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V 12 IceWarp WebClient User Guide

Here are the steps to change your password: 1. Click on your username in the top right corner 2. Select "Change Password" from the dropdown menu 3. Enter your current password 4. Enter a new password that meets the guidelines 5. Re-enter the new password 6. Click "Change Password" Your password will now be updated. Forgot Your Password If you forgot your password, you can reset it directly from the login page. Here are the steps: 1. Click on "Forgot your password?" link 2. Enter your username 3. Click "Send" 4. You will receive an email with instructions to reset

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Ard Ali
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© © All Rights Reserved
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0% found this document useful (0 votes)
99 views

V 12 IceWarp WebClient User Guide

Here are the steps to change your password: 1. Click on your username in the top right corner 2. Select "Change Password" from the dropdown menu 3. Enter your current password 4. Enter a new password that meets the guidelines 5. Re-enter the new password 6. Click "Change Password" Your password will now be updated. Forgot Your Password If you forgot your password, you can reset it directly from the login page. Here are the steps: 1. Click on "Forgot your password?" link 2. Enter your username 3. Click "Send" 4. You will receive an email with instructions to reset

Uploaded by

Ard Ali
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 89

WebClient

IceWarp WebClient User Guide

WWW.ICEWARP.COM
1
WebClient User Guide

Content
IceWarp WebClient User Guide 5

1/ Getting Started 6
Logging into IceWarp WebClient 6
2-factor authentication 6
New Account Sign Up 7
Change Password 8
Forgot Your Password 8
Contact Administrator 9
Main Screen 9
How to hide / unhide tree view? 11
Folders and how to work with them 12
How to create a new folder 12
What type of a folder can you have? 12
How to move a folder 12
How to rename a folder 13
How to manage content 13
How to share a folder with other accounts? 13
2/ Email 14
Menu Bar 14
Navigation Pane with Tree view 15
Tree View Tools 16
Context Menu 16
How to open Email Address in Mail View Context Menu 16
How to create email message? 17
Editor Mode 18
How to address a new message? 17
How to send new message? 20
How to share emails with TeamChat? 22
How to send message with attachment? 23
How to attach multiple file? 24
How to save email message? 25
How to view received email message? 25
How to replay to received email message? 26
3/ TeamChat 28
Navigation Pane with Tree View 28
How to create a new room? 29
How to subscribe / unsubscribe chat room 29
How to work in and manage Chat Room? 30
Reactions 31
Mentions 32
How to invite guests, share links and other? 33
How to manage Files & Documents? 34
How to manage Events? 35
How to manage Members? 35
TeamChat Notifications 36
Guest Account Invitation Process 37
Guest Account TeamChat Interface 39

2
WebClient User Guide

4/ Calendar 40
Menu Bar 40
Navigation Pane with Tree view 41
How to display multiple calendars? 41
How to create calendar entry? 43
How to view calendar entry? 45
Detailed preview in month view 45
How to accept incoming appointment? 46
5/ Contacts 47
Menu Bar 47
Navigation Pane with Tree View 48
How to create new contact? 48
How to view contact? 50
vCard upload 50
6/ Documents 51
Menu Bar 51
Navigation Pane with Tree View 52
How to create new document? 52
How to upload document? 53
How to share document with other accounts? 53
How to view document? 54
How to edit documents online? 55
7/ Tasks 56
Navigation Pane with Tree View 56
How to create new task? 57
How to view task? 58
8/ Notes 59
Navigation Pane with Tree View 59
How to create note? 60
How to view note? 61
9/ Trash 62
Navigation Pane with Tree View 62
How to view trashed item? 63
How to recover deleted groupware items? 63
10/ WebChat 64
General 64
Context Menu 64
How to expand or collapse WebChat roster? 65
How to add new contact? 65
How to start chat? 66
How to multi select WebChat contacts? 66
Incoming message 67
Status change 68
Conversation History 68
WebPhone 69
WebMeeting 69
Start Meeting 70
Join Meeting 71

3
WebClient User Guide

Schedule Meeting 72
Meeting - Desktop Sharing 72
11/ Settings 73
Quick tips 73
How to change password 73
How to change skins 73
How to setup autoresponder 73
How to setup signature 73
My details options 74
WebChat statuses 74
WebClient options 74
Accounts 75
2-step verification 75
Mail 76
Autoresponder 76
Forwarder 76
Signature 77
Aliases 77
Calendar 78
Reminder 78
Holidays 78
Weather 79
Instant Messaging 79
TeamChat 79
WebPhone 80
General 80
Licenses 81
Import/Export 81
Mobile Devices 82
Device options dialog 82
Folders 82
Synchronization 82
Device 82
Help 83
Switch to tablet interface 83
Old interface 83
Logout 83
12/ Miscellaneous 84
Smart Search 84
Tags Management 85
Printing Options 86
Tablet Interface Shortcuts 87
RSS Folders 87
Inserting Pictures into Email Body 88

4
WebClient User Guide

IceWarp WebClient User Guide

This manual describes the GUI and features of IceWarp WebClient.

WebClient centralizes all your data and communication be it email, chat or calls and
makes it accessible from any browser or device. Manage emails, chat within teams,
contacts, appointments, tasks and notes, while in a chat or in a web meeting – no need
to switch between tabs or windows. One unified interface, optimized for mobiles and
tablets.

Registered Trademarks
iPhone, iPad, Mac, OS X are trademarks of Apple Inc., registered in the U.S. and
other countries. Microsoft, Windows, Outlook and Windows Phone are either registered
trademarks or trademarks of Microsoft Corporation in the United States and/or other
countries. Android is a trademark of Google Inc. IceWarp is a registered trademark in
the USA and other countries.

Published on 16/7/2018.

5
1. Getting Started

Logging into IceWarp WebClient


To access IceWarp WebClient, you will need to access the URL specified by your administrator using a web browser
- Internet Explorer, Mozilla Firefox, Google Chrome, Apple iOS, Opera.

You will be presented with a login screen similar to this:

2
1
3
4
5
2

4 5

1 Choose language 1 Fill out your password


2 Fill out your username 2 Remember login details
3 Click for the next step 3 Choose different account
4 Follow us on social media 4 Click to get in
5 Contact administrator 5 Search

2-factor authentication
Two-step verification method has been introduced to increase users’
security while logging into their email accounts. Users can choose
whether they will use a mobile phone equipped with an application
called IceWarp Authenticator that will generate a one-time password
(OTP) or whether they will receive an SMS with the code that will
grant access. Authenticator is a free application available for iOS and
Android.

If Two-step verification is activated for your account, then you will see
the following authorization window on your WebClient login page.In this
step, you have to enter 6 digit code that was sent to your mobile phone
or is accessible in the IceWarp Authenticator app. It depends on what
type of Two-step verification did you choose from.

Chapter 1 Getting Started 6


About your 2-step verification status you are informed within Setting menu:

In case that Two-step verification has not been activated yet, you can always enable this feature by clicking the Enable
button.

New Account Sign Up


New Account Sign up (Self-sign up) allows in two steps IceWarp WebClient users to create their own user account
without administrator action. If administrator enable self-sign up for selected domain, anyone is allowed to sign up to
this specific domain. CAPTCHA is enabled by default when administrator turn on self-sign up.

Note: Only administrators can create new user accounts, if self-sign up is not enabled.
Note: Administrator can enable different personal information tabs for different accounts.

Chapter 1 Getting Started 7


Change Password
In case, you will be forced from any reason to change your password, you can
do that directly on the login page.

Here are some password guidelines:


• Field cannot be empty
• Minimal length characters: 8
• Field has to contain at least 1 number
• Field has to contain at least 1 letter
• Field has to contain at least 1 uppercase letter

Forgot Your Password?


It may happen that you will forget password to your WebClient account. To change your password, follow these steps:

1. Click the grey Forgot? link within the Password table


2. Enter the security code
3. Select Send me instructions button
4. Check your alternative inbox for a password reset email
5. Click on the URL provided in the email and enter a new password
6. By filling all requested tables and clicking Save new password,
setup process of changing password will be done

Note: Administrator must enable Password Reset in Administration option to see Forgot? option within Password table.
Note: Alternative email address must be set up! (if not, ask your administrator)

Chapter 1 Getting Started 8


Contact Administrator
If you need help with anything from IceWarp administrator, you can always contact him via contact administrator link.

1. Insert an email address which will be used to reply you

2. Describe your problem – try to be as specific as possible

3. Enter the security code – if you cannot read display security code,
you can always generate new one

4. Press Send message blue button

Note: Administrator must enable Administrator link to be visible on


Login page.
Note: WebClient resolution layout is used according to a device
where you are accessing WebClient (different resolutions for desktop,
mobile phone, tablet etc.)

Main Screen
Once logged into IceWarp WebClient, you will see the Main screen, that represents direct view on email, contacts,
calendar and other features:

Upper box Communication


Menu pane

Navigation
pane

Reading
Tree View pane
Items View with
minimized items

Chapter 1 Getting Started 9


Upper Box
Menu Bar: user interface element that contains selectable commands and options, quick navigation to specific ac-
tions.

LEFT SECTION
Constant for all folder types and is consistent for all folder types.

Get New Clicking this button tells IceWarp WebClient to retrieve all new messages from the server.

Compose Clicking this button allows you to write new email messages.

Clicking this button shows a pop-up that lets you to create a new item. The list of items is
New
divided into three logical areas – Email & Planning, Documents and Chat, Voice & Video.

CENTRAL SECTION
This part changes depending on the folder type you have selected. Changes are described in more details
under each chapter.

RIGHT SECTION
Constant for all folder types and is consistent for all folder types.

Font controller Move the controller left from Default view to Small view or Compact view, the size of
the text and formatting will change and you will see that the amount of space above and
below your items in the list has been reduced, allowing you to see more lines at once.

