eFiler365
, EnglishGeneral Usage Instructions
Instructions for Adding Morta to an ACC Account:
ACC/Autodesk® BIM 360® Admins can find the eFiler365 ACC / BIM 360 Integration in Account Administration under the "Apps" tab. Select to add to your ACC / BIM 360 Account. Your eFiler365 Integration is now active in ACC / BIM 360.
Add eFiler365 to your Microsoft® account
- Connect the application to your Microsoft account by searching for eFiler365 in the Microsoft App Store - https://aka.ms/olksideload
- Refresh your browser whilst on Outlook.com
Open eFiler365 and register an account
- Select any email
- In the message preview, select the 4 squares to load the add-in, select eFiler365 and load the sidebar
- Select “Sign in” to sign in to the eFiler365
- Select “Allow” to allow eFiler365 to present the sign-in screen
- As a new user select register (or skip to Sign in)
- Select register with “Microsoft” (Alternatively sign up with a username/email address & password)
- Select your Microsoft account to sign in to
- The eFiler365 sidebar will now load.
Manage connections and connect a filing destination
- Select the profile icon and “Open Manager” (or follow the link to add an integration)
- Select “Account Integrations”. Select “Add Integration” and select “Microsoft”
- Repeat “Add Integration” and select “Autodesk” (review the permissions and “Allow”)
- Next, go to destinations
- Select “Add destination”. For the destination type select “Autodesk”
- Under “Emails” select the account that has been added under integrations
- Next, select the top-level location offered and “Create”
- If you are planning to file to local/network folders install the eFiler Sync UI, sign in to your account and add a local folder (optional – not required for saving to Autodesk Construction Cloud)
- Return to Outlook and refresh the sidebar (close and reopen) or refresh your Outlook view.
File an email
- Select your first email to file
- In the message preview call the sidebar menu and browse for your first location to file an email to. You can expand the locations offered under the folders tab.
- Once you have found the correct folder select the file upload icon to upload the email to the chosen location.
Commands
Installation/Uninstallation
Additional Information
Known Issues
Can only select up to 100 items for filing at a time (Microsoft limitation)
Mobile support has been approved by Microsoft and will be available soon - if you are unable to access eFiler365 on your mobile device please request a manifest file for manual installation.
Contact
Author/Company Information
Support Information
Please review the User Guide here
For additional support please email support@efiler.co.uk
Version History
Version Number | Version Description |
---|---|
1.0.0 |
Initial release |