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Accessing the Sent Thru Folder

Thru Connector for Outlook User Guide » Using Thru Explorer » Accessing the Sent Thru Folder

All Thru emails that you have sent are kept in the Sent Items folder that is native to Outlook. This will store the message that you have typed into the regular mail window. If you want to see the details of the Thru email such as which files were attached and its…

Creating a Folder

Thru Web User Guide » Tools Menu » Creating a Folder

The Add Folder button allows you add additional folders to your existing folder tree. To add a folder inside a folder: 1. Click the folder in the folder tree to select it. Click Add Folder in the User Tools bar. The Add Folder window displays. In the Name…

Accessing Thru Folder

Thru Desktop Sync User Guide » Accessing Thru Folder

To access your synchronized files, navigate to the Thru folder that is located in the Favorites section of your desktop file system. Any actions made to content within these folders will automatically be synced for anyone that shares these folders on the Thru Server.…

Sent Thru Folder

Thru Connector for Outlook User Guide » Using Thru Explorer » Thru Explorer Options » Sent Thru Folder

1. Click the Sent Thru Folder tab to determine how often you want to refresh the Sent Thru folder. The default is five minutes. Note: The more frequent you set the refresh rate, the more your bandwidth will be used.

Navigating Files and Folders

Thru Mobile Apps » Using Thru for iPhone and iPad » Navigating Files and Folders

To navigate through your files and folders: Touch folders and subfolders to open them and view their contents. To go back to the previous folder, touch the up arrow in the top left corner. To browse the entire folder path for a specific location, touch…

Navigating Files and Folders

Thru Mobile Apps » Using Thru for Android » Navigating Files and Folders

To navigate files and folders within Thru for Android: Touch folders and subfolders to open them and view contents. The folder path will be listed above the folder tree as you navigate through the file system. To go back to a previous folder you can do any…

Navigating Files and Folders

Thru Connector for Outlook User Guide » Using Thru Explorer » Navigating Files and Folders

The tree view can be used to navigate Thru Explorer. The tree view is displayed by default on the left hand side of the Thru Explorer window and can be toggled on or off by clicking Folders in the action bar. Display the contents of the folder by clicking on…

Create New Folder

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Create New Folder

To create new folders and subfolders within Thru Side Panel: Right-click within a folder and select Create New Folder. The Create New Folder window opens. Fill in the name and description of the folder you want to create and click OK.

4.1.2 – Sent Thru Folder

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.1 – Thru Explorer Preferences » 4.1.2 – Sent Thru Folder

Click on the Sent Thru Folder tab to access the settings. Set the frequency of Sent Thru folder refresh. The default is 5 minutes and it can be changed to 5 min increments. Note: faster updates consume more bandwidth

File and Folder Details Tabs

Thru Web User Guide » File and Folder Details Tabs

File and Folder Details Tabs provide additional information and functionality for a selected folder or file. The location of these tabs varies due to the responsive user interface. On larger screens or when the folder tree is minimized, the details tabs are found in…

File and Folder Actions

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions

This section explains multiple actions you can perform within the Your Files tab of Thru Side Panel. Download Files/Folders Upload Files/Folders Send Files/Folders Move Files/Folders Create New Folder Rename Files/Folders View Properties and Transactions Refresh…

View and Modify Folder Notifications

Thru Web User Guide » Dashboard and Navigation Menu » Dashboard Options » View and Modify Folder Notifications

This section explains how to use the Notifications feature. Notifications allows users to receive email notifications for multiple types of transactions that take place within a selected folder. This feature is ideal to use when a folder is being shared among multiple…

4.2 – Navigating Files and Folders

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.2 – Navigating Files and Folders

The tree view can be used to navigate the Thru Explorer. The tree view is displayed by default on the left hand side of Thru Explorer window and can be toggled on or off by a click on the Folders icon in the action bar. To display the contents of the folder in the…

Editing File and Folder Properties

Thru Connector for Outlook User Guide » Using Thru Explorer » Editing File and Folder Properties

To view the properties of the File or Folder: 1. Right-click the file and then select Properties. The Properties window displays. 2. To edit general properties: a. Edit any of the following information: Name of the file. Description (this is optional and it…

4.7 – Viewing File and Folder Properties

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.7 – Viewing File and Folder Properties

To view file and folder properties, right-click on a file or folder and click on the Properties selection at the bottom of the dropdown menu. Here users can add descriptions to files and folders and see access permissions. File Properties: Folder…

3 – Viewing Audit Activity

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity

The Thru Audit-Activity Log provides you with an overview of all of the actions on Thru Emails that have taken place. It is also a good for viewing which customers have downloaded documents without having to go one by one through each contact’s Salesforce Activity…

3 – Thru Preferences

Thru Connector for IBM Notes User Guide » 3 – Thru Preferences

Preferences button in Thru – Emails tab allows users to modify the settings of Thru Connector, including connection and proxy settings. A dialog box is displayed to modify Connection, Distribution, and Proxy Settings.

