you to select the type of files you would like to choose from. You may select files from “My computer” or “Online files.”
2) Once you click the Attach files from button, a window labeled “Select file(s) from” will pop up. Click the Browse button in order to select the file(s) that you would like to attach, and click Open.
3) Once you have chosen the first file, the Email Attachment window will update itself. It will list the file that you have selected and gives you the option to add more files. You may add more files by clicking the Browse button again. Continue this process for each additional file.
4) You may remove any of the files that you have selected prior to uploading by clicking the Remove button located to the right of each file. After you have selected all files to be uploaded, click the Attach button in the Email Attachment window.
While the uploader is working, you may fill in the address fields as well as compose the message body.
5) The attachment window will display the progress of your file upload(s). Your compose screen will refresh with the attached files displayed by name under 'Attachments'. The size of the files will also be displayed in kilobytes.
6) To remove a file in the Email Attachment window, click the appropriate Remove button located next to the file name you wish to remove. This can also be done from the compose screen after the files are uploaded by clicking the Remove button.
B) Use SimpleClick™ to enter individuals or groups without typing in addresses. To use SimpleClick™, click on the To button and your contact list will appear on the left-hand side of the window.
C) You may choose from personal, shared, and enterprise contacts (See SimpleClick™ tabs). Simply click on the desired names to automatically insert them into the To field of your email.
a) To select multiple messages for deletion, you may select the messages with your mouse while holding the Ctrl key down on your keyboard.
b) To select and delete all the messages in a folder, hold down the Ctrl key and press the A key on the keyboard.
c) To set your Trash folder to automatically empty in time intervals, click Preferences and then click General Settings under the Email section.
When an attachment is sent along with an email, a paperclip icon will be displayed next to the email in your inbox. To download an attachment from an incoming email, please do the following:
1) Click on the name of the attachment while previewing the email.
2) To view the attachment, click Open.
3) To save the attachment, click Save and select the location where the attachment will be placed.
This section provides a brief description for each Email preference in the web application
General Settings:
> Select the number of emails you would like to display on a page.
> Enable or disable the preview pane, which permits you to view or display an email below the list of emails in a folder.
> Select the frequency of new email notifications. These notices pop-up when new messages are received.
> Choose whether or not you save outgoing emails to your Sent folder.
> Select the email composer (Rich text or plain text) for each new message you compose.
> HTML display preferences to be inline with text, or as an attachment.
> Choose the auto-save preferences for composing email; select the desired time frequency and option to save to the Drafts folder.
> Choose to automatically delete messages in the Trash folder at a specific time frequency.
If you have a secondary email address that supports POP3 access, BlueTie can retrieve the email and place it in your BlueTie Inbox.
Note: Before you proceed further, you will need to have your server settings, username, and password. If you do not have this information, please contact your Internet Service Provider or System Administrator.
To set up another POP3 service to use with BlueTie, please do the following:
1) Click on Preferences
2) Click on POP3 Accounts
3) Click on Create POP Account
4) Fill in the required information:
Account: Enter a general description of this account, such as Home Email Account.
Username: Enter your Username for this email account.
Password: Enter your Password for this email account.
Timeout: Enter the number of seconds by which the server must respond.
Port: Enter the POP3 port number. (Port 110 is the standard POP3 port).
Leave Messages On Server: Use the drop-down list to select ‘Yes’ or ‘No’.
Mail Server: Enter the name of the server. You can get this information from your System Administrator, or by contacting the Support Department for this email account.
5) Click Save after all the information has been entered
Name and Signature:
> Enter your name exactly as you desire it to appear. Note: the name you enter will be the same name that appears in a person’s inbox.
> Unless this feature is disabled, your signature will automatically be attached to every email you send. Your signature may consist of any information, including contact information, website, phone, etc.
> To select or set the alias from which your emails are sent, select an address (from the list of available aliases) to use as a default.
Spell Check Options:
> Choose between the American, Canadian, UK and Australian English dictionaries according to your geographic location.
> Add words that are commonly used, but not misspelled and should be ignored by default when using Spell Check.
> Customize your spell check by indicating what should or should not be caught and reported by spell check.
Junk Mail Controls:
To set up a Message Filter to have your incoming emails directed to a folder within your email folder tree, or forwarded to an external email address, please follow the steps below.
To add a filter:
1) Click Add.
2) Name the filter you wish to create. (i.e. sales inquiries)
3) Specify the traits of a message that should be filtered with the following options:
4) Choose to either move the message or copy it to another folder within your Email, or forward the message to another address. Click Save when your preferences have been completed.
To Edit a filter:
1) Click Edit.
2) Make the appropriate changes to the filter you would like to change, and click Save.
To view a filter:
1) Highlight the name of the filter to view how they are filtered, and the resulting action.
To Remove a filter:
1) Highlight the filter you wish to delete and click Remove.
If you will be out of the office for a holiday, vacation, or other circumstance, set an auto-responding Out of Office message to alert those who try to contact you via email.
1) Indicate specific start and end dates, or set your message to begin now and end indefinitely to turn off later.
2) You may use the default Out of Office message by clicking Use Default Message, which looks like this:
I am currently out of the office and will not be checking e-mail. I will reply to your message as soon as I return.
You may also customize your message to include emergency contact information, or any other important information.
3) To turn your Out of Office Message on, click Turn Out of Office Message On.
4) When you return to the office and would like to turn this message off, go to the Out of Office Message option in the Preferences menu and select Turn Out of Office Message Off.
To forward all incoming email to an external address:
1) Turn On Email Forwarding
2) Enter the address your email should be delivered to.
3) Indicate if you would like to leave a copy of the message in your BlueTie account by checking the box.
4) Click Save.
To flag a message, please do the following:
1. Go the Email application,
2. Click on the Flag As button and select from the following:
Junk: The email will be sent to your Junk mail folder and the address will be added to your Block List. Once added to your blocklist the email address will always go to your Junk-Mail folder
Not Junk: This option will be available when browsing messages in the Junk-Mail folder. Clicking this option will send the message(s) to your Inbox and add the sending email address to your safelist which will allow messages from that sender to always be delivered to your Inbox.
Read: Flagging a message as read will un-bold the message to indicate that it has been read. This will remain in the folder where it is located.
Unread: Flagging a message as unread will change the message(s) to bold to indicate that it has not been read. This will remain in the folder where it is located.
BlueTie Keyboard Shortcuts
From the message list.
