Fileboard V3 (Clients Pre-2019)

All of our help articles for the previous version of the platform

Ashley Finn avatar Daniel Etim avatar
65 articles in this collection
Written by Ashley Finn and Daniel Etim
Fileboard Engage

Installing the Outlook Plugin

Learn how to get started with the Fileboard Outlook Plugin
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Written by Daniel Etim
Updated over a week ago

Setup Google Apps Permissions for Fileboard

Learn to setup Google apps permissions for Fileboard
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Written by Daniel Etim
Updated over a week ago

How to use the Fileboard Gmail Plugin

Read this for a walkthrough of every feature in the Gmail Plugin
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Written by Daniel Etim
Updated over a week ago

Installing the Gmail Plugin

Learn how to get started with the Fileboard Gmail Plugin
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Written by Daniel Etim
Updated over a week ago

Schedule meetings from Outlook

Schedule meetings or invite prospects to a meeting from your Outlook inbox!
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Written by Daniel Etim
Updated over a week ago

Log Emails in Salesforce.com from Outlook

Log every sent email from Outlook in Salesforce using the Fileboard plugin
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Written by Daniel Etim
Updated over a week ago

Send Emails with the Fileboard Outlook Plugin

Learn how to track emails and include Fileboard sales content in your Outlook emails.
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Written by Daniel Etim
Updated over a week ago

Loading and Saving Templates in Outlook

How to access your Fileboard templates and create new ones with Microsoft Outlook
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Written by Daniel Etim
Updated over a week ago

Email Open Notifications from Outlook

Get notified when someone opens your email when using the Fileboard Outlook Plugin
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Written by Daniel Etim
Updated over a week ago

Selecting Files and Uploading Files in Outlook

Upload files and/or attach them directly to your Outlook Email with the Fileboard plugin
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Written by Daniel Etim
Updated over a week ago

Error uploading and converting Powerpoint file

If you recieve an error while uploading a ppt file, below are the steps to fix the issue
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Written by Daniel Etim
Updated over a week ago