Desktop Client IceWarp Desktop Client WWW.ICEWARP.COM 1 IceWarpWebClient Desktop Client User Guide Content IceWarp Desktop Client User Guide 4 1. Getting Started 5 First Steps 5 Create New Account 5 Main Screen 6 Customization 8 Folders and how to work with them 8 How to create a new folder? 8 How to move a folder 9 How to rename a folder 9 How to give access to other accounts? 9 2. Email 10 Main Screen 10 Send and Recieve 10 Managing Email 12 Create New Message 12 Email Header 14 Toolbar 14 Email Editor 15 Email Context Menu 16 Reading Email 20 Conversation Modes 20 Rules 23 Spell-checker and Translator 23 Distribution List 23 3. Calendar 24 Main Screen 24 Calendar Properties 25 Calendar Views 26 Toolbar 29 Calendar Preferences 31 Calendar Sharing 32 Edit Events 33 Resizing and moving events 33 Deleting events 33 Event reminders 34 Working with Events 34 Creating and editing events 34 Event settings 35 Using More Than One Calendar 39 4. Tasks 41 Main Screen 41 Task List Display 42 Creating and Editing Tasks 43 Displaying Taks in Agenda and in Calendar tasks 44 2 IceWarp Desktop Client Guide 5. Contacts 45 Main Screen 45 New Contact 45 Managing Contacts 47 Pairing Your Contacts 47 6. Chat 50 Setting up an IM Account 50 Working with Chat 53 Chat Profile 55 The Contextual menu 55 File Transfer in Chat 57 Adding Transports 59 Privacy List Management 60 7. Settings 61 General 61 Appearance 62 Mail 62 Signing and Enctyption 63 Calendar 63 Tasks 63 Contacts 64 Chat 64 Widgets 64 Advanced 64 8. Miscellaneous 65 Categories 65 Work with Categories 65 Customize Categories 66 Assigning Categories to items 66 Import 67 Export 67 Sidebar 68 Shorcuts 71 3 IceWarp Desktop Client Guide IceWarp Desktop Client User Guide Welcome to IceWarp Desktop Client - a task oriented E-Mail client that combines E-Mail management, Chat, Calendar, Tasks management and much more into one seamless and easy to use package. It is not by accident that the theory of the Six degrees of separation was first proved by the use of E-Mail. While being regarded as the cause of the general decline in proper grammar and penmanship, E-Mail has accelerated the world, brought people even clos- er and thereby has made itself a necessity in the modern world. However, if you are like many of us, living in the center of this whirling world in which even the efficacy of E-Mail cannot keep us afoot with our daily duties and our constant need to stay in touch with others, and if you have incorporated instant messaging and virtual personal assistants into your inner-most needs along with eating and sleeping, then IceWarp Desktop Client is here for you. Our product is a hub of all your communications needs. With this product, you can man- age your E-Mails, communicate on Chat Messengers and keep track of your daily tasks all with the help of a series of innovative, task-oriented and context-dependent tools such as E-Mail Communications history, Attachments history, which were designed to maximize your efficiency and help you stay up-to-date with your Internet communica- tions in this age when information is, indeed, power. While trying to combine all your communications channels into one simple package, the IceWarp Desktop Client team also works hard on the many minute and behind-the-scene details such as customizable eM notifications, compatibility with large font E-Mails, pairing IM contacts with local contacts etc. all aimed at delivering a non-intrusive yet intuitive and seamless working experience. Registered Trademarks iPhone, iPad, Mac, OS X are trademarks of Apple Inc., registered in the U.S. and oth- er countries. Microsoft, Windows, Outlook and Windows Phone are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Android is a trademark of Google Inc. IceWarp is a registered trademark in the USA and other countries. Published on 11/15/2017. 4 1. Getting Started First Steps After you run IceWarp Desktop Client for the first time, you will be asked if you want to import your data from other applications detected on your device (Mozilla Thunderbird, Windows live Mail, Microsoft Outlook etc.). Following screen will appear: Select an application from which you want the data to be imported and click on Next. In the case of importing the data from Microsoft Outlook, please notice that data migration from IMAP4 servers will be synchronized automatically, but in the event of importing data from local servers (or if you choose to import from IMAP4 server locally), you can choose from importing up to 5 types of data (icons in the upper right corner) - messag- es, calendars, tasks, contacts, categories. If you want to skip some of these five areas, just