From message preview pop-up window
Keep your email organized with folders.
To create, rename, or delete email folders, please do the following:
1. Right click in the Folders pane and choose the appropriate action.
2.To move a folder, follow these steps:
a. Select the folder and right-click in the Folder pane
b. Select the “Move to” option and choose the desired folder you wish to move it to.
View
Allows user to view current contacts of that particular folder
Create folder
Allows user to create a sub folder (To create a root folder click here)
Rename
Allows user to rename folder
Delete
Allows user to remove folder from folder tree
Empty
Allows user to empty contents of folder (Only works on Junk and Trash folders)
Save to File
Allows user to move folder and contents of folder to Files
Move To
Allows user to move folder and contents as a sub folder
BlueTie offers a drag drop feature that allows you to move messages to a speific folder. To access this feature, simply do the following:
1. Left click on the message
2. Then drag the message over the desired folder.
3. Release the left click button.
In addition, BlueTie offers a secondary option to moving messages. To access this option, simply:
a. Left click on the message
b. Then click on the 'Move To' button (located at top on email section).
c. Select the desired folder to move the message.
To view Folder simply click on Folder.
To view sub folders click on (+) symbol next to folder and click on desired folder listed beneath the main folder.
To receive new email notifications when new messages arrive, please do the following:
1) Click on Preferences
2) Click on
3) Under New message notifications
4) Use drop down and select desired Notify me: choose time and then click Save.
To print an email, please do the following:
1) Click on Email.
2) Click on Print icon (located at top of email section).
To Reply to email messages, just click on the Reply button located at the top of the message.
To Forward a message, just click on the Forward button located at the top of the message as well.
If you have a secondary email address that supports POP3 access, BlueTie can retrieve the email and place it in your BlueTie Inbox.
Mail Server: Enter the name of the server. You can get this information from your System Administrator, or by contacting the Support Department for this email account.
Password: Enter your Password for this email account.
Timeout: Enter the number of seconds by which the server must respond.
Port: Enter the POP3 port number. (Port 110 is the standard POP3 port).
Leave Messages On Server: Use the drop-down list to select ‘Yes’ or ‘No’.
Username: Enter your Username for this email account.
Note: Selecting ‘Yes’ will allow you to view the messages from both your BlueTie account, and from the original email account servers. Selecting ‘No’ will remove the email message from your original email account server.
Note: You will need to have your server settings, username, and password before continuing. If you do not have this information, you may ask your Internet Service Provider or System Administrator.
Rich Text: To compose the message text, start typing in the Text box. When your email message is composed in Rich Text Format this allows you to use font styles, multiple fonts, point sizes, etc.
Plain Text: To compose the message text, start typing in the Text box. When your email message is composed in Rich Text Format you will be limited to only one type of font. No active links, can not change font color, font style, point size, etc.
To save email messages in your email account to your file cabinet:
1. Select an email by highlighting, viewing in the preview pane, or double-clicking to pop up in a seperate window
2. From the toolbar at the top of the email, click on the disk icon (found directly next to the print icon)
3. A file cabinet folder tree will appear
4. Select the desired folder or create a new folder
5. Click 'Save'
6. Next, choose whether you want to save the entire message, just the email attachments, or both
7. Click 'Continue' to finish
To save the message in your Sent-Mail folder, check the Save Outgoing Message option before clicking Send. By default, this button is unchecked. To automatically save all outgoing messages, this setting is available in email preferences.
The email application allows you to utilize a search function and search all of your saved email messages.
- To narrow your search even further, you may perform an Advanced Search, which allows you to specify Sender or receiver information, subject, dates, message body (includes attachments) and sizes of messages to be searched.
- Once you have made any and all specifications, click Search and all relevant messages will appear.
- To return to your Inbox or any other email folder, click on that folder in the Folder pane on the left-hand side of your screen.
- To search your email messages, click on the Search button in the email application. You may then enter a keyword or words that you are searching for, and may specify which email folder you would like the system to search within (if any need be specified).
SecureSend™ is BlueTie's encrypted file transfer system, which lets you send files with complete confidence, knowing that your confidential data will remain secure.
To Send a File using SecureSend:
1) Within the Email Application, click the down arrow next to New. A dropdown will display, giving the option for Email, SecureSend, Folder or Email Marketing. Highlight and select SecureSend. The SecureSend interface will open within the application.
2) Click the Send File button located in the top-right corner of the interface.
3) Enter the entire email address of the intended recipient(s). If entering multiple addresses, separate each address by a comma.
4) If desired, enter a personal message to be sent with the file.
5) If you would like to be notified when the file has been downloaded, check the "Request notification upon download" box.
6) If you would like to postpone the file delivery, enter the appropriate date and time you desire.
7) When you are satisfied that the entered information is accurate, click Send File at the bottom of the interface.
8) Enter and confirm the desired password for the file. The password must be at least 5 characters long, and the recipients must enter this password to gain access to the file upon download. Click Send File.
9) The SecureSend Upload window will open. Choose the file you would like to upload, and click Open. SecureSend will encrypt the file as it uploads (this may take a few minutes, depending on the size of the file being uploaded).
10) Once the upload is complete, the SecureSend Upload window will display a message stating, "Your SecureSend has finished uploading successfully and has been sent."
11) Click OK. The transfer is now complete.
This section provides how-to instructions on viewing email messages
To change the number of emails that are visible on a page, do the following:
1) Login to your account
2) Click on Prefereces (located in upper right hand corner)
3) Click on General Settings (located under Email section)
4) Under the Viewing Emails section, you can select the number of emails you wish to display: 10, 20, or 50
5) Click Save
To access the headers of an email:
1) Select an email for which you wish to view the headers of
2) Click on the icon in the upper right corner of the email that looks similar to a lined piece of paper
3) This will display the full headers of the email
BlueTie offers a Preview pane feature. To use this defaulted feature, single click on an email message. The message will appear in the preview pane. Once you have opened an email message, you can Reply, Reply All, or Forward a message.
Bluetie also allows user to disable this feature through the prefernces menu. To learn how to do this click here.
To display the Recipients in an email:
Click on the double-arrow icon located in the upper-right corner of the selected email.
Complete Guide to Calendar
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To access calendar sharing preferences:
1) Click the Preferences link in the top right corner of your account screen
2) Click the Calendar Sharing link under the Calendar section
Free Busy Sharing (Time Blocks Only)
Free-Busy access allows you to share your calendar with reserved time blocks only. All other details of your calendar are restricted.
