IMS User Guide User Guide
  IMS User Guide  Download User Guide (PDF)
Following installation you will note that ClearContext has installed new views in the Inbox and has added toolbars to the Inbox and open items. These features allow you to quickly & effectively manage your email. For a summary of ClearContext capabilities, see our Personal and Pro overview pages.  For a quick introduction to the product, see the Personal & Pro getting started pages.


IMS Toolbars

The ClearContext Inbox
Immediately following setup, you will see that ClearContext is automatically prioritizing and color-coding email based on several key factors, including sender, message priority, thread participation, and email directness. Automated features include:

  • Inbox prioritization - ClearContext uses contact and email message information to prioritize emails; highlighting your most important email in red and blue and placing junk/spam messages in black and gray.  For more information on Inbox Views, see the Advanced View Management section of this guide.
  • Suggested filing - press the file button and ClearContext will suggest a folder based on email history.
  • View attachments  - FolderContext at the bottom of the message list shows all attachments in the folder.

In addition, you will find that ClearContext has installed toolbars in the Inbox and open item windows to provide greater control over email prioritization and processing. This user guide will help you take advantage of these features. For additional information on ways to use ClearContext, see our video tutorials.

 Process Daily Workflow
Learn how to save an hour or more per day with ClearContext Professional and the ClearContext Daily Workflow.

Usage Tips

Outlook Add-in Contact Priority

 

  

Modify Contact Priority: ClearContext prioritizes your inbox based on several key factors, including contact priority. To see the impact contact priorities have on email placement, open an email message from an important email address. Adjust the contact's priority via the ClearContext contact toolbar on individual Outlook contact records. Select OK when asked to rescore. Inbox prioritization will automatically be adjusted to reflect the contact's new priority.

 

Topic 

 

  

Assign Topics: Topics are the key to the ClearContext organization system.  Click the Topic button to assign a Topic to email conversations.  All future messages in this thread, along with any tasks or appointments generated from it, will be tagged with this Topic.  This will allow you to use the ClearContext Dashboard to view all of your messages, tasks and appointments related to a given Topic.
Outlook Add-in Information Management System
   Downloadable User Guide: A PDF version of the v4.5 user guide can be downloaded here.

 

 

 Topics and Filing »