Setup & Configuration
User Guide to Getting Started
- Getting started as a user
- How to access your Capsule account
- Password Management
- How to update the password
- How to get a username and password reminder
- Two Factor Authentication
- How to manage your email addresses
- Click to Call
- How to set your region, time zone and currency preferences
- How to manage notification emails
Storing Emails
- Understanding the Mail Drop Box
- How to store emails using the Drop Box
- Controlling where an email is attached
- Starting a Track
- Creating a follow-up task
- Troubleshooting
- Tips for using different email clients
- Attachment file size limit
- Support for international languages
- Detailed explanation of email matching rules
- Changing the default email client
- How to store emails using the Outlook Add-in
- How to store emails using the Gmail Add-on