Read-Only Sharing (Time Blocks plus Details)
Read-only sharing allows you to share your calendar with time blocks and details, without allowing editing.
Full Sharing (Administrative Access)
Full sharing access allows you to not only share your calendar, but give editing and scheduling capabilities to those users you've shared with. *This access level is restricted to members of the system and is not available to non-members.
You can create a new calendar event by doing any of the following:
DETAILS
Attendees: Enter the username(s) or group of contacts who should be attending.
Subject: Enter a descriptive title of the event or meeting.
Location: Insert location where all attendees should report for the event.
Notes: Include a description of meeting goals, discussion topics, phone numbers, and other important information.
Mark as Private: Restrict other users who have access to your account from viewing the details of a personal event.
TIME
First Available: A scan of the attendees calendars will find the first commonly available time to schedule.
Duration: Select the amount of time for the event to last.
Start and End Dates: Indicate dates of the new event.
RECURRENCE
Occurs: Set a recurring event daily, weekly, monthly, or yearly. Set an End on or After date to end the recurrence.
Click Save to include the new event into your Calendar.
To edit a single instance of an already scheduled recurring event:
1) Hover your mouse over the appointment and right-click
2) Select Edit Instance
3) Edit the instance and click the Save button
Note: all other instances will be preserved.
To edit all instances of a recurring event:
1) Right-click on the event and select Edit Event or double-click on the event
2) Click the Edit button found in the tools menu at the top of the window
3) Edit the event and click the Save button
To make an edit to a single existing event, right click on the event and select Edit Event. You can also double click on the event and use the Edit button found in the tools menu at the top of the window.
If you wish to edit one instance of a recurring event, see Editing a Recurring Event
1) Click on the Preferences link in the upper right hand of the screen
2) In the Calendar section, click General Settings
Calendar Name: This is the name of your calendar, and is the name seen in the Caledars window when shared. The default format is last name, first name, but can be edited at any time.
Default View: This drop down menu allows you to choose from daily, weekly, and monthly views for your default calendar application view.
Remind: If you wish to use reminders for appointments, either by email or pop up window, use the dropdown menu to select the reminder increment.
Work Days: Check the boxes to create your work days. When another user is searching for a first availabe time slot in your calendar, non-work days will be excluded.
Work Hours: Select your work day start and end times. When another user is searching for a first availabe time slot in your calendar, non-work hours will be excluded.
First day of week: Your default view will begin with the day of the week selected from this menu.
Calendar View Increment: Use this menu to select the default time increment in you calendar. This applies to daily and weekly views only.
Free/Busy Access and URL: Once this is enabled, you can share your URL with users of external calendars, such as Outlook. This allows non-members to seach for available time slots, even if they aren't in the BlueTie system.
You can invite both members and non-memebers*. These invitations are also referred to as Meeting Requests.
1) Open a new or existing event window. For an existing event, click Edit
2) To add a contact from your address book into the Attendees field, select Contact List from the tool bar and click on the name of the contact(s)
3) To invite a contact that is not in your address book, simply type a valid email address(s) into the Attendees field
*Members will be receive your meeting request directly their own account. Non-members will be invited via email.
Meeting requests are received when another member has invited you to an event. Meeting requests are visible in multiple locations in your account.
Meeting requests are visible in the Universal Inbox. Clicking on the bold text Meeting Requests will take you to the the details of the request. At this point you can choose to Accept, Decline, or mark the meeting as Tentative.
From inside the Calendar application, you can find the Scheduler window to the left (default) of your main Calendar window. The Meeting Request view is found just above your above your yearly calendars. Clicking on the bold text Meeting Requests will take you to the the details of the request. At this point you can choose to Accept, Decline, or mark the meeting as Tentative.
Meeting requests are also placed directly inside of your calendar, in the corresponding time slot. They are distinguishable by bold text. By right clicking on the request , you can choose to view the Details of the request, Accept, Decline, or mark the meeting as Tentative.
Choose to have either an email or pop-up reminder prior to an event. This can be chosen for all events, or one individual event.
To receive a reminder for all events:
1) Click Preferences.
2) Go to General Settings under Calendar.
3) Next to Remind, select the time interval you would like to receive the reminder prior to the event.
4) Indicate either Popup or Email for the type of reminder you would like to receive.
5) Click Save.
If you have reminders turned off for all events, but would like a reminder for a particular event:
1) For an event that has already been scheduled, double click on the event in your Calendar. Click the Remind button and select the interval in which you would like to be reminded.
2) For a new event, while scheduling click the Remind button and select the interval in which you would like to be reminded. Click Save.
You may print your Calendar in any view you have set as your default, or any view you choose.
1) Click the Print icon in the chosen view of the Calendar application.
2) You will be given a printing preview. Continue in your normal printing process.
The following keywords can be used with Quick Add to add appointment to the calendar. Quick add will only work for the current week.
Dates:
Tomorrow, Today, Monday, Mon, Tuesday, Tue, Wednesday, Wed, Thursday, Thr, Thur, Thu, Th, Friday, Fri, Saturday, Sat, Sunday, Sun
Times:
Breakfast (defaults to 8:00 am), Lunch (defaults to noon), Dinner (defaults to 6:00 pm for 2 hours), Noon, Midnight
Examples:
Lunch with Bob on Friday, Meeting with Sue at 3pm on Friday
When scheduling a New Event, you can a recurrence for daily, weekly, monthly, or yearly. All New Events default to only one instance on your Calendar.
Daily: Set to every 'x' amount of days, or every day.
Weekly: Set to every 'x' amount of weeks, and choice of weekdays.
Monthly: Set certain numbered day of the month, or specific month location (i.e. Second Saturday of each month)
Yearly: Set the day or weekday location of the following year.
All recurring events can be configured to have no end date, or end on or after a certain date.
You can perform a variety of actions by right-clicking in your Calendar.
For events you have scheduled:
For events scheduled by someone else:
For a recurring event you have scheduled:
For a recurring event someone else has scheduled:
Right-clicking on a free date or time slot:
Note: Calendar sharing can only be setup from the account of the calendar being shared
To share a calendar:
1) Click the Preferences link in the top right corner of your account screen
2) Click Calendar Sharing from the Calendar section
3) SimpleClick™ or type the username or email address of the person you are sharing with into the insert field of the appropriate access level.