Delete Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Delete Files/Folders

To delete files/folders from Thru Side Panel: Right-click a file/folder and click Delete. Warning: All files/folders deleted from within folders in Thru Side Panel will be permanently deleted from the Thru server. You will be asked if you want to permanently delete…

Changing the Expiration Date

Thru Connector for Outlook User Guide » Using Thru Explorer » Accessing the Sent Thru Folder » Changing the Expiration Date

You can change the expiration date of a Thru email from the Sent Thru folder. Select the Thru email you wish to edit, and then click Modify. The Edit Thru message window opens. Click on the arrow to the right of the date and select the new date on which you…

1.3 – Upgrading the Software

Thru Add-In for IBM Notes User Guide » 1 – Introduction » 1.3 – Upgrading the Software

Users are able to upgrade their installation of the Thru Add-In when a newer version is released or to repair the existing installation if problems occur with the current application. This can be accomplished either by manually running the Thru Add-In Setup file…

1.2 – Installing the Software

Thru Add-In for IBM Notes User Guide » 1 – Introduction » 1.2 – Installing the Software

This section describes the steps required to install the Thru Add-In for IBM Notes desktop application. Follow these procedures for initial setup. Begin by launching the Thru Connector Setup file. The following Welcome Screen is displayed below. The Installer…

1.4 – Uninstalling the Software

Thru Add-In for IBM Notes User Guide » 1 – Introduction » 1.4 – Uninstalling the Software

Removal of the Thru Add-In for IBM Notes can be accomplished via Windows Control Panel or by downloading the Thru Add-In for IBM Notes again. If you attempt to execute the installer on an already existing installation, the setup will automatically detect the prior…

3.1 – Accessing the Audit Activity Log

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log

Select from the following Salesforce menus to access the Audit Activity Log: 1. Accounts 2. Contacts 3. Cases 4. Leads 5. Opportunities 6. Select an Account, Contact, Case, Lead, or Opportunity 7. Click Thru Audit.

3.2 – Operations in the Audit-Activity Log

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.2 – Operations in the Audit-Activity Log

The Operation heading tells what kind of operation was performed and the associated time. All of these operations can be found both in the Activity History and in the Audit-Activity Log. Four common Operations are defined below: Secure Message: a Thru Email has…

3.3 – Searching the Audit Activity Log

Thru Add-In for Salesforce User Guide » 3 – Viewing Audit Activity » 3.3 – Searching the Audit Activity Log

To search using the Audit-Activity Log for any of the six ways, you simply enter your search terms in the correct field and click Go. The following explains each in depth. Thru Tracking Number A Thru Tracking Number is associated with every Thru Email that you send.…

Tools Menu

Thru Web User Guide » Tools Menu

The Tools Menu lets you manage files and folders when navigating through the folder system. When navigating anywhere in the folder tree, the toolbar shown below is always located above the files and folders panel. This section will explain how to use each of these…

Using Thru for Android

Thru Mobile Apps » Using Thru for Android

Welcome to the Thru for Android user guide. This guide will show you how to use various features within Thru’s Android mobile app such as sending files, navigating the folder tree, and more. To download the latest version of Thru’s Android mobile app, go to the…

Getting Started

Thru Mobile Apps » Using Thru for iPhone and iPad » Getting Started

This section will show you how to get started with the Thru iOS mobile app: Logging In After opening the application, touch Sign In to go to the Sign In page. Type in the name of your Thru server URL (companyname.thruinc.net), and your registered…

Using Thru for iPhone and iPad

Thru Mobile Apps » Using Thru for iPhone and iPad

Welcome to the Thru for iPhone and iPad user guide. This guide describes how to use Thru’s iOS application for the iPhone and iPad. To download the latest Thru iOS app, go to the Apple App Store. Getting Started with Thru’s iOS app Navigating the Folder…

Access and Navigate Files and Folders

Thru Web User Guide » Dashboard and Navigation Menu » Dashboard Options » Access and Navigate Files and Folders

To access and navigate your files and folders in Thru, use the folder tree to the left of the screen to browse your folder hierarchy and use the dashboard on the right to view the contents of folders. Navigating the Folder Tree The folder tree in Thru Web is…

Uploading/Downloading Files and Folders

Thru Connector for Outlook User Guide » Using Thru Explorer » Uploading/Downloading Files and Folders

Uploading Files/Folders To upload files/folders to Thru Explorer: 1. Navigate to the folder to which you wish to upload by either using the tree view on the left, or by using the file view to the right. 2. Drag and drop the file into the file view of Thru…

Getting Started

Thru Mobile Apps » Using Thru for Android » Getting Started

This section will show you how to get started with the Thru for Android mobile app. Logging In To log in to Thru for Android: Open the application and touch Sign In to go to the Sign In page. Type in the name of your Thru server URL…