Search Use this field to search within the selected folder. Click the left-hand icon arrow to refine
your search. The Search Wizard opens. Its content differs according to the folder type.

WebCall Click the icon to make a WebPhone call. It is possible to have an audio call as well as a
one-to-one video call.

WebMeeting Click the icon to make a WebMeeting. Within this dialog, you can set audio conference
with screen sharing.

My details Your avatar – hover over the avatar to reveal the settings menu. Here you can open the
My Details dialog, manage your Options, Mobile Devices, reveal Help, switch into other
WebClient Interfaces and Logout. (More detailed description in chapter 11)
Colored dot next to the picture shows your availability status.

Chapter 1 Getting Started 10


Left side

NAVIGATION PANE
Access to all tabs you may need to effectively fulfill daily tasks and collaborate with your colleagues (emails,
calendars, TeamChat, documents, tasks and notes).

TREE VIEW
Hierarchical views of all personal item folders (with Tree view tools at the bottom).

Central part

READING PANE
In the middle you see all of your current activity (this is your working area and as you can see, you can review all
unfinished activities and tasks).

MINIMIZED ICONS
Minimized items are located in the central bottom section. To continue your work, click the icon to show the
dialog again.

TIP: Extend your working space by minimizing chat and hiding folders/tree view.
Use pin or unpin icon in the right top corner of the tree view.

Right side

COMMUNICATION BAR
Access to functionality enabling immediate communication with your colleagues or external contacts (WebChat,
WebPhone, WebMeeting).

How to hide / unhide tree view?

To get more space for Reading Pane, you can collapse or auto-collapse Tree View. Just right-click the account
name (within the Tree View) and select the Panel Appearance item. Here, choose the desired option.

Expanded – Tree View panel is always visible.


Right click
Collapsed – Tree View panel is not visible. To
show it, hover over any Navigation Pane item.

Auto Collapse – Tree View panel is visible, but it


hides when the browser window width is reduced.

Chapter 1 Getting Started 11


Folders and how to work with them

How to create a new folder

In total you have 3 options how to create a New Folder:

1. Right click on any place in Tree View, where you want to create new
folder. Then choose Create New Folder, type name of folder and click OK.

2. Click on Context menu icon at any place, where you want to create
new folder, choose Create New Folder, type name of folder and click OK.

3. You can directly create new folder clicking on Plus icon in Tree View
Tools section, type name, choose location and click OK.

The folder where you want to create an entry is highlighted in the Parent
Folder pane so you know where you will be creating your new folder.

Note: WebClient supports the utf8mb4 character set (4-Byte UTF-8 Unicode
Encoding) in folder names.

Note: When creating, uploading or renaming any document in WebClient


you are not allowed to use these characters: < > : / \ | ? * ".

What type of a folder can you have?

1. Private Folder - folders which only you can access. Any private or
confidential material should be stored in these folders. You can, however,
grant specific users rights (read, write, all and full) by clicking the Sharing
and Permissions from the Context Menu.

2. Public Folder - folders that do not belong to a particular user. Rather, they
contain files that everyone with the appropriate permission can access.
The permissions are Read, Write, All and Full. Group Folders are created by
Administrators or users with appropriate permissions.

How to move a folder

If you want to restructure your folder tree by moving a folder, or sub-folder,


right-click the folder you want to relocate and select the Move Folder
context menu item, a dialog will appear:

The folder is highlighted. Locate the folder you wish to move this folder
to, click it so it is now highlighted, and click OK. Your folder will be moved
and the structure will update in the Tree View to reflect the change.

Note: It is also possible to move folders using the drag-and-drop feature.


Note: Moving folders between groups is prohibited.

Chapter 1 Getting Started 12


How to rename a folder

You may want to rename a folder. Again, the context menu comes into play.

1. Right-click the folder you want to rename (in this case aaMarketing) and select the
Rename Folder menu item.

The folder name will be displayed in a standard text box allowing you to edit it.

2. Edit the name as needed (In this example, we are renaming the folder to Marketing).

3. Press Enter when the name is correct. Note that the folder has moved to reflect the
alphabetical display within the Tree view. Your folder is renamed and the Tree view
updates to reflect this new structure.

How to manage content

If you want to manage content of any folder, you have different options by opening context menu and clicking Manage
Content.

1. Mark as Read – In this case, once you have looked at the list of new (unread) messages and viewed all the ones of
interest, you can mark all the others as read. When the next messages come in you can easily identify them as they
are highlighted. This is only available for folders containing mail or RSS item types.

2. Copy to Folder - Select this option to copy all folder items to another folder. (Items are also left in the original
folder.) The Copy To Folder dialog is shown to let you select the folder where to move items to. Only available for
folders containing mail or RSS item types.

3. Move to Folder - Select this option to move all folder items to another folder. (Items are deleted from the original
folder.) The Move To Folder dialog is shown to let you select the folder where to move items to. Only available for folders
containing mail or RSS item types.

4. Empty Folder - All folder items – email messages – are deleted. This feature is only available for mail-type folders.
Right-click the folder name, select the Empty Folder item and confirm the action by clicking OK.

How to share a folder with other accounts?

To share a folder in the IceWarp WebClient, do the following:

1. Select the folder you want to share, right-click it and select


the Sharing and Permissions item.

2. In the Sharing and Permissions dialog, click the Address


book button to select users you want to share the folder to.

3. In the Select Contacts dialog, add desired accounts to the


Selected field.

4. In the Sharing and Permissions dialog, select Permissions for individual users for both Items and Folder
(Administration respectively – full rights) – click a user and tick the appropriate boxes. Click OK.

User rights:

Read – right only to read items in the folder.

Write – right to create, write and edit own items in the folder.

Full – right to Read, Write and Delete folder and Read, Write, Modify and Delete items in the folder.

All – right to Read, Write Delete and Own folder and Read, Write, Modify and Delete items in the folder.

Chapter 1 Getting Started 13


2. Email
The Mail Application enables you to send, receive and organize e-mail.
The main email screen view:

Menu bar
A menu bar contains elements for managing general and specific actions. It is obvious how to use the Reply, Reply To
All and Forward buttons.

More Use the More... icon to perform various additional actions with emails.

Delete Use the Delete icon (basket) to delete selected emails.

Print Use the Print icon to print the selected email message – the standard Print dialog opens.

Preview Use the Preview icon to select a location of the reading pane. There are 3 options: Bottom
Pane, Right Pane or None. Except this Preview is also possible to setup Folder Panel and
WebChat Panel with 3 options: Expanded, Collapsed, Auto-Collapse. Use pin or unpin icon in
the right top corners.

Font controller Move the controller left , the size of the text and formatting will change and the amount of
space above and below your items in the list has been reduced, allowing you to see more
lines at once.

Search Use the Search field to search within the selected folder. Click the left-hand icon arrow to
refine your search. The Search Wizard opens. Its content differs according to the folder
type. For detailed information, refer to the Smart Search chapter.

Chapter 2 Email 14
Bottom panel Right panel Expanded

Navigation Pane with Tree view


Email icon displaying the number of unread messages:
Tree View shows hierarchical views of all your personal item folders and any public or shared folders you have subscribed.

ARCHIVE
Folder with all incoming emails
The archiving capabilities allow the administrator to bring
archiving features directly to end users via IMAP. SMS Folder with draft copies of mail items
messages are also archived automatically. All archived
emails are always stored as .imap files which makes it Folder with sent emails
possible to link the whole archive with a public folder.
Folder with junk emails

Folder with deleted emails

PUBLIC FOLDERS
Folder with archived emails

The Public Folder is IceWarp folder that you can use to Public folders
share files with other people who have access to your
Public Folder (people using the same domain or people Folder with outboxed emails
added by administrator to the public group). Everyone
Search folder
with a user account and password on your computer can
access the Public folder. To add any account use context
Folder with Filters –
menu and click “Add shared account”. To users it will
Blacklist / Whitelist emails
appear as the name of the item's parent folder.

SEARCH FOLDERS
All items that match the search criteria will be placed into this folder.

FILTERS - WHITELIST/BLACKLIST
In case that you have incoming emails delivered to the Spam folder, you have 2 options for working with them.
Just drag and drop it into the Inbox folder or whitelist / blacklist sender by right clicking on a message and
choosing Manage Sender. By this option you can whitelist / blacklist a sender or the whole domain.

ANY SPAM MESSAGE IN YOUR INBOX?


You have the same options as described above by whitelist / blacklist. Just drag and drop it into the Spam folder
or whitelist / blacklist sender by clicking right mouse button on a message and choosing Manage Sender. By this
option you can whitelist / blacklist sender or whole domain.

Note: Datagrid vs navigation pane position is memorized for each folder type and for special mail folders like
trash, spam, sent etc.

Chapter 2 Email 15
Tree View Tools
At the bottom of the Tree View, you can find Tree View Tools:

Quick folder search – this feature lets you filter folder names. Just click the icon and start typing. Folders are
filtered immediately. To reveal all folders, just click the cross on the right side of the field (not shown when the
field is empty).

Click the icon to reveal folders of all folder types within one folder tree.

Select the parent folder and click this icon to add a subfolder. The Create New Folder dialog is shown.

Context Menu
The Tree view has a context-sensitive menu that can be accessed by right-clicking on a folder within the tree view.

The context menu gives you additional option for work with emails.

How to open Email Address in Mail View Context Menu


When you receive an mail from your contact, you can view options directly
by right-clicking on the contact.

New menu will appear and gives you additional option for working with
the contact.

Details ( e.g. phone, address, etc.) of the contact are shown on the card.

• Call/Mail/Chat – select an option how to quick response to


the sender.
• Copy Email Address – email address is saved to clipboard.
• Show Contact Card – contact card is displayed.
• Create New Contact – the Add Contact dialog opens.
• Add to Existing Contact – the Select Item dialog opens.
The email address is added to the selected contact.
• Invite to New Event – the Appointment dialog opens.
• Invite all to New Event – the Appointment dialog opens.
• Invite to TeamChat – the Invite to TeamChat dialog opens.