Note: Calendars can be shared with both members and non-memebers
4) Press the Enter key or click the Insert button to add the user to your shared list
5) Click the Save button
When another user has shared a calendar with you, their calendar name will appear in the Calendar section of the Scheduler section.
Calendar Overlay View
Shared calendars can be overlayed onto your own by clicking the check box to the left of the calendar name in the Calendar section of the Scheduler. The shared calendar appointments will display on your calendar in addition to your appointments and will be distinguishable by the color associated to the calendars. The calendar color can be changed in the Calendar section of the Scheduler by clicking the color box to the right of the calendar name.
Single Calendar View
Note: If you have Full-Access to a Shared calendar, then you can create a new event in the same way that you create events for your own calendar. For more information see Calendar Sharing Preferences.
Click here to learn how to setup your default Calendar view.
You can switch your view in the Calendar application with one click on the view type icons.
Easily switch between:
Complete Guide to Contacts
To add contacts to an existing group:
1) Click the Contacts icon
2) Right Click on the Group In the Simple Click Pane on the left hand side.
3) Click on Create New Group.
4) SimpleClick™ the contact(s) from the contact pane on the left (Note: groups cannot be added to groups)
or
1) Click on the Contacts icon
2) Click on the View button and select Groups, then Enterprise or Personal depending on the list you wish to view.
3) A list of groups that exist under Enterprise / Personal Contacts will appear in the grid below.
4) Select the Modify button next to the group.
5) Click on the users listed on the left to add them to the group.
6) Click SAVE.
To add contacts to a new group:
1) Click the Contacts icon
2) Click on the arrow next to New.
3) Click on New Group.
4) SimpleClick™ the users which you would like to add into this group.
5) Click the Save button
To Change A Display Name
1) Click the Contacts icon
2) Click on the contact name from the Display Name column
3) Click on Edit.
4) In the Display Name section, choose the way you would like the contact displayed
Note: You can specify a custom format by selecting the custom format from the drop down menu.
5) Click the Save button
To create a new contact:
1) Click the New Contact link from the Shortcuts window
2) Use the available fields to enter in the contact information
3) Click the Save button
4) A menu will then popup to allow you the option of adding this contact to multiple groups.
5) Simply check the box next to the group name to add the contact to the group(s) desired (if any).
6) Click Close to finish or Add Another Contact to continue adding additional contacts.
or
1) Click the Contacts icon
2) Click the Drop down arrow next to New.
3) Select New Personal/Enterprise Contact.
4) Enter in the appropriate information and click Save.
5) A menu will then popup to allow you the option of adding this contact to multiple groups.
6) Simply check the box next to the group name to add the contact to the group(s) desired (if any).
7) Click Close to finish or Add Another Contact to continue adding additional contacts.
To create a contact under an existing group:
1) From the Simple Click menu, right click on the group name and select New Contact.
2) Enter in the desired contact information and click Save.
3) Next, select any additional groups you would like the contact to be added to (if any).
4) Click Close to finish or Add Another Contact to continue adding additional contacts.
You may create a new Personal Contacts group in multiple places within the application:
1) From the SimpleClick menu you can right click on the My Contacts group and select New Group from the drop down.
2) From there you will be brought to the Group Creation screen where you can designate the group name and add the desired users to the group simply by clicking on their contact on the left.
3) Click Save when finished.
or
1) Click on the Contacts icon.
2) Click on the New button drop-down and select Personal Group.
3) Once within the Group Creation screen, simply click on the users from the list on the left and click Save when finished.
You may view your contacts in a format of your preference.
To View Contacts In the Card Format
1) Click on the Contacts icon.
2) Under View, select Card View.
To Edit the Display Columns
1) Click the Contacts icon, and under View, select Choose Display Columns.
2) Indicate the fields you would like to be displayed and click Save.
To View Contacts In the List Format
1) Click on the Contacts icon.
2) Under View, select List View.
To adjust Preview Pane Settings.
1) In the Preferences menu, go to General Settings under Contacts.
2) Choose to display either 20, 50, or 100 Contacts at a time in your view.
3) Turn the Preview Pane on or off: If the Preview Pane is enabled, the contact's details will appear under your contacts list. If it is disabled, contact details will be displayed in a pop-up window.
4) Click Save.
To edit a contact:
1) Click the Contacts icon
2) From the list of contacts, click on contact you wish to edit.
3) In the new window that opens, choose the fields you wish to edit (Overview, Detailed, Custom Fields)
4)Click Edit.
5) Edit the contact information and click the Save button
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Choose the contacts your wish to export (Personal, Enterprise, Shared).
3) Choose the format you wish to export them into (CSV/Comma Separated Value, or vCards in a zip file).
4) Click Export.
You can import a previously existing contact list via a .csv file from ACT!, MS Outlook, Outlook Express, Goldmine and more.
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Click Import and Browse to choose the .csv file of contacts to import. (See the sample .csv file for reference)
3) Choose the personal group from the drop-down menu to import to (if any).
Note: To upload contacts to Personal Contacts select No Group.
4) Select Import and all compatible data will be imported, next you will be brought to the Field Mapping screen in the case that any of the fields were unrecognized upon initial import..
5) On the field mapping screen you will see a list of the columns that were unable to be imported directly to BlueTie defined fields. Next to the list you will see a drop-down menu that will allow you to choose the BlueTie defined field name or a user-defined field name to map the information to.
EXAMPLE: If you original .csv file labeled the birthday column as D.O.B. you would see this in the list on the left. You will also see an example of the data that correlated with this field. From the drop-down you can select the Birthday field to map the D.O.B. column to this way your contact information is not lost. If you would like your contacts birthday to display as D.O.B. simply create this as a user-defned field and map to the field from the drop-down.
6) Once finished, simply click on Accept and the contacts will be fully imported.
You can also import contacts via the .vcf format as well. With this option you are only limited to importing one contact at a time.
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Click Import and Browse to choose the .vcf file to import.
3) Choose the personal group from the drop-down menu to import to.
4) Select Import and proceed with steps 4 through 6 as stated above.
Edit and Email your contact information.
To edit your contact information:
1) Click on the Contacts Application
2) Click the Actions dropdown
3) Click Edit My Information
4) A new window will open (you may need to set your browser to allow popups for bluetie.com).
5) Make any desired changes to your information
6) Click Save (located in the top-right of the window)
To Email my Information:
1) In the Contacts application, highlight the Contact(s) you wish to send your vCard to.
