Mail Templates > Getting Started

Mail Templates is accessed from Outlook Desktop client or Outlook Web App (OWA) from your browser by clicking the “New Email” button and then selecting Add Ins > OnePractice Mail for OWA or Message Tab > Apps For Office > OnePractice Mail for Outlook Desktop.

On first run you will be presented with the Connect to Document Center fly out window. Enter your SharePoint Document Center URL which will be in a format similar to https://<designator>.sharepoint.com/documentcenter and your Office 365 login details.

Now click the Connect button to connect to SharePoint. This will run a once off Mail Templates synchronization process to retrieve your SharePoint templates including your clients list. Once the software has run its initial synchronization each subsequent access should be faster as the software caches your list information on your own PC.

Please note: For this reason when you add new clients to your clients list or if you add new folders or subfolders to SharePoint you will need to resynch the software.