Chapter 2 Email 16
How to create email message?

You have 4 options for creating a new message:

1. Right-click on Email icon in Navigation pane.


2. Click the Compose button in the Menu Bar.
3. Click New in Menu Bar and then Message.
4. Right-click on email in Items view and select New.

2 3

You may have to create new message from prepared Template. It is easy, just right-click on any email in Items view
and click New from Template. Select Template from the list and continue with editing or just send.

You have many options how to work with new message:

Format Text Spell check

Insert any item from WebClient folder

Insert smile icon

Insert any item into the


email´s body

Insert Signature

Insert Attachment

Chapter 2 Email 17
Another option for email´s setup is possible by clicking Options button in bottom left corner.

Options button

Editor Mode
Use Editor Mode to format the message body text. You have following choices:

• HTML – use this option when you need to have clickable links or track
open rate of the email.

• Text – email is sent as plain text so you know that other recipients see
what you see. Graphics cannot be used.

• Source – use this option when you need to see message source code.

Note: These tools are enabled only if the HTML format is selected.

In case you have any other account added in WebClient (be it local or external account) and press compose / new
button, the new compose window is opened with From: set to alias that belongs to this account. The folder must be
selected in other account and alias has to be defined for this account.

To: From:

Chapter 2 Email 18
How to address a new message
1. Manually type an address in the To/Cc/Bcc field. If
available, you can also send email to TeamChat by typing
TeamChat room name in the Bcc to TeamChat: field. 
 
2. Use the Type Ahead feature: begin typing a person’s
name in the To/Cc/Bcc/Bcc to TeamChat field. Pressing
enter at any point while typing will either: Insert the address
of the person into the To/Cc/Bcc/Bcc to TeamChat field if
the name is unique, or if there are multiple matches, a list of
names will appear.

3. Another way to locate an address is to click the "+" icon


on the right side; a window will appear from which you can
browse through Address Book, Contact Folder or TeamChat
Room (if TeamChat is available) and search for contacts.

4. You can also create Mailing list to address messages to


a group of people instead of addressing messages to each
person individually. By click To: (the same also for Cc: and
Bcc:) button in Address book, you can choose a number of
users and add them to a Mailing list. As an administrator
of WebClient you can create groups with pre-set group of
users.

If you are selecting from Teamchat room, folder picker


dialog with just TeamChat rooms is opened.

Note: You can also send an email message to all attendees of your planned meeting. Use the envelope icon in the
scheduling tab. (described in chapter 4 – Calendar, article How to create calendar entry)
You can also create Mailing list to address messages to a group of people instead of addressing messages to each
person individually. By click To: (the same also for Cc: and Bcc:) button in Address book, you can choose a number of
users and add them to a Mailing list. As administrator of WebClient you can create groups with pre-set group of users.

Options 2 and 3 can also be used to select contacts to be assigned to the CC and BCC
address fields. In case you are addressing email to a group of the people, you can
expand the list of contacts in the To field. If you expand the list, it will be replaced with
its members. Note that you will not be able to collapse it again.

Chapter 2 Email 19
How to send new message?
Once the message has been composed, there is a choice between several actions:

The Send Now option sends the message out to all the addresses and saves a personal
record in the Sent folder.
The Send with delay option allows you to schedule an email to be sent later, at the
specific date and time.
The Save to Drafts option saves the message in the Drafts folder and holds it there
until you will continue with editing.
The Send to TeamChat option sends the message to the TeamChat room defined
in the Bcc to TeamChat field. In case that Bcc to TeamChat field is not defined, the window with TeamChat rooms will
popup after clicking the Send to TeamChat button.

CTRL + Enter shortcut

Another option how to send email message is to press CTRL + Enter keyboard shortcut. In the Options menu you can
set the different actions for CTRL + Enter shortcut.

SEND MESSAGE WITH DELAY

Compose the email message as usual and click arrow in the Send button. From the several actions select the Send
with delay option and click.

In the delay details window set requested date and time and click again Send with delay button.

Notification inform you about scheduled date and time and the message is held in the Sent folder until the delivery
time.

Chapter 2 Email 20
The delayed message can be still edited, sent immediately or revoked. To do that, find the message in the Sent folder
and left-click the grey line starting with the exclamation mark in the email body. Delivery report window will be opened.
There just select your action, click the Send button to send the message immediately, Edit button to continue editing
or Revoke to delete the message from the Sent folder.

SEND TO TEAMCHAT

You can save your message as a draft to defined TeamChat room to be completed and sent at a later time. Start
composing a message, fill in the Bcc to TeamChat field and anytime click Send to TeamChat button. Draft message is
saved in the selected TeamChat room until you send it or delete it from the TeamChat conversation.

In the TeamChat room, the draft is marked by the red Draft field in the top right corner of the message. Click the edit
option and you can continue with the editing of the email message while discussing the content with your team
members. It will be easier and faster to simply send an email draft into TeamChat conversation and discuss it with
your team than exchange number of emails.

If you click edit and the draft is LOCKED, then there is only view window with Locked by … information. By clicking the
red line the compose email window is opened with the preset email address of the person who is just editing the draft
in the To: field so you can ask for leaving the draft and unlock.

Note: Send to TeamChat option is unavailable in case you didn´t fill the Bcc to TeamChat field.

Chapter 2 Email 21
UNDO MESSAGE

If you have a scenario in which you just click Send an email message and found out that something wrong in the
content or wrong contact you are sending email to, WebClient gives you 5 seconds to decide whether you want to stop
sending the message. Just click the Undo button in the notification appeared in the top right corner of the screen.
Than you can delete the message, postpone or continue with editing.

TIP: When using the Tablet interface, you can send the email
with CTRL + ENTER shortcut.

RESEND/SEND MESSAGE AGAIN

To save time when resending already sent or received


message, you can click on any received or sent message in
your mailbox and select Forward – Resend option from the
context menu.

How to share emails with TeamChat?


You can now send email message to any TeamChat room where you are participating. Just fill Bcc to TeamChat field
(optionally you can type any comment) and send message. The message will be sent to defined TeamChat room.

Chapter 2 Email 22
In the TeamChat room you or TeamChat room members will be able to open this message (Read Full…) and work with
it as it would be a standard email message (Reply, Reply all, Forward etc.).

You can also edit an attachment attached to the email message. When clicking the attachment (doc., ppt., xls., etc.), it
will be opened in WebDocument and you can then edit it. When all edits are done, just close the edited attachment and
the notification with following text: Do you wish to send your modified file back? will pop up. Click OK and then you can
reply the email with the edited attachment.

How to send message with attachment?

Attachment icons are located at the top of the Message body.

ATTACH FROM LOCAL DISC (1)


You can choose any item stored on your local disc.

ATTACH FROM WEBCLIENT (2) 1 2


You can choose any item stored in your WebClient.

Select the files you want to attach. Finally, click the


Open Button. 

Select the file you want to attach. Finally, click the Open
button (when attaching file from local disk) or OK button
(when attaching file from WebClient).

DRAG AND DROP

For easy file uploading you can use the drag and drop feature. This feature allows you to attach files without
needing to browse for them using the Upload button. After finding the files in file manager you can just drag
and drop them to the message composer window.

Chapter 2 Email 23
SMART ATTACH

This powerful feature lets you save an attachment to your Documents and replace it with a download link
in the email body. If you will delete an attachment from the Documents folder, the attachment will no longer
be accessible via download link. Pre-defined text with a link to the appropriate folder is added into an email
body (its header or footer respectively) and can be of either HTML or plain text formats. When the filter is
active, this action is performed with both incoming and outgoing emails. So sending out large mailing lists
with big attachments (up to 2GB – depends on administration setup) is not an issue anymore.

Insert the attachment, SmartAttach button will appear on the right side, click the button and SmartAttach
feature is enabled and ready to use.

How to attach multiple file?


You can attach multiple files to an email message using one upload dialog for all files (provided that they all are
placed in one folder):

1. Within a composer window, click the Upload button. The File Upload dialog opens.
2. Select the desired files using CTRL + click or SHIFT + click shortcuts.
3. Click the Open button to upload files.

Chapter 2 Email 24
How to save email message?

You can save email messages as .eml files. To do it, follow these steps:

1. Select the messages you want to save. Use CTRL + click and/or
2. SHIFT + click to select more messages. Right-click the selected
messages and choose the Save As – EML items. If you get the
Pop-up blocked message, click the message bar and select the
3. Always Allow Pop-ups from This Site item.
In the opening/saving dialog, select the Save File option, click OK
and in the Save As dialog, select the appropriate directory and click
the Save button.
4. Files can be also saved as a group so you can save the whole
folder in zipped .eml file. From the Context menu select Export
folder (or right click the requested folder and select Export folder)
and the whole folder will be saved into the selected destination.

How to view received email message?

1. Click the Inbox icon in the Navigation Pane of the Mail Application. A list of messages you have received will 
appear in the View Panel.

2. Click once on a message to view it in the Preview Pane or double click a message to open it in a new tab. 

3. To Close an open Message,  press the Esc key, or click the Close button on the  Window Tab.

UNSUBSCRIBE NEWSLETTERS

If you do not want to receive unwanted newsletters anymore there is the Unsubscribe button in the headers of
these mailings. Click the Unsubscribe button, the confirmation window will popup and allows you to click OK to stop
receiving newsletters that you did not subscribe to.

Chapter 2 Email 25
ATTACHMENTS

Items such as images, pdf, mp3 and others received in email message are previewed within message body without
necessity to open them. By clicking the arrow next to the attachment, the context menu will open. There, according
to the attachment type (pdf, doc, gif and others) you have additional actions what you can do with the attachment
(Download, Save to Folder, Open or Preview Image).

How to reply to received email message?