2) Select the Actions drop-down menu and Email My Information. Select whether you wish to send you Personal, Work, or All information.
3 ) A new email will automatically attach your information and the Contact's email address.
To Automatically Append a Vcard to your Outgoing Emails
1) Click on Preferences> General Email settings
2) Under Composing Emails you will see an option to 'Automatically Attach Contact Info'.
3) Select the information you would like sent (Work, Personal, All)
4) Click Save
To Print a Contact
1) Click on a contact to preview contact.
2) Select the Print Option.
To Print a Contact List
1) Click on the Contacts Icon at the Top of the screen.
2) Select View and choose to view the Contacts you are looking to Print.
3) While viewing these contacts, click the printer Icon which is located between the 'save to file' button and the 'red 'x' delete button'.
To Save a Contact To File:
While previewing the Contact's information, click Download and choose where to save the information to.
Note: Enterprise contact sharing can only be setup from the Enterprise Manager account
To share enterprise contacts:
1) Login using the Enterprise Manager account
2) Click the Preferences link in the top right corner of your account screen
3) Click Share Enterprise Contacts from the Enterprise section
4) Choose the group that you wish to share from the drop-down menu
5) Click the Create Sharing for Groups button
6) A new pop-up window will appear. Specify the type of access (Read Only, Modify Access, or Full Access) you would like to grant from the drop-down menu at the top of the screen.
7) SimpleClick™ the member that you would like to share with from the Contact listing on the left.
8) Click the Save button
Note: Contacts must be in a Contact Group in order to be shared and can only be setup from Sharer account
To share contacts:
1) Click the Actions Drop Down Menu from the Contacts section.
2) Click the Manage Sharing option.
3) Choose the group that you want to share from the drop-down menu.
4) Click the Modify button.
5) A new pop-up window will appear. SimpleClick™ the members you would like to grant sharing access to.
6) Select the level of access you would like to grant. (Read Only, Modify, Full Access).
7) Click the Save button
To view shared contacts at anytime:
1) Click the Shared tab on the bottom left hand side of your contact window
To view and manage shared contacts:
1) Click the Contacts icon
2) Select View from the Contacts application.
3) Choose the appropriate shared Contacts to view.
4) Your ability to manage these contacts will be dependent on the level of access you were granted to these shared contacts.
To upload a photo to a Contact:
1) Preview the Contact's information.
2) Click on the Add Photo image and Browse for the appropriate file.
3) Click Upload.
These are the valid image types that we currently support for upload:
You can view many aspects of Contact information.
To Map Out Directions to a Current Contacts Address.
1) In the Contact's preview, click on the address you wish to map out.
2) A new window will populate the address for Mapquest directions.
3) Enter the Information accordingly.
To View or Edit Custom Fields
1) In a Contact's preview, click on the Custom Fields tab.
2) Click Edit to create these fields.
To View the Detailed Information for a Contact.
1) Preview a Contact and select the Detailed tab.
To View the History of a Contact.
1) Preview the Contact and select the History tab. View or Edit the history for this contact.
When you preview a Contact, the Overview will be displayed.
To view enterprise contacts at anytime:
1. Click the Enterprise tab on the bottom of your contact window
To view and manage enterprise contacts:
1. Click the Contacts icon
2. Select View>Enterprise Contacts.
3. Select which group you would like to view or just select All.
The available buttons will vary depending on the level of access you have to the Enterprise contacts (Read Only, Modify Access, or Full Access). The access level granted can only be changed by an Enterprise Manager.
Complete Guide to DirectConnect
To change settings after Direct Connect is installed:
1) Open Outlook
2) Click the Settings button on the Tool bar (look for the BlueTie logo)
or
3) Click Tools>Direct Connect>Settings
To obtain a Direct Connect Log File:
1) Click on the start menu
2) Click on My Computer
3) Click on Local drive (C:)
4) Click on Program Files
5) Click on the Bluetie Folder
6) Click on Direct Connect Folder
7) Open ODC_log
For Direct Connect setup, please click here to download the DirectConnect Manual.
Learn more about sending faxes right from your inbox.
During the eFax account set-up process you are assigned a fax telephone number which others may use to send you faxes.
eFax subscribers have all inbound faxes delivered directly to the email address or addresses they have specified during the eFax account set-up process. Users may specify up to 5 email addresses, each of which will receive a copy of all inbound faxes.
Received faxes appear in the user’s inbox with From defined as “eFax” <message@inbound.efax.com>, and Subject defined as “eFax from [name, if any, configured in sending fax] – X page(s), caller ID: XXX-XXX-XXXX.
The actual content of the fax message is included with the email as an attachment, in either Adobe PDF, Tagged Image FileTIF, or eFax proprietary EFX format, as specified in the users’ preferences during eFax account set up. This preference may be modified by logging directly into the user’s eFax account at www.eFax.com.
Faxes received by eFax customers are stored online for 1 year by eFax in each user’s eFax Message center, which can be accessed by logging directly into the user’s eFax account at www.eFax.com.
NOTE: Fax-On-Demand users may not receive faxes.
To send a fax using eFax:
1. In the email application, click the NEW dropdown arrow.
2. Select FAX -- If you do not have eFax credentials stored in BlueTie, click "Learn More/Sign Up".
3. The Compose Fax window will open.
4. Click TO to bring up your Simple Click contact list. Click the contact(s) you'd like to send the fax to. The contact’s fax number will automatically be added (If contact has no fax number, you will be prompted to enter one). Additionally, you may manually enter fax numbers into the TO: field.
5. If you'd like to include a coversheet, ensure that the "Include Cover Page" box is checked.
6. We recommend that you fill out the cover sheet with the following fields: To; Company; Fax Number; From; Date; Re (Subject). All text from the fax/email message will be included as a ‘Cover Message’ in the fax coversheet.
7. Add desired attachments.
NOTE: attachments included with the messages will be provided to recipients as additional fax pages.
8. Click SEND
You will receive a confirmation email message stating that the fax transmission was successful. If the fax was sent using the on-demand process, a summary of the charges will be included in the confirmation message. If the fax transmission was not successful, you will be notified that the transmission failed.
To set your eFax preferences:
1. While inside your BlueTie account, click on Preferences
2. Click eFax Settings underneath the Email heading
3. If you have already registered for an eFax account, you may view, edit or delete your eFax account number and pin.
4. You may also check the box to have your contact information automatically updated with your eFax fax number.
NOTE: If you have not registered with eFax, you may click the "Learn More/Sign Up" button from the eFax preferences (which will bring you to eFax's website in a new browser window).
