NEO User Guide - Overview

Welcome to NEO’s

on-line HELP

Back to the Knowledge Base

This section of NEO Help covers NEO Pro.

Table of Contents

Overview

What is Nelson Email Organizer

A new way to think about email

Finding messages is a breeze

Companion product for Microsoft Outlook

NEO Tutorials

How NEO Works with Microsoft Outlook

Alternative interface for your email

Using Outlook features from NEO

Same message store

Indexing and the Catalog

How NEO works with Exchange Server

NEO is a client-side product

You can organize your Mailbox and your PSTs

Using your offline message store (OST)

Reminder – Synchronize each time you re-connect to the LAN

Getting Started

What's New in the latest version

Quick Reference Guide

Steps to Get You Going

Getting Oriented – NEO Tutorials

Ways to start NEO

It's best to start Outlook first and keep it running

Start NEO automatically when you start Outlook

Start NEO manually

Starting NEO with a specific Catalog by using a command line option.

Start NEO from Outlook

Start NEO automatically when you start your computer

Get help from within NEO

Support and Feedback

Things to do each day

Productivity Tips

Being Productive

NEO Application Notes

An Introduction to NEO Pro

Ways to use NEO

Finding Messages Quickly

Search for a message

Search on Conversation

Find a Correspondent quickly

Jump to all messages for a Correspondent (or Bulk Mail folder)

Learn keyboard actions

Some basic tips

Options & Customizing

Your Addresses

About Your Addresses

Auto-detecting your addresses on catalog creation

Adding and removing addresses

Options

General Options

Workflow Options

Reading Pane Options

Formatting Options

New Mail Alert Options

Miscellaneous options

Other Ways to Customize

Resizing the Reading Pane

Resizing panes

Changing Folder List sort order

Changing Reading Pane fonts

Moving the View tabs

Undocking and docking views

Adding and changing columns

List pane Name column

Customizing toolbars and the menu

Customize menu and toolbar options

Master and user-defined categories

Email Improperly Configured on your computer

Using with Outlook

Switching Between NEO and Outlook

Interacting with Outlook items

Switch quickly to Outlook

Open a new item in Outlook

Open the Outlook contact record

Work with Outlook mail folders

Drag and drop to Outlook non-mail folders

Interacting with Contacts and Address Books

When creating new Correspondent folders

When jumping to a Contact or Address Book entry

How NEO Works with Exchange Server

NEO is a client-side product

You can organize your Mailbox and your PSTs

Using your offline message store (OST)

Reminder – Synchronize each time you re-connect to the LAN

Synchronizing with Outlook

How it works ... in a nutshell

Always run NEO!

Exchange Server users

Non-Exchange Server users

Options Set in Outlook and Used in NEO

How to disable the Outlook New Mail sound and Tray Icon

Things we can't easily fix

NEO Views

Overview - Views

What are views?

Using views

Outlook View

Correspondent View

Bulk Mail View

Search View

Hot View

Category View

Status View

Date View

Attachment View

Message Basics

Creating and responding to messages

Viewing a message (Enter or Ctrl+O)

Creating a new message to an existing correspondent (Ctrl+E)

Creating a new message (Ctrl+N)

Replying to a message (Ctrl+R)

Replying to all respondents in a message (Ctrl+Shift+R)

Forwarding a message (Ctrl+F)

Editing the message subject

Adding and editing message categories

Editing and resending a message

Editing a message

Resending a message

Moving Back and Forward

Quick Filing Messages

Quick File

Quick File Recent

About Active Mail

How Active Mail works

Using Active Mail to implement time-management compliant email workflow

Is Active Mail better than Quick Filing to folders?

Some prefer Quick File without Active Mail for Outlook-like behavior

How Active Mail is different

Using To Do

How to Set or Change To Do Status

To Do Status in List Pane

Search on Conversation

About 'Conversation'

Flagging Messages

Keeping Messages Deleting Messages

Deleted messages go to Deleted Items

Deleting saved search folders and messages

Permanently deleting messages

Permanently delete messages directly

Delete messages from the Deleted Items folder

Empty the Deleted Items folder

Undoing Actions

UnDo-ing and ReDo-ing

Eligible Actions

Copy Reply-To Email Address to Clipboard

Sending and Receiving

Viewing Message Properties

Message Symbols

Working in the Reading Pane

Reading Pane overview

Reading Pane Options

Clicking Links to Launch Your Browser

Editing in the Reading Pane

Resizing the Reading Pane

Changing Reading Pane Fonts

HTML messages

Plain text messages

Microsoft Outlook Rich Text

Choosing the HTML Reading Pane Viewer

What is the HTML Reading Pane?

Which viewer should you use?

More information about Email Security

Quick Filing & Snoozing

Using the Quick File Features

Quick File

Quick File Recent

Setting the Quick File designated folder

Changing how Backspace works with Quick File

Changing the Quick File Recent menu

Procedure for Controlling the List

Snoozing Items until Later

Snooze until Later... the process

Snooze until Later... the details

Active Mail & To Do

Using Active Mail

How Active Mail works

Using Active Mail to implement time-management compliant email workflow

Is Active Mail better than Quick Filing to folders?

Some prefer Quick File without Active Mail for Outlook-like behavior

How Active Mail is different

How Active Mail is like a staging area

A way to "action" mail

One way to think about Active Mail

Changing what new mail goes into Active Mail

Changing the option works from this point onward!!

Choosing not to use Active Mail

Want a simpler NEO?

How to set NEO up not to use Active Mail?

Switching back to using Active Mail

Using To Do

How to Set or Change To Do Status

To Do Status in List Pane

Filtering

Filtering Overview

Filter basics

Things you can do with filters

Filtering in NEO Pro

If using the Correspondent and Bulk Mail filters

How to tell when a filter is on

New Mail Alerts

Working with New Mail Alerts

Setting the New Mail Alert options

Working with the Tray Icon

Working with the Popup

Folder Lists

Overview to Folder Lists

Folder Basics

Common folder operations

Special folder operations

Finding Folders in the List

Sorting the Folder List

Expanding and Collapsing the Folder List

Top-level folders - New, Current, ...

Automatic organization

Manual organization

Folder Groups

Adding a folder group

Deleting a folder group

Folder Properties

General Folder Properties

Top-level folder properties

Group folder properties

Correspondent or Bulk Mail folder properties

Spam Senders folder properties

Unsorted Bulk Mail Properties

Outlook Folders

Overview – Outlook Folder List

Making Outlook folders hot

Working with user-defined folders

Viewing user-defined folders in NEO

Moving messages to Outlook folders

Copying messages to Outlook folders

Using the Outlook Rules Wizard

Adding, deleting, copying, moving and renaming folders

Working with non-mail folders

Drag and drop email to non-mail folders

Open non-mail folders in Outlook from NEO

Excluding folders from being organized in NEO

Correspondents & Bulk Mail

Overview

Correspondents Overview

Exporting Correspondent Details

Bulk Mail Overview

Email addressing types explained

How NEO classifies email

How and when NEO creates class folders

Keeping Your Addresses Up to Date

Creating Folders

Reorganizing Correspondence / Bulk Mail and using NEO Rules

Choosing Behavior and Address

Advanced Addressing Settings

Working with Correspondents & Bulk Mail

Keeping name folder information up to date

Combine two names / folders

Updating address information

Entering Email Addresses and Names

Adding, deleting, renaming name folders

Changing Correspondent folders to Bulk Mail and vice versa

Unsorted Bulk Mail

Creating Bulk Mail folders

Quick Reference Guide to NEO Pro

New to NEO Pro?

Already a NEO User?