When highlighting or reading a message, there is a button at the top of the Menu Bar labeled:

REPLY

The To: field will be filled in with the original Sender’s address and the Subject field will contain the original subject
pre‐pended with Re:.  

REPLY TO ALL

The Reply to All options are the same as Reply. The message will also be sent to all recipients of the original
message and they will be placed in the CC: field.   

FORWARD

To forward a received message to another person or group, click on the button marked Forward, when highlight-
ing or reading the message.  

Chapter 2 Email 26
Integration with IceWarp WebDocuments allows you to open and edit email attachments inside the browser before
replying. This feature will ease your work and save time because edited attachments can be immediately sent back to
senders, so no more savings, editing, uploading and sending again.

Just click the attachment in the doc., xls., ppt. or other format, it will be saved to Files & Documents folder and opened
in WebDocuments.

When all edits are done, just close the edited attachment using the cross in the top right corner and the notification
with following text: Do you wish to send your modified file back? will pop up. Click OK and finish replying the email with
the edited attachment.

Chapter 2 Email 27
3. TeamChat
This collaboration feature was developed especially for teams & projects. It has the familiar interface of multi-user
WebChat but extends it with file sharing, meetings, conference calls and much more.

The main TeamChat screen view:

Switchable
tabs

TeamChat icon

Conversation
area
Groups with Chat rooms

Plus button Typing messages area

Navigation Pane with Tree view


TeamChat icon with a notification dot over that means unread messages in any of the chat rooms.

Tree View shows a hierarchical view of all your TeamChat public rooms and also any private TeamChat rooms you have
been invited to or you have created.

All and Recent button


All – Each room where you are participating you will find in the list under
All button.
Recent – When click the Recent button you will be provided by the list of all
chat rooms with some recent activity. The number of all chat rooms with
recent activity is displayed in the top right corner of the Recent button. This
list keeps you informed about activities while you were off.

Public room – This is an open room that anyone in your group


can join and see the whole conversation.

Private room – There can be situations where you need to chat


just with a selected group. In this case, you can create a private
room and invite specific people to join. Only people who have
been invited to a private room can see that room.

Note: When you create a room, you’re always prompted to


choose whether you want a public or private room.

Chapter 3 TeamChat 28
How to create a new room?
Click the “+” icon next to public/private folder or the “+” icon in the Tree view tools to show dialog Create New Room.
Fill in name of new room, select visibility (Public or Private) and click OK to create new room. New room will be displayed
in Tree View area.

Anyone can see and join Public rooms. Private rooms are visible for invited
members only.

Note: The person who creates a chat room defines the chat room owner
and what invited people can do within chat rooms.

How to subscribe/unsubscribe chat room


If you have a chat room that is no longer being used, you can unsubscribe it. There are 2 options how to do that:

1. Right-click the selected room and choose the option Move to Inactive rooms

2. Click the context menu of the selected room and choose the option Move to Inactive rooms

The selected room will be moved to the Inactive rooms in the bottom of Tree View. User is notified about that with a
small information table, folder with inactive rooms is color-highlighted and the number displays how many items Inactive
rooms folder contains.

Of course, items in the Inactive rooms can be activate later to one or More Groups when you need the updates again. Go
to the Inactive rooms folder and there are 2 options how to activate selected room:

1. Right-click the selected room and choose the option Activate

2. Click the context menu of the selected room and choose the option Activate

The selected room will be activated and moved to the list of your rooms.

Chapter 3 TeamChat 29
How to work in and manage Chat Room?
A chat room is the main area where participants can send messages to and share files with each other.
Chat room participants can invite other people to join their chat room. An invitation email is sent to notify selected
person about TeamChat invitation.

Chat rooms are divided into 3 parts:

1. Upper part contains name of the room, avatars of the user(s) who are currently in the room (users who have the
window in the background, but are presented in the room are also displayed), toggle for notifications, icon for Pins
board and icon for Mentions board.

When anybody in the room is typing a message, the avatar is moved at the beginning of the line (first position) and
icon of the three points is displayed.

Status:

1. in the room, watching


2. in the room, window is in background
3. in the room, writing

Note: Notification toggle in the top right corner lets you quickly switch notifications on/off.

2. Middle part displays the date of conversation and the whole conversation among participants in the room including
new messages.

Note: When you leave the TeamChat room while typing a text, the input text is remembered in the message area so
when you come back to the room, you can continue typing and finish the text.

Chapter 3 TeamChat 30
3. Bottom part where you can find the plus icon (invite guests, share links etc.), message area where you can type
messages, and the smile icon which when clicked on, a new popup window will appear which offers several different
emoticons. You can choose from several groups of emoticons:

• Smileys & People


• Animals & Nature
• Food & Drink
• Activity
• Travel & Places
• Objects
• Flags
• Symbols

To open a file or document from chat bubble, just click


its preview image in the chat area. You can also accept/
decline a meeting or join a conference call directly from
its bubble from the chat area.

To download or share any file click one of the buttons


in the bubble – blue to download or grey to share with
others. The file can be downloaded to the location on
your HDD or can be saved to a folder in your WebClient.

Note: You can also open Teamchat room at post by link.

Reactions
TeamChat users are able to react to the Chat room content.

When hovering over the selected post, 4 icons will appear in the right corner. You can Like, Comment and Pin the post.
The forth icon is More where you can edit the text or remove it.

Like – to like any content, select and click the like (thumbs up) button. Like counter increments by one. Click on the
like counter will show you who else liked the content.

Chapter 3 TeamChat 31
Comment – to comment any content, select and click the comment icon. The separate window will appear and you
can write your comment in the text box. You can also edit your comment if you click the edit button. If you would like
to completely remove your comment, click the Remove button.

Pins - to pin any content and let someone know you found something they would be interesting, select and click the pin
icon. You can select Private pin visible for you only or Public pin visible for all. All these pins will be available on Pins board
in the top right corner in Public or Private section.

Mentions
IceWarp provides indication of when any name of your group member has been mentioned in the conversation.

If you use @ symbol in the input field, you will get autocomplete popup that suggests current room members.

All conversations where you have been mentioned you can find in the Mentions tab, placed in the right top corner of
the conversation area.

The blue point indicates, that someone mentioned you and you have new contribution in the Mentions tab.

Chapter 3 TeamChat 32
How to invite guests, share links and other?

Click the blue plus icon on the left side of message typing area will open a dialog window with several options:

Invite – Type email of your contact or select contact from contact book and
invite guest to the room.

Create New Document – Select which type of file you want to create –
Document, Spreadsheet or Presentation.

Share File or Document – Select file you want to upload and share with other
participants in the room.

New WebMeeting – Connect with internal or external contacts through audio/


video calls.

Create New Event – Send meeting invitations to both internal and external
contacts and check their availability.

Create New Email - Since Email has been integrated with TeamChat, you can
work with email messages in TeamChat exactly the same as you do in Email.

If you want to Share Link, just paste the selected link into the message area and the preview of the requested web site
will appear. Press enter and share the link with others. When preview is appeared you can delete the link in typing area
and type any title instead of the link.

In case you are uploading the URL that links to video content, video player is displayed and you can play video directly
in the chat bubble.

Through Drag and Drop feature is possible to upload any file in the conversation area without using Upload button.
After finding the file in the file manager you can just drag and drop it to the conversation window.

After dropping the file there is a dialog with File Name (possibly also change the file name) and Description. Click OK
and the file will be uploaded to the current room. After longer inactivity, this dialog will close automatically.

Note: When creating, uploading or renaming any document in TeamChat you are not allowed to use these characters:
< > : / \ | ? * ".

Chapter 3 TeamChat 33
How to manage Files & Documents?
This tab contains list of all files and documents that were uploaded by users of the chat room.

• You can easily upload any file through the blue button „Upload File“ placed in the right top corner.
• Files can be filtered according to Name or Date, when were modified.
• Each file or document has its own icon by type. Icons are different for image, excel sheet, word document etc.

Hover over the selected file and you can lock it through the „Lock“ icon, share it through the „Share“ icon or download it
through the „Download“ icon.

Chapter 3 TeamChat 34
How to manage Events?
Click the Events tab to display list of upcoming events created by users of the room.

Participants in the room can select whether they accept or decline the event. If they have the rights they also can
create a new event through the blue “Create New Event” button placed in the right top corner.

In the bottom right corner the number of participants who already accepted the event is displayed.

How to manage members?


The Members tab contains a list of accounts that have the rights to participated in the chat room. All accounts are
sorted by name and type of accounts. Within this list you can see Administrator, Member and also Guest accounts.
The owner of the room can choose whether guest have write or read only rights.
Each account has an avatar and two action buttons – send an email or send WebChat message.

Click the envelope icon open mail compose dialog with prefilled recipient.
Click the speech bubble icon start conversation with selected contact through WebChat.

To invite a new member click the blue button “Invite Guest” in the right top corner. The dialog to invite new member will open.

You can also send email to all members of the room. Just click “Send email to all“ button and composing email win-
dow with preselected team members in To: field will open.

Chapter 3 TeamChat 35
TeamChat Notifications
When TeamChat notifications are enabled (See chapter. Settings), you will get notifications about mention/pin/file
immediately into your email. Notifications must be enabled in the top right corner for individual rooms.

If you are WebClient user and you will click on blue “post” in the body of received TeamChat notification, you will
be redirected directly to the TeamChat room where you were mentioned or pinned. If you use other service such
as Outlook, Gmail, etc, when click on blue “post” you will be redirected to WebClient login screen and after sign in
WebClient shows you the TeamChat room at the post.

At the end of the day digest message will be generated with all rooms where you have unread items. (Number of
unread items per channel).

Chapter 3 TeamChat 36
Guest Account Invitation Process

1. The first step

Is the same as with an internal invitation. Click the plus button and then
Invite Guest. In the opened dialog you need to type an email and optional
reason of invitation. After that click Invite button.
A box with a notification that you invited someone to the chat room is shown
within conversation area.
(There will also be a notification that someone joined the chat room when
invitation process is completed).