To Sign Up for an eFax Account:
There are two ways to register for an eFax account within the BlueTie application.
Method #1
1. While inside your BlueTie account, click on Preferences
2. Click eFax Settings underneath the Email heading
3. Click the Learn More/Sign Up button
4. A new browser window will open, taking you to the eFax website where you may sign up
Method #2
1. While inside your Email Application, click the New dropdown arrow
2. Select Fax
3. In the eFax pane that opens, click the Learn More/Sign Up button
4. A new browser window will open, taking you to the eFax website where you may sign
Upon completion of the registration:
You will receive a confirmation email from help@mail.efax.com with the subject line “Welcome to eFax Plus”. This confirmation email contains your new eFax Number and PIN.
Within your eFax confirmation email message, you will see a button in the email header which will allow you to save your credentials in you BlueTie account. When you click this button, your credentials will be saved, and you will be given the option to add your fax number to your enterprise contact.
You will also be sent an email message with pointers on how to use eFax within the BlueTie application.
Fax-On-Demand is a low-cost fax service that you can use as-needed, without having to commit to monthly payments.
To use Fax-On-Demand:
1. While inside your Email Application, click the New dropdown arrow
2. Select Fax
3. Click the Send Now Using Fax-On-Demand button
4. Enter your billing information
5. Click Save
6. The Compose Fax window will open.
7. Using your Simple Click list, click the contact(s) you'd like to send the fax to. The contact’s fax number will automatically be added. Additionally, you may manually enter fax numbers into the TO: field.
8. If you'd like to include a coversheet, ensure that the "Include Cover Page" box is checked.
9. FWe recommend that you fill out the cover sheet with the following fields: To; Company; Fax Number; From; Date; Re (Subject). All text from the fax/email message will be included as a ‘Cover Message’ in the fax coversheet.
10. Add desired attachments.
NOTE: attachments included with the messages will be provided to recipients as additional fax pages.
11. Click SEND
You will receive a confirmation email message stating that the fax transmission was successful. If the fax was sent using the on-demand process, a summary of the charges will be included in the confirmation message. If the fax transmission was not successful, you will be notified that the transmission failed.
To use a coverletter with your eFax:
1. In the email application, click the NEW dropdown arrow.
2. Select FAX -- If you do not have eFax credentials stored in BlueTie, click "Learn More/Sign Up" and register for an eFax account.
3. The Compose Fax window will open.
4. Ensure that the Include Cover Page box is checked
5. Enter the Subject of the Fax in the Subject Field
6. Enter the body of the coverletter.
NOTE: eFax's coverletter composition interface is only compatible with plain text characters. No special characters, fonts, colors or any other text customization is permitted.
You may also create your own coverletter in a separate program (ie., Microsoft Word) and attach that as the first sheet of the fax, effectively creating your own coverletter. You may use whichever fonts and customizations to this coverletter as you'd like.
Complete Guide to Email Marketing
To change or add a Constant Contact account that is saved in BlueTie:
1. Click on your Preferences link
2. From the Email section, click on General Settings
3. Scroll down to the Marketing Campaign Section
4. Enter your existing Constant Contact username and password and click Save and Continue
6. Once your account has been verified, BlueTie will store your username and password in your preferences and then log you into your account on the Constant Contact site.
*These same steps should be followed if you would like to remove an existing Constant Contact account and add a new one. Just simply delete the existing info and provide the new account name and password.
1. Enter your email application
2. Click on the arrow next to the New button on your tool bar
3. Using the dropdown menu, select Marketing Campaign
4. From the next screen, choose the option to Sign Up
5. Fill in all of the fields* and then click Create Account
6. Once your account has been created, BlueTie will store your username and password in your preferences and then log you into your account on the Constant Contact site.
*Please note that when creating a new account, the fields to create username and password do not have to be the same as your BlueTie login credentials.
To export your contacts for use in an email marketing campaign:
1. Enter your Contacts application
2. Click on the Actions button from the tool bar
3. Select Import/Export Contacts from the menu
4. In the Export section, choose the contact group(s) to export by checking the appropriate boxes
5. Then select the Constant Contact option and click Export
6. Next, you will be prompted to save or open the exported file
7. Save and label for easy retrieval during the email campaign process
To launch an Email Marketing campaign through BlueTie:
1. Enter your email application
2. Click on the arrow in the New button on your tool bar
3. Using the dropdown menu, select Marketing Campaign
4. From the next screen, choose from the options: Sign Up, Learn More, Already a User
5. Follow the prompts to begin email marketing
1. Enter your email application
2. Click on the arrow next to the New button on your tool bar
3. Using the dropdown menu, select Marketing Campaign
4. From the next screen, choose the option to Use Existing Account
5. Enter your existing Constant Contact username and password and click Save and Continue
6. Once your account has been verified, BlueTie will store your username and password in your preferences and then log you into your account on the Constant Contact site.
Complete Guide to Enterprise Manager
The Enterprise Account Default represents the plantype that is associated with all new accounts created within the enterprise. An enterprise manager has the capability to modify this plan for individual users or for the entire enterprise at any time. To learn more about modifying individual user plans click here.
To Modify the Account Default:
1) Go to Preferences and select Account Defaults.
2) Under Application Access, proceed with adding or removing desired features.
3) Click Save.
Email Aliases reflect any address that a user is able to send or receive mail from. Additional email aliases can be added or removed from accounts at anytime. The steps for adding email aliases are listed below. To learn how to remove email aliases click here.
For Individual Users:
1) From the application menu, click on the Enterprise icon.
2) Click on the View Accounts button and select the user you want to alias.
3) From the user profile screen, select the Email Aliases button.
4) Click on the New Alias button and enter the desired email alias.
a. If the enterprise has multiple domains, choose the domain you wish to alias from the drop down menu.
5) OPTION: To set the alias as the default address simply check the Set As Default button.
6) Click Save.
***All email aliases are listed on the user profile screen under the email section.
Aliasing All Users:
1) If email aliases follow the format, username@domain, you can alias all users in the enterprise at once.
2) From the preferences menu, click on Email Domains & Aliases.
3) Next to the approved domain you wish to alias, select Manage this Domain.
4) Select the Alias All Users button and choose whether to simply alias all users or to alias and set as default.
