eFiler365

eFiler365

, English

Irradiant Limited
eFiler365 connects Outlook 365 to SharePoint, Google Drive, Autodesk Construction Cloud® or Local & Network folders.

General 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.

Screenshots

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

Company Name: Irradiant Limited
Support Contact: support@efiler.co.uk

Author/Company Information

Irradiant Limited

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
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