2. Guest account

Will receive an email with the TeamChat invitation in a few seconds. This email message contains information about
sender of the invitation and chat room where sender wants to invite the participant. There are no special actions required
to register for the chatroom, the guest simply needs to click on the CREATE TEAMCHAT ACCOUNT button.

Note: If the invited account is already member of any other chat room, there is JOIN THE TEAM button instead of
CREATE TEAMCHAT ACCOUNT in the invitation email. When click JOIN THE TEAM, user is linked directly to the
WebClient login page.

3. Next

Click the CREATE TEAMCHAT ACCOUNT button the new dialog will be opened. There are 3 boxes requested to
be filled in: Name as it will appear in TeamChat, Password and Confirm password. Finally the guest has to click
the blue Verify my email button to verify the accuracy of the email account.
The verification email is sent to the guest’s email account.

Chapter 3 TeamChat 37
4. Verification

Process is finished by clicking on the blue VERIFY YOUR ACCOUNT button in the verification email sent to the
invited user’s account in the previous step.

5. In the last step

After clicking the blue VERIFY YOUR ACCOUNT button, the window with guest verification result will popup.
Pressing OK, I understand button will redirect the guest to the WebClient login page. He/she will be required to
enter their password and click Sign In. Then he/she can join TeamChat.

6. Finally

You can check the guest account in the Members tab. The new guest is included to the guest section their
account can be managed by an administrator.

Chapter 3 TeamChat 38
Guest Account TeamChat Interface

When a guest user completes all the steps and is logged into WebClient, the welcome
window with TeamChat tips is displayed. These tips provide the user with the main
points how to work with TeamChat.

Guest users will see the standard TeamChat interface after login. Guest accounts
allow users to have conversation within the chat rooms where they were invited to (the
list of chat rooms on the left side) and ability to manage Chat room, Files&Documents,
Events and Members tabs. Conversation also includes conversation discussing before
joining user to the chat room.

When guest account clicks on avatar in the chat conversation, there is a mail compose action so user can send
an email to the member of the chat room immediately.

Guest user can enable / disable notifications selectively for the chat rooms where member is.

Clicking the avatar in the top right corner will open 4 options that user can choose:

1. My details
User can fill in personal information that he/she wants to be published. Data will
automatically appear in all GAL folders in GroupWare.

2. Options
This choice allows guest to setup several options. The main option in this section
is possibility to change password. Through the next toggles user can enable sound
notifications, use system notifications and use emoticons.

3. Help
Choosing the Help option tab opens a quick help guide containing some useful hints and
information plus “What´s new” document with details on the current version of WebClient
and TeamChat tips.

4. Logout
Click the menu Logout item to log out from IceWarp WebClient. The WebClient login screen
is displayed.

Chapter 3 TeamChat 39
4. Calendar
The calendar application allows you to organize appointments, meetings or schedule resources.
The main calendar screen view:

Menu bar

CENTRAL MENU
Specific central menu icons allows you to manage calendar.
Day, Week, Month - use these buttons to select your desired calendar layout.

Use this button to display a list of all your events. It is possible to sort them by clicking
List
the appropriate column name.

More Use this button to perform various actions with calendar items.

Delete Use this button to delete selected calendar items.

Use this button to print a selected item. The Print Preview dialog is shown.
Print
Remove undesired events from the list by clicking the cross icon on the right.

Use the Preview icon to select a location of the reading pane (available only in the List
Preview
preview). There are 3 options: Bottom Pane, Right Pane or None. Except this Preview
is also possible to setup Folder Panel and WebChat Panel with 3 options: Expanded,
Collapsed, Auto-Collapse.

Chapter 4 Calendar 40
Navigation Pane with Tree view
Calendar icon:

Tree View shows a hierarchical views of all your privat calendar folders and aslo any shared calendar folders you have
subscribed to.

Click the Back and Forward buttons next to the month in the Navigation Pane to cycle through the  month.

TIP: IceWarp WebClient enables assigning color to an active calendar.

How to display multiple calendars?


This feature allows you to display more calendars in a combined view. It can be very handy when planning your events.
Just search through the public and private folders and tick the calendars you want to have displayed.

Every calendar has its own color – which will be used for its events.
Double-click the desired event to edit it. Events keep their flag colors.
To add a new event to a calendar in this mode, un-tick all other
calendar folders (within the tree pane) and make sure that the
appropriate calendar is highlighted bold (by clicking it).

Note: Administrator/User can setup daily notifications about


upcoming events in the (administration) options Options – Calendar
– Reminders) so you are informed about all events within the day.

Chapter 4 Calendar 41
There are 2 types of calendars that you may view:

1. Private calendar – When an appointment or meeting is created in private calendar, other people cannot see details
of the item. Nothing will be published without your approval. Only people you have chosen can view the items.

2. Shared calendar – If there are some situations where you need other people to see your items in the calendar, than
you can create a shared calendar that is accessible to everyone in your organization (or selected people you choose).
Shared calendars let you see when people are free or busy at any time.

To share a calendar in the IceWarp WebClient, do the following:

1. Select the folder you want to share, right-click it and


select the Sharing and Permissions item.

2. In the Sharing and Permissions dialog, click the Address


book button to select users you want to share the folder to.

3. In the Select Contacts dialog, add desired accounts to the


Selected field.

4. In the Sharing and Permissions dialog, select Permissions


for individual users for both Items and Folder (Administration
respectively – full rights) – click a user and tick the
appropriate boxes. Click OK.

3. Resources – A calendar resource is anything you schedule that is not an event. For example, people may need to
reserve a meeting room. Other examples include projectors, pool cars or any other equipment that the people can
schedule a time to use.

Chapter 4 Calendar 42
Permanent calendar colors

IceWarp WebClient currently enables assigning a color to an active calendar. The colors are persistent when deactivating
and activating calendars. Once a color is assigned to a calendar, such color is used even after deactivating and activating
calendar. Definition of colors is unique for each user.

Example:

Alice has shared her calendar to Bob and Cecile. Cecile assigns red color to Alice’s calendar (since this moment, Alice’s
calendar will always be red in Cecile’s WebClient). Bob assigns blue color to Alice’s calendar (since this moment, Alice’s
calendar will always be blue in Bob’s WebClient)

Order of appointments in calendar view

IceWarp WebClient merges calendar items from multiple calendars into a column representing day in a week or a
month view. The order is as follows: items from multiple calendars that have the same start time and end time will be
sorted in the same order whenever possible. The order of colors is determined by the order of calendars in the folder
tree. To avoid any confusion, let’s consider following scenarios:

Example:

If subsequent time slots contain just items from the same active calendars, these will be sorted as “same colors
below the previous line”. If subsequent time slots contain items from same four active calendars and fifth calendar
differs between timeslots, these may not be sorted as “same colors below the initial line”, even though the order will
be kept.
If subsequent time slots contain items from different number of active calendars, these may not be sorted as “same
colors below the initial line”, even though the order will be kept.

Work week view in calendar

There will be a new “work week view” in IceWarp WebClient calendar (apart from existing day / week / month views)
included in future releases. The specification of days that belong into a work week will be available under Administrator
Settings of WebClient (by default Monday - Friday).
The folder where you want to create an entry is highlighted in the Parent Folder panel so you know where you will be
creating your new folder.

How to create calendar entry?

You have 2 options how to create a new calendar entry: 

1. Right-click on Calendar icon in Navigation pane.


2. Click New in Menu Bar and then Appointment.

Chapter 4 Calendar 43
On the left side fill in the appropriate information of the new entry divided into several tabs - Appointment details,
Location, Attendees, Notes, Tags and Attachment:

General

Appointment details

Fill in general information about appointment.

All day – check this box if the appointment takes the whole day.

Repeat - Select Repeating option to make the calendar entry a repeating one and specify repeat options.

Remind me option allows you to set time default time options for new reminders – they do not affect or override any
options for reminders you already have set.

Note: If you want to simply move the event to another date/time, you can double-click the event in the calendar view
and move the event to the requested time/date.

Location
Here you can add location and resources. Each address in this field can be shown on Google maps. Put selected
address into the appropriate field and click the location icon to open a WebClient dialog with a Google Map of this
address.

Attendees
You can add attendees you want to invite to your meeting in this tab. Enter the name of contact into plus field or click
the attendee´s icon to open Select contact dialog. There you can choose a contact from the Address book, Contact
Folder or TeamChat room. Double click the invited contact will open edit dialog.

In the last 3 tabs you can add notes, tags or upload an attachment into your event.

Chapter 4 Calendar 44
How to view calendar entry?

1. Click the Calendar icon in the Navigation Pane. A list of folders will  appear in the View Pane.


2. Click on a calendar to view calendar entries in the Preview Pane. 
3. Click once to see a shortcut of the calendar entry. Double click a calendar entry open it in a new tab.
4. To Close an open calendar entry, press the Esc key, or click the Close button on the window tab. 

1
2

Detailed preview in month view


When hovering over a day in month view, WebClient
shows small calendar icon next to the date label.

When clicked, a detailed preview of particular day is opened


and you not only see upcoming events in full details, but you
can also do everything you are familiar with in day/week view
(rescheduling events with drag&drop, creating new events
directly in calendar etc.)

Chapter 4 Calendar 45
How to accept incoming appointment?
When someone sets up an appointment and includes you on the invitation list, you will receive an email in your inbox
from that person. To accept the appointment and add it to your calendar, simply choose the Accept option from within
the email. Upon doing this, WebClient will automatically enter the meeting into your calendar.

Whether you choose to:

ACCEPT DECLINE
You are available for proposed time. You are not available for proposed time.

TENTATIVE PROPOSE NEW TIME


You can´t say now if yes or no. You can propose new meeting time, if
proposed time doesn't suit to you.

