SETUP

Access granted to Super Administrators only.

ReplyManager can be re-branded to match a company look and feel. This will serve as the default for all sections unless you set the Section Preferences differently. Complete the form in full and click on the Update button to save.

Enter the Company Name. This is displayed in the privacy policy.

To upload an image, click on the Browse button. This will open a window asking you to select a file from your computer and will automatically enter it into the logo field.

NOTE: All graphics must be in JPG or GIF format. Recommended image size not to should not exceed 100 pixels wide or 63 pixels in height.

Enter a HEX number or click on the Color Graphics icon to select a header color.

Represents the email address where support or other general contact questions should be addressed. For example, this email is displayed in the Suggestions/Comments form.

Enter a number from 0 to 100. This will limit the number of emails or list items shown at one time which will help to reduce the download time once lists grow large. Using a 0 or blank field will result in NO limitations.

The height of the Reply Box (when replying to emails), can be adjusted by changing the pixel height. The default is 270 pixels. This is equal to about 2.50 inches, which varies based on screen resolution and DPI). The larger the number, the taller the reply box will get.

Select how often you want the screen to refresh after ReplyManager has received new emails. A drop-down menu is provided.

Select “Send user to last page visited after login:” to redirect the user. The default arrival page is the Folder View.

Mark the checkbox if you want to require that users login via SSL.

To enable users the ability to use OpenID when logging in, mark this checkbox. Administrators must then configure User Accounts directly with OpenID account information.

Set up various partitioned sections for ReplyManager accounts.

The section list presents the section name, ID Label, Space Quota, Utilization, the space used by Deleted Emails (waiting to be purged) and the Active status. The total utilization for all sections along with the total capacity is displayed at the top.

To add a new section, click on the Add New Section button at the top of the page. Complete each field as described below and click on the Update button.

• Active?: The radio button defaults to Yes.

* Name: Section name.

• Quota: Enter the total amount of hosted space (in MB) allowed for this section. Space SHOULD NOT exceed total capacity allowed for combined sections. The system will show you an error message if you exceed total capacity.

• ID Label: Enter an alphabetic ID label 3 to 8 letters in length. This is used for reporting purposes.

• Active?: Mark whether the account is active or not. Default is set to “Yes.”

• Sort Folder Emails: Emails will default to a particular sorting pattern based either on status or IDS. Click the radio button next to the default pattern you prefer.

• Link Logo to URL: Identify where the logo URL is located to display the image. Should include the full URL, such as, http://www.google.com.

• Reply Email Prefix: When replying to an email, this prefix will show before each sentence of the original email to identify it as the original content. The default (most common prefix used) is ”»”.

• Date Format: Select how to display dates inside the system from the dropdown menu.

• Time Offset: Adjusts the time shown from the original server time (Mountain time). The display time shows where the time is currently set. To increase the time by one hour, enter “1”. To decrease the time by 2 hours enter ”-2”.

• Time Tracking: Mark this checkbox to enable users to track their time when addressing an email. Leave unchecked if this feature is not applicable.

• Send Attachments: Mark this checkbox to enable users to attach documents when sending or responding to emails.

• Show Reference: Mark this checkbox to enable the abillity to add a reference to each email. References are displayed in the email list view and can be added when viewing the email and in bulk at the folder detail view.

• Display Thread Most Recent First: Mark this checkbox to show the most recent action for that email at the top of the page.

• HTML Editor: Mark this checkbox to enable the HTML Editor for the section. Users much also have the HTML editor activated at Maintenance: Users.

NOTE: Changing these values will overwrite settings in Site Preferences.

• Company Name: Enter the Company Name. This is displayed in the privacy policy.

• Logo Image: To upload an image, click on the browse button. This will open a window asking you to select a file from your computer and will automatically enter it into the logo field.

NOTE: All graphics must be in JPG or GIF format. Recommended image size not to should not exceed 100 pixels wide or 63 pixels in height.

Mark the checkbox titled “Use Default” if you want to default back to the original image.

• Header Color: Enter a HEX number or click on the Color Graphics icon to select a header color.

• Contact Email: Represents the email address where support or other general contact questions should be addressed. For example, this email is displayed in the Suggestions/Comments form.

• Number of Rows in lists: Enter a number from 0 to 100. This will limit the number of emails or list items shown at one time which will help to reduce the download time once lists grow large. Using a 0 or blank field will result in NO limitations.

• Delay Between Screen Refreshes: Select how often you want the screen to refresh after ReplyManager has received new emails. A drop-down menu is provided.

To edit a section, click on the section name to change any of the information listed above. Click on the Update button to save your changes.

At times, a section or site may be getting close to exceeding its' quota. If this occurs, the system will send an email to Super Administrators and Section Administrators when the system reaches 90% capacity per section. To adjust:

Go to Setup: Sections. Click on the section that is exceeding it's quota to edit. Change the Quota number.

NOTE: This quota combined with other sections CANNOT exceed total utilization (displayed at the top of the Sections list). Here are some suggestions on how to reduce the amount of space being utilized.

Go to Maintenance: Recycle Bin. Click on then Purge All Delete Messages button. This will remove all of these messages from the system freeing up additional space within the section. These emails CANNOT be retrieved after being purged.

Go to Maintenance: Recycle Bin. Select specific parameters to remove attachments from emails in the section being viewed. These attachments CANNOT be retrieved once deleted.