Fileboard V3 (Clients Pre-2019)

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

Ashley Finn avatar M
65 articles in this collection
Written by Ashley Finn and Mohsin Syed
Fileboard Engage

Installing the Outlook Plugin

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