WebClient will send a notice to the person chairing the meeting to let them know your decision.
With Decline answer, user has option to insert text message for the person sharing the invitation.

Note: By deleting of tentative or already accepted event, “reason of delete” window will pop up.

Chapter 4 Calendar 46
5. Contacts
The Contact Application allows you to collect contacts and resources with details in the clear list. 
The main contacts screen view:

Menu bar

Call Now Select a contact and use this icon to call the person using WebPhone. The Call dialog is
shown. For more details refer to the appropriate section (New Menu – Call).

Use this icon to make a WebMeeting. Within this dialog, you can set audio conference
WebMeeting
with screen sharing.

Select a contact and use this icon to send an SMS to this person. The SMS dialog
Send SMS
opens. It is similar to the mail composer window.

More Use this icon to perform various actions with contact items.

Delete Use this icon (basket) to delete selected emails.

Use this icon to select a location of the reading pane. There are 3 options: Bottom Pane,
Preview Right Pane or None. Except this Preview is also possible to setup Folder Panel and
WebChat Panel with 3 options: Expanded, Collapsed, Auto-Collapse.

Chapter 5 Contacts 47
Navigation Pane with Tree view
Contact icon:
Tree View shows a hierarchical views of all your personal item folders and also any public or shared folders you have
subscribed.

Folder with all your contacts

Folder with all resources

How to create new contact?

You have 2 options for creating a new contact: 

1. Right-click on Contacts icon in Navigation pane.


2. Click New in Menu Bar and then Contact.

Chapter 5 Contacts 48
Fill out the appropriate information of the new contact:

General, Personal, Business, Notes, Attachments, Certificates

General info – you can add general info like Name, Company, Job, Phone, Email or Picture.
Personal info – you can add personal info like Birthday, Home address(es), URL.
Google Maps integration – Each address in the contact dialog has the Show on Map button. Click the button to open a
WebClient dialog with a Google Map of this address.

Business info – you can add info about contact’s job like Position, Department, Office address.

Notes, Attachments, Certificates – you can write notes or upload any item.

Click OK at the left bottom of the window; the entry will then be added to your contact list.

Chapter 5 Contacts 49
How to view contact?

1. Click the Contact icon in the Navigation Pane. A list of folders will appear in the View Pane.
2. Click on a contact to view calendar entries in the Preview Pane. 
3. Click once to see a shortcut of the contac. Double click on a contact to open it in a new tab.
4. To Close an open contact, press the Esc key, or click the Close button on the window tab. 

vCARD upload
vCard is a contact information file which may contain one or more contact‘s information such as names, addresses,
phones, emails, photos, attachments, etc. They usually come in the form of files with the .vcf file extension. You can
upload vcf file through the Upload icon in the bottom of Contacts list.

Chapter 5 Contacts 50
6. Documents
The Document Application allows you to collect documents in the clear list. The selected documents like documents,
powerpoint presentations or spreadsheets can be also edited directly in the web browser.

The main documents screen view:

Menu bar

Upload Select a document and use this icon to upload it.

More Use this icon to perform various actions with documents.

Delete Use this icon to delete selected documents.

Preview Use this icon to select a location of the reading pane. There are 3 options: Bottom Pane,
Right Pane or None. Except this Preview is also possible to setup Folder Panel and
WebChat Panel with 3 options: Expanded, Collapsed, Auto-Collapse

Chapter 6 Documents 51
Navigation Pane with Tree view
Documents icon:
Tree View shows a hierarchical view of all your personal item folders and also  any public or shared folders you have
subscribed.

Folder with all your files

Folder with all documents

Folder with all public documents

It is also possible to share Documents folders. The context menu within such a folder (right-click a file to reveal it)
includes the Download and Open options. Even when the Open item is selected, the selected file is downloaded in the
read-only mode. You can use the Enable Editing feature to work with the document.

How to create new document?

You have 3 options for creating a new document:

1. Right-click on Documents icon in Navigation pane


2. Click New in Menu Bar and then Document

2
Click SAVE at the left bottom of the window.
The entry will then be added to your list of
documents.

Click Show more options in the middle of


the window and change location of the
document, describe document or add tag.

Chapter 6 Documents 52
How to upload a document?

It is possible to upload file in WebClient in 3 ways:

1. Drag and drop file.


2. Upload files from your local storage.
3. Use Upload icon Menu Bar.

How to share document with other accounts?

It is possible to share also Documents folders. The context menu within such a folder (right-click a file to reveal it)
includes also the Download and Open items. Even when the Open item is selected, the selected file is downloaded in
the read-only mode. You can use the Enable Editing feature to work with the document.

To share a folder in the IceWarp WebClient, do the following:

1. Select the folder you want to share, right-click it and


select the Sharing and Permissions item.
2. In the Sharing and Permissions dialog, click the
Address book button to select users you want to
share the folder to.
3. In the Select Contacts dialog, add desired accounts to
the Selected field.
4. In the Sharing and Permissions dialog, select
Permissions for individual users for both Items and
Folder (Administration respectively – full rights) –
click a user and tick the appropriate boxes. Click OK.

You can choose different access rights for people viewing your documents:

Documents: Read / Write / Modify / Delete


Folder: Read / Write / Delete

If you want to send a document to someone so that they can view, edit, or comment on it, you can share it with them
directly in IceWarp WebClient.

Anyone you share the document with will see changes made as they happen so that everyone can be on the same
page and you can get feedback quickly.

Chapter 6 Documents 53
How to view document?

1. Click the Document icon in the Navigation Pane. A list of folders will appear in the View Pane.
2. Click on a document to view document entries in the Preview Pane. 
3. Click once on a file´s preview in Preview Pane open the file in a new window.
4. To Close an open document, click the Close button on the window tab.

1 2
4
3

In case the document server is connected, you can choose whether to open the selected file (doc., xls., ppt. and other
formats) as WebDocument or open this file with Office suite. Right-clickthe selected file and choose Open in popup
menu. There are 3 options how to open the file:

1. As WebDocument.
2. As WebDocument (view) – users can view documents using WebDocuments, but edit them in standard office
suite installed on their computers.
3. In Office suite – at least Office 2013 must be installed on your computer.

All existing documents are automatically available for preview in both private and public Documents folders.
Actions tab in the right upper corner gives you an additional options how to work with document.

Chapter 6 Documents 54
How to edit documents online?

All existing documents are automatically available from the version 11.4 to view and edit. Spreadsheets, presentations,
documents and all ODF files you can view and edit directly in the browser with high fidelity, without having to install the
Office suite on your computer.

A simple left-click allows you to work with the document shown on the right side of the screen (it depends on selected
preview menu – Bottom Panel, Right Panel or None). A user can see the document (spreadsheet, presentation etc.)
preview through following options:

1. Actions – numerous actions can be selected by user preference (Print as PDF, Share Link or Send as Email). For
large attachments when sending as email you can use SmartAttach when attachments will be saved to your
Document folder and replaced by download links in the email body. Within the beta version collaboration can be
limited by editing not at the same time. The document will be locked for other collaborators while anyone else is
editing the document.

2. Details – explore details about selected document (For now users can use the Tags or Note options to discuss
online the changes of the unfinished document within this section. Tags and Note are editable already from
Document Preview mode. For open formats and officex formats, there is type DOCUMENT. It includes extensions
such as: xlsx, pptx, docx, ods, odt and odp. For another types of files there are used their extensions: DOC, PDF,
IMAP, TXT, HTML.

3. Revisions – check the list of revisions from other collaborators. You can also add new revision (Users will be not
able to go through the revisions online; they have to download them on the server. Still they have a perfect
overview about different versions of the document uploaded by collaborators – details about when and who
made any changes is shown at each revision).

Hover over the document preview and a “Click to start


editing” popup window will appear. By click on this
window, an editable document will be opened in the
second window and you can start editing.

Note: If you need to search or replace any specific


word, use Search icon on the left side of the previewed
document.

Chapter 6 Documents 55
7. Tasks
The Tasks Application allows you to create any task. 
The main tasks screen view:

Navigation Pane with Tree view


Tasks icon:

Tree View shows a hierarchical view of all your personal item folders and also any public or shared folders you have
subscribed.

Folder with all your tasks

Chapter 7 Tasks 56
How to create new task?

You have 2 options how to create a new task: 

1. Right-click on Tasks icon in Navigation pane.


2. Click New in Menu Bar and then Task.

Fill out the appropriate  information of the new contact:

General information like Time, Date, Status or Priority. Repeating information – Daily/Weekly/Monthly/Yearly.

Attachment – you can upload or add any file as an Participants – you can add any participant from your
attachment contact list.

Click OK at the left bottom of the window; the entry will then be added to your list of tasks.

Chapter 7 Tasks 57
Participants

Left double-click any participant will open edit window, where you can set Role and Status of that contact.
Small Role and Status icons are displayed in front of the each name of participant. These icons could be:

Status: Role:

Accepted Required
Declined Optional
Pending Resource

Note: Right-click the icon allows you to change Role or Status directly.

How to view task?

1. Click the Tasks icon in the Navigation Pane. A list of folders will  appear in the View Pane.


2. Click on a task to view calendar entries in the Preview Pane. 
3. Click once to see a shortcut of the contact detail. Double click a contact open it in a new tab. 
It is possible to add any detail about the contact.
4. To Close an open task, press the Esc key, or click the Close button on the window tab. 

3
4

Chapter 7 Tasks 58
8. Notes
The Notes Application allows you to create any note. 
The main notes screen view:

Navigation Pane with Tree view


Notes icon:

Tree View shows a hierarchical view of all your personal item folders and also any public or shared folders you have
subscribed to.

Folder with all notes

Chapter 8 Notes 59
How to create new note?

You have 2 options how to create a new note: 

1. Right-click on Notes icon in Navigation pane.


2. Click New in Menu Bar and then Note.

Fill out the appropriate information of the new note:

General information – simply add a Title and any Content. Attachment – you can upload or add any file.

