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NEO Tutorials

Make NEO work for you!

A few minutes devoted to viewing these brief tutorials will increase your ability to fully utilize all of NEO’s great time-saving features.

NEO Quick Start

The fastest way to get you going with NEO Pro.

NEO Overview

NEO Primer - duration 8:52

  • Clearing the productivity bottleneck
  • See messages in the ways you think of them
  • Automatic folder creation
  • Active Mail
  • Hot View
  • Filter Bar
  • PowerSearch
  • Outlook integration
  • Unified Message Stores

NEO Workspace - duration 5:18

  • NEO View Tabs
  • Using Find bar within folder windows
  • Re-organizing tabs and windows
  • Reading pane

Using NEO’s TABS

Hot - duration 5:22

  • Prioritizing email
  • Top level folders - Current & Dormant
  • Automatic classification
  • Customize Current & Dormant
  • Navigation

Correspondent - duration 7:32

  • Correspondent folders
  • Group folders
  • Folder classification
  • New, Current & Dormant
  • List pane - all SENT and RECEIVED email
  • Jump to Correspondent
  • Finding Correspondents fast
  • Renaming Correspondent folders
  • Combining Correspondents
  • Folder list organizing

Bulk Mail - duration 8:00

  • Manage subscription mail
  • Unsorted Bulk Mail
  • Creating Bulk Mail folders
  • Viewing Bulk Mail in Active Mail option
  • Making Bulk Mail folders hot
  • New, Current & Dormant
  • Creating folder groups

Category - duration 8:44

  • How NEO Pro categories are different
  • Category folders
  • New, Current and Dormant - top level folders
  • Creating & removing category folders
  • Moving category folders
  • Creating category group folders
  • Adding categories to messages
  • Editing categories
  • Combining categories
  • Master & user-defined categories

Status – duration 1:33

  • Active Mail
  • To Do
  • Flagged
  • Kept
  • Unread

Date - duration 1:23

  • Automatic folder creation
  • Accessing old messages

Attachment – duration 1:28

Searchduration 7:29

  • Word Indexing
  • Keyword searching
  • Search within folders
  • Combine Filter Bar
  • Saved Searches

Other Key Features

Unified Message Stores - duration 3:54

  • How it works
  • Message store definitions
  • Adding & removing message stores

Active Mail - duration 4:38

  • NEO’s Inbox
  • Refreshing difference
  • Removing messages
  • Moving messages to Outlook folders
  • Working with "To Do" folder
  • Viewing older mail

Filter Toolbar - duration 9:25

  • Instant global filtering
  • Show only relevant messages
  • Filter by Class, status, recipient, sent/received & Age
  • Combine with search feature

Group Folders - duration 5:20

  • Better folder tree organization
  • Creating & editing
  • Moving group folders

Automatic Folder Organization - duration 3:32

  • New, Current & Dormant top-level folders
  • Auto-moving folders
  • Configuring top-level folders
  • Manually moving folders

To Do Manager - duration 1:45

  • To Do settings
  • Prioritizing

Search for Conversation - duration 1:36

  • Track email conversations
  • Save & refresh threads
  • Make email threads hot