Move Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Move Files/Folders

To move files/folders to a different folder within Thru Side Panel: Right-click a file/folder and click Move to Folder. The Move Folders and Files window opens. Navigate the folder tree and select the new location you want to move files/folders to. After…

Using “Your Files” Tab

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab

The second tab within Thru Side Panel, Your Files, is where you can access and manage all files you have stored in Thru. Navigate within your file system by double-clicking on folders and by using the folder path located above the folder tree. Right-click on any…

Viewing Favorited Files and Folders

Thru Web User Guide » Dashboard and Navigation Menu » Dashboard Options » Viewing Favorited Files and Folders

The Favorites folder stores your files and folders that you have added to your favorites for easy retrieval. Files and folders are added to this section from the folder tree or from the Clipboard section. Files and folders in this section may be downloaded, added to…

4.3 – Uploading Files/Folders

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.3 – Uploading Files/Folders

There are two ways to upload files/folders to Thru Explorer: 1. Drag and Drop OR 2. Menu Selection. Prior to upload, a user should navigate to the target folder using the tree view in the left panel or using the file view in the right panel.

Dashboard and Navigation Menu

Thru Web User Guide » Dashboard and Navigation Menu

This section will explain all of the features of the Thru Dashboard and Navigation Menu. Once the user is logged in to the Thru Web, the follow dashboard will appear as shown below. The main home page displays all information about the user’s web portal such as file…

Using Thru Explorer

Thru Add-In for Outlook User Guide » Using Thru Explorer

This section of the Thru Add-In for Outlook User Guide will show you how to use the Thru Explorer desktop application. Thru Explorer lets you access, send, and manage your files and folders stored in Thru without using a web browser. To locate and open Thru Explorer,…

View and Modify Access to Content

Thru Web User Guide » File and Folder Details Tabs » View and Modify Access to Content

The Access tab displays who has access to the folder and what functions they can perform. The Access tab does not appear when viewing files, only folders. Only users with Manage rights can click Modify to edit the access settings. Access rights also apply to…

Downloading Files

Thru Web User Guide » Tools Menu » Downloading Files

The Download button allows you to download files and folders that are already uploaded to your Thru server. Use the Folder Tree on the left to navigate to the files or folders you want to download. You cannot access disabled folders; they are grayed-out to indicate…

Move Files/Folders

Thru Web User Guide » Tools Menu » Move Files/Folders

To move files or folders within Thru Web, use the Clipboard tool. To move a file or folder: 1. Navigate to the folder where the file or folder that you want to move is located. 2. Select the checkbox next to the files and/or folders. 3. Click on Clipboard and…

Adding Tags to Files and Folders

Thru Web User Guide » File and Folder Details Tabs » Adding Tags to Files and Folders

Tags allow you to associate keywords to a folder or file. These words are then used in Search and Advanced Search functions. To add a word(s) to a folder or file: 1. Select the folder or file from the list and then select the Tags tab. 2. Click Modify. 3. Type…

Download Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Download Files/Folders

To download files/folders from your Thru folders, there are three options: 1. Open: Double-clicking individual files from Thru Side Panel will automatically download and open files in the appropriate application on your desktop. Another way to download and open files…

3.1.2 – Basic Detail

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log » 3.1.2 – Basic Detail

Basic Detail displays the attachments as the user creates them. For example, if a folder is attached, the folder will be all that is displayed.

Moving Files/Folders

Thru Connector for Outlook User Guide » Using Thru Explorer » Moving Files/Folders

You can move files to a different folder within Thru Explorer. Thru Explorer does not support copy and paste functions. 1. Select the file or folder you want to move, and then click Move to Folder. Optionally, you can go to Edit > Move to Folder. 2 The Move…

4.6 – Moving Files/Folders

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.6 – Moving Files/Folders

Files and folders can be moved to destination folders on Thru site within the Thru Explorer. Thru Explorer does not implement Copy and Paste functions: Move to Folder operation should be used. Move to Folder menu is available in three ways: in Thru Explorer toolbar,…

4.3.1 – Drag and Drop

Thru Connector for IBM Notes User Guide » 4 – Thru Explorer » 4.3 – Uploading Files/Folders » 4.3.1 – Drag and Drop

To upload the files or folders to Thru Explorer, drag and drop the file or folder into the right panel or on top of folder name in the left panel. Transfer Manager will start and upload the file.

3.1.3 – Full Detail

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log » 3.1.3 – Full Detail

Full Detail expands all items, instead of simply listing the items as the user created them. In the example above, the detail only shows the folder that is attached. In below image of this layout, you will see the names of all the files that are in the folder, as well…

Create and Manage Contacts

Thru Web User Guide » Dashboard and Navigation Menu » Dashboard Options » Create and Manage Contacts

You can store contacts in Thru to make it easier and faster to send new Thru emails. Outlook contacts are available when using Thru Desktop. Add new contact To add new contacts to the contacts list, follow these instructions: 1. Click on Add Contact. The Add…