Click OK at the left bottom of the window; the entry will then be added to your list of notes.

Chapter 8 Notes 60
How to view note?

1. Click the Notes icon in the Navigation Pane. A list of folders will appear in the View Pane.


2. Click on a note to view note details in the Preview Pane. 
3. Click once to see a shortcut of the note detail. Double click a note open it in a new tab. 
It is possible to add any detail about the note.
4. To Close an open note, press the Esc key, or click the Close button on the window tab. 

2
4

Chapter 8 Notes 61
9. Trash
Whatever you want to delete – any item type (email message, folder, IM contact ...) – just use drag ‘n’ drop. Drag the
item onto the trash bin icon within the Navigation Pane and drop it when the icon becomes highlighted red.
It is magic. Hold the CTRL key when dragging and dropping not to be asked to confirm deletion.

The main trash screen view:

Note: The difference between Trash and Recovery items is that Trash is available for email items only while Recovery
Items is available only for groupware folders.

Navigation Pane with Tree view


Trash icon:

Tree View shows a hierarchical view of all your personal item folders and also any public or shared folders you have
subscribed.

Folder with all your trashed items

Folder with all your recovered items

Folder with all blacklisted contacts

Folder with all whitelisted contacts

Chapter 9 Trash 62
How to view trashed item?

1. Click the Trash icon in the Navigation Pane. A list of folders will appear in the View Pane. 
2. Click on a trashed item to view item details in the Preview Pane. 
3. Click once to see a shortcut of the trashed item. Double click an item open it in a new tab. 
4. To Close an open trashed item, press the Esc key, or click the Close button on the Window Tab.

2
3

How to recover deleted groupware items?


You may want to recover deleted groupware items (calendar, contacts, events, tasks, files, etc.).
Enter the Recovery Items folder where they are stored for a period defined on the server (by default it is 30 days – for
the actual one, ask your server administrator). Right-click the wished item and select the Recover option. The item is
moved to the original folder (Events, Contacts, etc.).

Note: Deleted groupware folders are moved to trash.

Chapter 9 Trash 63
10. Webchat

General
The WebChat application gives you a lot of options how to communicate with contacts you are connected and of
course much more. This window is placed on the right side of your screen.

To reveal the WebChat pane, click the asterisk icon on the right side of the Menu bar.

Context Menu
Each contact in your contact list has a context-sensitive menu that can be accessed by right-clicking on a chosen
contact.

Open Chat – allows you to sent text message

Audio Call – allows you to call to a contact (or group of contacts)

Video Call – allows you to video call to a contact

Start Web Meeting – allows you to set up meetings

Send Email – allows you to send emails directly

Show Contact Info – allows you to find out details about the contact

Rename – allows you to rename contact name

Group – allows you to add contact to any group

Subscription – allows you to authorize the contact

Delete – allows you to delete contact from your list

Chapter 10 Webchat 64
How to expand or collapse WebChat roster?

With Auto Collapse and resizing the screen to smaller width, the panel with WebChat roster is hidden automatically.

To get more space for WebChat panel, you can


collapse or auto-collapse WebChat roster. Just
right-click the WebChat panel and select the
Panel Appearance item.

Here, choose the wished behavior.


You can also use pin or unpin icon in the top right
corner to collapse or expand WebChat roster.

Expanded – WebChat roster is always visible.


Collapsed – WebChat roster is not visible.
To show it, hover over any Navigation Pane item.
Auto Collapse - WebChat roster is visible, but it
hides when the browser window width is reduced.

How to add new contact?


Within the WebChat Tools bar (in the lower roster part), click the
“+” icon. The popup menu is shown and you are allowed to add
any contact or subscribe to other services.

You can also split your contacts into different Groups regarding your interest. Just fill in name of Group in the last
table. (1)

You can chat with your friends that use various instant messaging services provided that there is the appropriate
gateway defined on your IceWarp Server. To see the list of gateways, go to the Subscribe Service tab. If your desired
service is not involved, ask your server administrator.

Chapter 10 Webchat 65
How to start chat?
There are 2 ways to start a chat with any of your contact in WebChat list:

1. Right-click on any chosen contact and select “Open chat“. Chat menu will appear and you can start chatting.
2. Double-click on chosen contact. Chat menu will appear and you can start chatting.

Use “Add new chat” window in the top left corner and easily start conversation with anyone else directly from the chat
window. Type name, select name from the pop up list of contacts and send a new message to the selected contact. (Pic 2)

User can easily share file or document, start new WebMeeting or send current location directly from the chat window. Just
click the plus icon next to the message area and select requested action.

How to multi select WebChat contacts?


You might want to delete multiple users, send the same message to
multiple users or even send an email to couple of users in your roster.
Use CTRL + left-click to select more users.

Chapter 10 Webchat 66
Incoming message
There are several notifications when receiving new WebChat message within WebClient.
User is notified on the incoming message by:

1. When browsing other tabs, the WebClient bookmark text is changed to * New message from …

2. The contact in the contact list is automatically moved up among Active Chats and is highlighted with a blue dot of
the WebChat status.highlighted with a blue dot of the WebChat status. The same blue dot is also shown next to the
contact in WebChat window.

3. When conversation is opened and a chat window is minimized, you are notified about incoming message by blue
color of the minimized chat window.

User has some options that can be processed directly from WebChat window. These options are possible to find in the
right upper corner.

• Call – user can start call with the contact


• WebMeeting – user can start WebMeeting with the contact
• Search – user can search within conversation

Chapter 10 Webchat 67
Status change
The notification dot next to your picture indicates your WebChat status. Click the dot to change your WebChat
status. The IM Client pane is shown when your status is Online. The color of the notification dot changes regarding
selected status.

Conversation history
WebChat automatically save a conversation history, that can be viewed anytime.
To view previous chat history in WebChat just scroll back and through the chat conversation. IceWarp supports infinite
chat history, so it will continue to load previous messages within a chat window as long as you scroll the window
upwards and as long as there is content to load. You can see the timestamps while scrolling the chat history.

In addition, you may want to search within your chat communication history. Fill in your subject (or at least a part of
this word) and hit Enter. You will see the results matching to your term.

Chapter 10 Webchat 68
WebPhone
The New menu – Call item is one of those that can be helpful.

Functionality works best in Google Chrome, but


works fine in Firefox and Opera as well.

For detailed WebPhone Setup Guide, refer to


https://www.icewarp.com/support/trouble-
shoot_webrtc/

If the called person does not use or allow their


camera, only he/she will be able to see video.
Similar to WebMeetings, clicking onto video in
WebPhone, user can open full screen view.

Note: We recommend to never start online meeting or call when connection is NOT secure. Google Chrome does not
allow to use microphone over none secured session anymore and it is only question of time when the other browsers
do the same.

Note: If you are using Safari version 11 or later, you do not need to install Themasys WebRTC plugin. In case that
WebPhone is not working correctly, it is necessary to set Auto-Play to Always allow (for the domain use, Safari –
Preferences – Websites - Auto-play).

WebMeeting
IceWarp offers WebRTC powered voice and video calls so you can arrange non-text based communications with
individuals or groups directly from IceWarp´s chat window. Integrated Voice over IP enables encrypted communication
over the internet or a company´s private network. Complete text messaging is included, even for group messaging.

Video calls support:

1. One-to-one video calls using your computer with webcamera. A pop-up window asks attendees to confirm webcam
access before a call starts and after accepting you can see each other in a quality video call.

2. Multi user video calls where external contacts can connect to a meeting through one-time web access or a dial-in
number.

The New menu – Meeting item is one of those that is very easy to use. There are three possibilities:

• To start a meeting
• To join an existing meeting
• To schedule a new meeting

Note: Video calls with Safari are not supported.

Chapter 10 Webchat 69
Start Meeting

1. User can select 1 from 4 options how to start meeting.

a) Click the New item (Menu and Search Bar) b) Click the WebMeeting icon in the right
and select WebMeeting. upper corner (Menu and Search Bar).

c) Click the WebMeeting icon in the right d) Right-click the WebChat contact and
upper corner (WebChat window). select Start WebMeeting from the context
menu.

The Meeting planner dialog appears by choosing New/WebMeeting (in the other options - b, c, d is WebMeeting
dialog opened directly):

Chapter 10 Webchat 70
2. Click the Start WebMeeting now button. The Meeting dialog appears.

3. Within this dialog, you can set all meeting features:

The menu bar consists of two parts:

• The left-hand side – this part is available to all


meeting participants.

• The right-hand side – these tools are available


only to a meeting organizer.

The icons are described from the left to the right.

Microphone – Click the icon to mute your microphone. Click it again to turn the sound on.
Speaker – Click the icon to mute the speaker(s). Click it again to turn the sound on.
Information – Click the icon to open the Meeting Info dialog.
Invite – As a meeting organizer, click the icon to invite participants.
Share screen – Click the icon to share your screen with other meeting participants.
Record audio – The meeting organizer can make an audio record of the meeting.

IceWarp supports “full screen” mode for incoming screenshare video. Clicking on the video moves the stream to sep-
arate browser window, which can be expanded to full screen by user. Closing the separate window moves video back
to chat area.

Note: We recommend to never start online meeting or call when connection is NOT secure. Google Chrome does not
allow to use microphone over none secured session anymore and it is only question of time when the other browsers
do the same.

Note: When you run WebMeeting, red point notification is displayed in the WebClient bookmark.

Join Meeting

1. Follow the step # 1 of the Start Meeting section.


2. Click the Join existing meeting button. The Meeting ID dialog is shown.

3. Enter the Meeting ID. (This ID you can find in the meeting invitation mail.)
The Meeting dialog is shown – see the Start Meeting and Meeting Dialog – Other Features sections.
4. Joining the meeting is also possible by clicking the link in WebMeeting invitation.

Chapter 10 Webchat 71
Schedule Meeting
1. Follow the step # 1 of the Start WebMeeting section.

