Connect a folder of your mailbox, such as the Inbox or Sent Items, so its emails and attachments can be searched and asked about. The mail is copied into your own private folder in DociToci; nothing in your mailbox is changed.
The video plays from YouTube when you click it.
Step by step
- Open Outlook email, Gmail or Other email from the menu, under Connect your data.
- Click Connect a folder (Outlook), Connect a label (Gmail) or Connect a mailbox (Other email). For Outlook or Gmail, sign in to Microsoft or Google when asked; for Other email, fill in Mail server, Port, Username and Password or app password and click Find folders.
- Click Connect beside the folder or label you want, such as the Inbox or Sent Items. Folders that cannot be connected, such as Drafts or Junk, are shown with the reason.
- Under Sync mail from, choose The last 3 months, The last 6 months, The last 12 months, All mail or A date..., then click Connect.
- Click Back to mail (or Back to Gmail, Back to other mail). The connection is listed under Connected sources with its progress, for example "Syncing: 120 of 800 emails checked".
- Click Mail settings on the connection to choose what is kept. Leave out automatic mail skips invitations, out-of-office replies, newsletters and account notices; Only keep mail involving (optional) and Never keep mail from (optional) take addresses or domains, one per line. You can also change the start date here.
- Tick Weekly follow-up email to … to get a list every Monday morning of the conversations in this mailbox waiting on a reply, then click Save.
- Find the mail under Documents, in the private folder named after you, for example "Sara Ahmed - synced". Only you can read it there until you share it.
- To share it, click ⋮ on that folder in Documents, choose Access, pick A person or A role, tick Read and click Grant access.
Good to know
- On the Individual package you can connect one mailbox. Team and above connect every user's mailbox, and shared mailboxes such as sales@ through Connect a shared mailbox on the Outlook email page.
- Syncing only reads: nothing in your mailbox is changed or deleted. New mail is brought in about once an hour, or straight away with Sync now.
- For Other email, use a mailbox made for DociToci, such as docitoci@yourcompany.com, and an app password where your provider offers one.
- All mail can be thousands of emails, and the first sync can take hours. Synced mail counts against your storage quota.
Who can do this: Anyone whose role allows connecting data; owners and administrators always can. Package: Every package. Questions? Write to hello@docitoci.com.