5) Once it is completed. Click OK to return to the Email Domains and Aliases menu.
Related Links:
- Using Your Domain Name
- Auto Aliasing
- Removing Email Aliases
An Enterprise Manager can add fields to user profile to accomdate the necessities of their company. For example, add a field where employee i.d. numbers can be viewed and stored.
Managing User Defined Fields:
1) From the enterprise preferences menu, select the Add Fields To Users Profiles section.
2) Enter the name of the custom field in the text box.
3) Click Add.
4) To remove or rename, select the appropriate function listed next to the custom field you wish to modify.
Related Links:
- Edit User Profile
Enabling Auto-Aliasing will create an email address automatically upon user creation using the username@domain.com format.
To Enable:
1) From the enterprise menu, select View Divisions.
2) Click the Modify button next to the divsion you wish to auto-alias.
3) From the auto-aliasing screen, select the radial buttons next to each of the following:
a. the approved domain
b. this division and all sub-divisions
c. user@domain format4) When finished click SAVE and you will be redirected back to the Modify Division menu.
Restrictions:
1) Aliases are created with the user@domain or user.enterprise@domain format only. All other desired aliases must be created manually.
2) If the enterprise contains multiple domains, auto-aliasing can only be configured for one domain. Users can be aliased for additional domains through the manage domain feature within the enterprise prefereneces menu.
Related Links:
- Adding Email Aliases
-Removing Email Aliases
Billing and Technical Contacts are added to an account upon enterprise creation.
To View or Change Contact Information:
1) Go to the Enterprise Preferences section in the Enterprise manager account.
2) Locate the section you wish to view or edit (Billing / Technical Contact).
3) Make changes as need and click OK
4) The information is now updated and saved
To view or change other billing information click here.
Customize your email application with BlueTie Branding. This feature gives you – as an Enterprise Manager – the ability to upload a logo and select a default color scheme that will change the way the application looks to each user in your organization. Branding your BlueTie email is quick and easy. To begin customizing your company’s email application, simply follow the steps below:
This section will allow you, as the Enterprise Manager, to change the color scheme of the application.
Option 2: Upload Logo
This section will allow you, as the Enterprise Manager, to upload a logo of their choice. This logo will take the place of the BlueTie logo located at the top left corner of the email application.
To Cancel Accounts:
1) From the application menu, select the Enterprise icon.
2) Go to View Accounts.
3) Check the box next to each user you wish to cancel.
4) Select the Cancel Account button located at the bottom of the user account listing.
5) A notifcation will appear asking you to confirm the cancellation by clicking YES.
6) To view cancelled accounts, select Cancelled Accounts from the filter drop down located above the User Division category.
7) Cancelled accounts can be restored quickly and easily for up to 30 days after the cancellation date by selecting Restore.
8) Restored users will move back to the Active Accounts listing visible by clicking the View Accounts section of the enterprise menu.
***It is recommended that email aliases be removed from cancelled accounts to prevent future conflictions. To remove aliases from specific accounts see the Removing Email Aliases section of the How-To Guide.
Related Links:
- Un-activated Account Slots
- User Creation
- Locking Accounts
The Company Profile will hold all all of your company's contact information. To view or change this information at anytime please use the following steps:
1) Go to the Enterprise Preferences section of the Enterprise Manager account.
2) Select the Company Profile section.
3) View or change the desired fields and click OK.
Related Links:
- Billing Contact
- Technical Contact
- Edit Billing Information
Creating users is simple with BlueTie's step by step user creation process.
To Create an Account:
1) From the enterprise menu, select Create Account.
2) Select the division you would like the account to be created in and select Create Account.
***Only applicable for enterprises containing mutiple divisions.
3) On the Account Information screen enter the new user information. Required fields are:
4) When finished, click Next and proceed to the Price Plan screen.
a. To customize the user plan:
- Select the Customize Plan button.
- Add or remove plan features by using the check boxes to the left of each feature.
- Click Save.
b. To select a base plan:
- Select the radial button next to the desired plan and click Finish.
***NOTE: Un-activiated account slots will be automatically activated for users created with the same plan type as the inactive account. To learn more about managing un-activated accounts click here.
Related Links:
- Auto-Aliasing
-Adding Email Aliases
- Edit User Profile
- Login as User
- Modify Access
- User Junk Mail Settings
- User Security Settings
To create a new division:
1) Click the Enterprise Manager icon
2) Click the View Divisions button
3) Click the Create Division button
4) Select where the new division should be created and then click the Create Division button
5) Type in the Division Name and then click the Continue button
6) Select the manager of the division
7) Check the usernames from the Enterprise list that you would like the new manager to administer
8) Move the selected users to the new division by clicking the Move To button
*Turning off the User Wizard is NOT recommended as it guides the user through important information and security configurations*
When enabled, users are prompted to complete the user wizard upon their initial login. The wizard will walk the user through the acceptance of the Terms of Service, password updates, and other general account configuration procedures. The User Wizards are enabled by default upon enterprise creation.
To Disable / Enable User Wizards:
1) From the enterprise preferences menu, select the Edit General & Regional Settings section.
2) Select the radial button next to your preference under the Wizard category.
***NOTE: Changes made to this preference only apply to users created after the modification and not to existing users.
Many preferences can be set for a single division in the Modify Divisions page.
To Access:
1) Go to the Enterprise icon.
2) Click on View Divisions.
3) Select the division you wish to modify by clicking the Modify button. If you wish to apply the changes to all subdivisions, click on the Modify button next to the highest division possible.
***The following settings are customizable from this screen:
Division Name: Set the name of the division you are working with.
Default Plan: To set the appropriate email plan for users in this division, select Set Default Plan and choose the appropriate plan.
Auto-alias new users: To automatically assign a user's alias upon creation, click Enable Auto-aliasing. Choose the appropriate domain to be aliased and the division it should be applied to (this division or all sub-divisions as well) and the format of the alias. Click Save Settings. To learn more, click here.
Managers: To assign a user as a manager of a division, click Add Manager and select a user from the list given. You may have multiple division managers, but only one Enterprise Manager in the top-level division.
Password expiration: Select Modify. You can set the password expiration to a certain amount of days or never require a password change. These settings can be applied to this division and all sub-divisions. Click Save Settings.
Session timeout: Select Modify. You can set the timeout session in minutes up to 999 minutes, and restrict your users from changing this setting by checking the box marked "Users cannot change this timeout setting". You can also apply this to a single division, or this division and all sub-divisions. Click Save Settings.
