WEBVTT

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In Settings, click Microsoft.

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Check the account and permission status
before using email or file features.

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This demonstration has no connected account.

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Sync now, Scan OneDrive, and Set up folders
are disabled until the required connection

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and permissions are available.

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Review Attachment filing and the base
folder.

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Auto-save controls qualifying attachments
after the integration is connected.

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This setup uses the Docket folder in
OneDrive.

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Check the confidence threshold and intended
destination with your administrator before

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relying on automatic filing.

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Click Gmail to review its connection status.

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Here it says Not configured, so the operator
must complete setup before Connect Gmail

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becomes available.

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The page describes read-only inbox access
and states that this connection does not

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send mail.

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No Gmail account is connected in this
demonstration.

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Click Email triage to find the message
review queue.

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This demonstration shows no synced messages,
because there is no connected mailbox.

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On a configured account, check that the
connection and last sync are healthy before

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expecting new messages to appear here.

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Click File organizer to find OneDrive
locations and filing review.

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The page brings together scanned locations,
proposed decisions that need attention, and

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filing history.

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These sections are empty in this
demonstration, and the scan and folder setup

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controls are disabled.

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Use the low-confidence queue for items that
need review and Filing history to check

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recorded decisions.

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An empty queue alone does not confirm that
processing has run.

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Start with the provider connection and
last-sync status, then return to these views

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after setup and a successful sync.