simply click on the icon and it will disappear. Note: The process of importing data from other applications is similar to the one described above. Create New Account Account wizard will help you to easily create a new account, giving you all the necessary information to successfully complete the process in few steps. Chapter 1 Getting Started 5 When setting up a new account, you can choose from several options: - Automatic setup: In most cases IceWarp Desktop Client enables you to set up your account automatically with just two simple steps - entering your e-mail address and the password. We strongly recommend using this method of setting up your account unless you possess thorough details about your account's settings. First step is typing in the e-mail address of your existing e-mail account as well as the account password. The rest of the automatic setup is realized in 3 steps: • server settings for pre-defined service providers • try to use Auto-discover protocol • try to detect server setting by special heuristics - Connecting to standard e-mail servers: IceWarp Desktop Client will attempt to automatically retrieve the server settings (this works for the most frequently used email servers i.e. Gmail, Yahoo etc.) - Auto-discover technology: If IceWarp Desktop Client is unsuccessful with the first attempt, it will try to use the so called auto-discover technology, which basically tries to assess the predefined credentials of email servers. This service is fully automatic and it can autonomously detect the settings if the correct email information are provided. - Predicting less usual email servers: In this case, the application tries to search for access to your account details on the Internet, it works on predicting how the address of your email provider is realized. (For example, this service will be utilized in the cases when a private company's email addresses will be prompted to set up) Note: If all three services fail you will be prompted to specify the settings manually. Click on Other button in the Mail tab to set up a different email account. In this case, the setup be a little more complex, performed in six steps - you will be asked to fill in all the e-mail settings. Main Screen Once opened into IceWarp Desktop Client, you will see the Main screen, which allows immediate access to email, contacts, calendar and other features: 1 3 2 4 5 1 Upper box - Menu 2 Navigation pane 3 Communication pane 4 Tree View 5 Reading pane Chapter 1 Getting Started 6 Upper Box Menu Bar: user interface element that contains selectable commands and options, quick navigation to specific actions. LEFT SECTION Constant for all folder types and is consistent for all folder types. Menu Clicking this button allows you to select actions from the extended pop-up menu. New Clicking this button shows a pop-up that lets you to create a new items such as email, calendar entry and others. Refresh Clicking this button tells IceWarp WebClient to retrieve all new messages from the server. CENTRAL SECTION This part changes depending on the folder type you have selected on the folder type you have selected or on your customization. RIGHT SECTION Constant for all folder types and is consistent for all folder types. Search Use this field to search within the selected folder. Click the left-hand icon arrow to refine your search. The Search Wizard opens. Its content differs according to the folder type. Chapter 1 Getting Started 7 Left side NAVIGATION PANE WITH OPERATIONS TAB Access to all tabs you may need to effectively fulfill daily tasks and collaborate with your colleagues (emails, calendars, tasks and contacts). You can see hierarchical views of all personal item folders (with Operations tab at the bottom). Central part READING PANE In the middle you see all of your current activity (this is your working area and as you can see, you can review all unfinished activities and tasks). TIP: Extend your working space by minimizing right-hand navigation pane with chat. Right side NAVIGATION PANE WITH COMMUNICATION BAR Access to another tabs enabling immediate communication with your colleagues. Customization You can right-click on the panel to bring up the Customize option. Where you can customize the amount of items that you want to be displayed on the top panel. Add new items from Available items list to Items to show list or remove them the other way, as you can see on the screenshot. Folders and how to work with them How to create a new folder A New Folder you can create with right click on any place in the left Navigation pane, where you want to create new folder. Then choose New Folder, type name of folder and click OK.