Manage Users: These settings can be configured for the managers of this division. Restrict or allow certain permissions by checking the box of the ability that should be allowed.
Application Access: Features can be customized for users in this division.
4) Click Save Changes.
Related Links:
- Modify User Access
- Session Timeout Settings
- User Security Settings
- View Divisions
BlueTie allows the Enterprise Manager to manage their own domains directly through the BlueTie account.
To access the domain management screen:
1) Click the Enterprise Preferences button in the upper-right corner of the Enterprise Manager account
2) Select Email Domains and Aliases from the Enterprise Management section
3) From this page you will be able to view all of the domains approved on the account. This page allows you to:
a. Request a new domain
b. Remove an existing domain
c. Manage an existing domain
d. View all users and their aliases
To Manage a Domain:
1) Click the Manage Domain button next to the domain you wish to modify
2) You will have 4 options:
a. Alias all users
b. Remove all aliases
c. Remove domain
d. Manage forwarding
3) Choose the function you would like to perform and follow the steps provided
Related Links:
The Enterprise Manager can edit the user's profile direectly from the user information screen.
To Edit the Profile:
1) From the Enterprise menu, click View Accounts.
2) Click on the user you wish to edit and select the Edit Profile button.
3) Modify the information in the available text boxes and click SAVE.
Related Links:
- Edit User Display Name
- Adding User-Defined Fields
BlueTie offers archiving of all incoming and outgoing email including attachments on a user by user basis. This service helps your business comply with electronic record keeping requirements such as those imposed by Sarbanes-Oxley, HIPAA, the NASD and the SEC. BlueTie Archival archives all email that is sent through our servers and provides a monthly Write Once Read Many (WORM) copy to you on DVD. A second copy is stored in our secure datacenter.
To Enable Email Audit:
1) Click Email Audit Settings from the Enterprise Manager account.
2) Click the Enabled radio button
3) Use the provided checkboxes to enable email audit
Enabling an Email Footer will append a message to all outgoing company emails. Email footers are not visible to the user when composing email and can only be edited by the Enterprise Manager.
To Enable:
1) From the Enterprise Preferences menu, select the Email Footer section.
2) Select the radial button next to Enable.
3) Type in the desired footer message and click Save.
***Email footer message can be no longer than 2000 characters in length.
To Disable:
1) Select the radial button next to Disable in the Footer Settings section.
2) The text box will become hidden.
3) Click Save.
Related Links:
- User Name & Signature
- Out of office reply
Global Junk Mail Settings are used to set junk mail preferences for all users within the enterprise.
Junk Mail Restriction:
1) From the enterprise preferences menu, select the Global Junk Mail Settings section.
2) Select the Junk Mail Threshold you wish to enforce for all new users.
(Note: To change existing users junk mail settings click here)
3) Click on Save Changes to set the threshold level.
User Ability to Change Settings:
1) This setting allows the enterprise manager to decide whether or not to allow users to modify their own threshold levels.
2) To allow users to modify their own threshold, check the box next to Can set own Junk Mail threshold.
*** Applies to new users only.
3) To enforce this setting for existing users simply check the box to the left of the Force button and Save Changes.
*** This will allow existing users the ability to manage their own threshold level if they previously could not.
Safe List and Block List:
These lists allow the enteprise manager to assist users in managing junk mail and to help ensure delivery of good mail.
1) To add an address to either list, type the email address or the domain extension (@domain.com) in the field provided.
2) Then, click the desired button (Add to safe or Add to block) for addition to the enterprise lists.
3) Clice Save at the bottom of the page
**These enterprise lists will be visible to each user in their personal Safe and Block list screen. However, users will be unable to edit those entries. Only the enterprise manager can add or remove from the Enterprise Safe and Block lists.
Related Links:
- Modifying users junk mail settings
- Users ability to modify junk mail settings
1) Go to your Contacts section, and click Actions and then Import/Export Contacts.
2) Select Import and follow instructions.
The file must be in .csv (Comma Separated Value) format.
To manage contacts sharing click here.
Enterprise Managers have the ability to lock a user account at any time. Locking an account prevents the user from having any access to their account. The Enterprise Manager also has the ability to transfer all of the data from a locked account to another user. Click here for information on how to transfer user data from one account to another.
To Lock Accounts:
1) From the enterprise menu, click on View Accounts.
2) Select the account(s) to be locked by checking the box next to the username.
3) When finished, select the Lock Account(s) button at the bottom of the page.
4) A notification will appear stating that the users were locked successfully.
5) Select OK and you will be redirected to the active accounts screen.
6) To view the locked accounts, select Locked Accounts from the Filter drop down menu located above the divisions column of the accounts section.
To Unlock Accounts:
1) Check the box next to the user you wish to unlock and click on the Unlock Account(s) button located at the bottom of the screen.
2) A notificaiton will appear stating that the user(s) had been successfully unlocked.
3) The account will then appear in the active accounts list.
Related Links:
- Cancel Accounts
- Create Accounts
- Transferring data from locked accounts
The Enterprise Manager has the ability to login to a user account without needing to obtain or reset the users password. By using the login feature, the Enterprise Manager is logged directly into the users account and can modify settings as needed.
To Login as User:
1) From the Enterprise menu, click on View Accounts.
2) Click on the username to go to the User Profile screen.
3) Click on the Login as User button.
4) You will now be automatically be logged into the users account.
***NOTE: Only one person can be logged into an account at a time, therefore logging in will potentially log the user out of their session. To verify that the user is currently offline, check the status listed under the username on the User Profile screen.
Related Links:
- User Email Preferences
Note: Mailing lists can only be accessed by the Enterprise Manager account
In the Preferences menu under the Enterprise Section, select Mailing Lists.
To Create a New Mailing List:
1) Click Create New Mailing List.
2) Enter the mailing list you wish to create (i.e. sales@mygigemail.com)
3) Add the email aliases that should receive mail coming to that address (i.e. salesrep@mygigemail.com) and click Add.
4) Click Save when finished.
To Manage an Existing Mailing List:
1) Highlight the Mailing List you wish to modify and click Edit.
2) Add aliases as detailed above, or highlight an alias and click Remove to take an alias off the Mailing List.
3) Click Save to apply your changes.
To Delete a Mailing List:
1) Highlight the mailing list and click Remove.
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