2. Click the Schedule meeting button. The Appointment dialog


appears.

3. On the General tab, fill in (at least) the Title, From and To fields.
If you are going to create WebMeeting, you have to check
WebMeeting box.

4. On the Schedule tab, use the Address Book button to select


attendees/participants.

5. Attendees obtain information email messages, where they


can either accept or decline invitation. Subsequently, you are
informed by email message and within the meeting event
dialog – Schedule tab.

Meeting – Desktop Sharing


As the organizer, you can share your screen.

The short guide is possible to see online: https://www.icewarp.com/support/troubleshoot_screensharing/ To do so,


click the Share screen button. You can select from tabs whether you want share entire screen or application windows.
The Share your screen dialog is shown:

Select the screen/window you want to share and click the Share button.
Other participants will have shown this window in the central part of their meeting dialogs:
(It is also possible to open a separate window with a shared screen by clicking this part of the dialog. This does not
apply for Internet Explorer – the sharing window is maximized within the meeting dialog.)
 
The left-hand pane contains names of all attendees. The participant who is speaking is highlighted in the dialog
window.

Chapter 10 Webchat 72
11. Settings
When you click your avatar within the Menu Bar, the Settings menu is shown.

My Details options

Two-step Authentication status

WebChat statuses

WebClient Options and Logout

Quick tips

How to change password


To change password go to WebClient settings (My detail/Options/Accounts).
Click the button to open the Password change dialog. Enter your Old
Password and new one twice (New Password, Confirm Password). Click
OK. You have to follow the password policy. National characters are not
supported!

How to change skins


To change skins go to WebClient settings (My detail/Options/General/Global
settings). Skins are available for IceWarp WebClient allowing you to change
the look of the system. Select the skin you want from the dropdown.

How to setup autoresponder


To setup autoresponder go to WebClient settings (My detail/Options/Mail/
Autoresponder). This feature is announced that you are on vacation. Fill in all
requested information to start automatic responds.

How to setup a signature


To setup a signature go to WebClient settings (My detail/Options/Mail/
Signature). User can define a signature that will be added to each new email
message. Fill in all requested information and click ok.

Chapter 11 Settings 73
My Details Options
Selecting this menu item opens the My Details dialog. Fill in your personal information that you want to publish.
Data will automatically appear in all GAL folders in GroupWare and it will also automatically set your WebChat vCard.

Click on My details allows you to setup User details like:


Name, Address, Contacts, Dates etc.

General Settings – here you can setup general settings like


Name, Company, Job, Phone(s), etc.

Personal Settings – here you can setup personal settings


like Birthday, Gender, Home address, etc.

Business Settings – here you can setup information about


your work Profession, Department,
Business address etc.

Notes – here you can write any note related to the contact.

Attachments – here you can upload or add any item related to the contact.

Certificates – here you can upload any certificate(s).

WebChat statuses
Graphical representation of WebChat statuses. Description of
statuses is predefined. Online and Offline status is always shown,
Away, Not Available, Do Not Disturb and Invisible user can hide or
unhide. To setup statuses go to My detail/Options/Chat/WebChat.

WebClient options
This dialog allows you to manage all WebClient settings.

Chapter 11 Settings 74
Accounts
The Accounts tab – My Account page lets you change the password, activate 2-step verification and provide a
description for your primary email (the one your administrator gave you with IceWarp WebClient).
Within the Private Certificates page, you can manage your certificates.

The Other Accounts page lets you define other email accounts you own so IceWarp WebClient can download those
messages for you as well, keeping all your messages in one place, accessible from anywhere you have Internet access
and a compatible browser.

2-step verification
2-step verification must be enabled on the domain level. Then you will see the Two-Step Verification button in the
Options – Accounts – My Account tab so you will be able to activate this feature and make stronger security for your
IceWarp account.

The red cross next to the Two-Step Verification button indicates that you were not
set up this feature yet.

Click the Two-Step Verification button and follow the instructions to turn on Two-Step Verification. You can select
whether to activate this feature for your IceWarp account via IceWarp authenticator (available for iPhone and Android
as well) or via SMS.

When you will go through the whole process successfully, the green mark indicates
that this feature is set up and activated.

From now you will use the authenticator to sign in to your WebClient account.

Chapter 11 Settings 75
Mail

Clicking Options from the Tools menu opens the Options pop-up window, with the Mail – General tab selected.

Next to general settings you can setup:

Mail Compose
Use this tab to customize the settings for messages
you send and receive. Here you can set things like
digitally sign messages, using SmartAttach or
CTRL+Enter keyboard shortcut.

In the CTRL+Enter field, you may have 2 actions only


– Send and Send now. The third action – Send with
delay - have to be enabled from your administrator by
turning on the delay sending for the whole server in
API console (c_mail_smtp_other_headerfunctions).

If you do not have Send with delay option in the CTRL


+ Enter field, please ask your administrator to set it
up.

Autoresponder
The Autoresponder page allows you to set up an
automatic reply to incoming messages.
This feature is useful for announcing that you are on
vacation. However, please note that if you respond
to a Spam message, you are effectively proving that
you exist and that your email address is valid – thus
causing a large influx of Spam messages to your
address.

Chapter 11 Settings 76
Forwarder
The mail Forwarder will automatically send your messages to other addresses, if you don’t have access to your mail-
box. Option "Forward mail older than" is processing only folder INBOX, without subfolders. This feature forwards mails
aged the exact time specified there, but not older. "Forward mail older than" function does NOT delete mails from
INBOX after forwarding.

Signature
You can define a standard signature which will be applied to all outgoing messages. Another feature you can use
is selecting your aliases or email addresses of groups you are a member of. There is possibility to have several
predefined signatures and use them as needed (Default, Business, Private, etc.).

Aliases
This tab allows you to define/enable/disable your aliases, set Full name for individual aliases and bind them with
signatures defined on the appropriate tab.

You can defined default sent folder per Alias. This apply only to real Aliases that is why the option is disabled for your
Primary and Groups-member originated entries.

Chapter 11 Settings 77
Calendar
Clicking Options from the Tools menu opens the Options pop-up window, with the Calendar – Main tab selected. You
can set how you want certain views to be displayed.

The most important features can be:

Reminder
The Calendar – Default Reminder tab allows you to set default options for new reminders – they do not affect or
override any options for reminders you already have set.

Holidays
If your administrator has loaded holiday files to the system, you can choose which country's holidays you want to have
displayed in your calendar.

Chapter 11 Settings 78
Weather
This tab allows you to add weather forecast for four days to all calendar views (day, week, month).

IM
You can find setup options for WebChat and Chat Window in this folder.

TeamChat
In the TeamChat folder you can set general options (notifications and emoticons) and also digest emails. Digest
emails will notify you about new items in TeamChat rooms where you are participating – it includes pins, files and
mentions.

Chapter 11 Settings 79
WebPhone
Select this option if you want to setup VoIP account or call forwarding.

General
The General tab allows you to customize look and feel of the IceWarp WebClient.
There are a lot of colors in General settings that can be selected to change WebClient look. Default color is blue.
In the Documents tab you can select whether open documents when possible with WebDocuments, WebDocuments
(Read) or Office Suite.

Note: Within the Skin tab you can setup Bigger RTL skin specific for those who write in Arabic. Then the text is
displayed as right-align (on the right side).

Chapter 11 Settings 80
Licenses
This tab is used to transfer activation keys for IceWarp Outlook Sync and IceWarp Desktop Client – besides sending
these keys by email – your sever (domain) administrator can do this.
If activation keys are available, you can find them on the appropriate tabs and use them to activate (already installed)
IceWarp Outlook Sync (IceWarp Desktop Client respectively).
Copy the key and use it when registering the appropriate product.

Import / Export
IceWarp WebClient allows you to export and import Contacts and GroupWare data to various file formats.
These files can be used as backups, allowing you to have restore points, or as a means to copy your data to other
locations.

Chapter 11 Settings 81
Mobile Devices
Clicking the Mobile Devices menu item opens the Devices dialog that lists all devices you have ever used to connect to
IceWarp ActiveSync.

Device options dialog


This dialog consists of three tabs that allow you to manage the selected device properties. Click the Properties button
to open it.

Folders Synchronization
This tab allows you to manage folders that are to be Set other synchronization details here.
synchronized in the device.

Device
On this tab, you can rename or reset your device.

Remote wipe is a total remote deletion of all device


data. It is executed when the device contacts the
server first time after setting it. Administrator can reset
connected mobile devices in 2 ways:

• Soft wipe: deletes only data downloaded from the


server
• Hard wipe: resets the device to factory settings,
deleting data from device and SD cards

Chapter 11 Settings 82
Help
Help TeamChat
Choosing the Help option tab opens a quick help guide TeamChat tab provides you with the short overview how
containing some useful hints and information. to use TeamChat feature.

Apps About
In the Apps tab you will find short overview of desktop About tab reveals information about the current
and mobile apps. WebClient version and it's main features and highlights.

Switch to tablet interface


Choosing the Switch to ... Interface option switches to the given interface. From the desktop interface, it is possible
to switch into the tablet interface and subsequently into the mobile interface. When using a desktop, it is always
possible to switch back.

Old interface
This option is meant for those who like the previous version interface appearance and design. Just click this option
and enjoy the interface you are used to. However, it is recommended to use the new interface as it allows you to use
WebClient capability fully. You will be prompted fortnightly either to Switch to the new interface or to Postpone this
decision. This option can be hidden. Ask your administrator, if you insist on using the old interface.

Logout
Click the Logout menu item to log out from IceWarp WebClient. The WebClient login screen is shown.
For more information on login, refer to the Getting Started – Logging into IceWarp WebClient chapter.

Chapter 11 Settings 83
12. Miscellaneous
Smart Search
It is a simple text input where you specify your words to search for.

Special search keys can be used (but you can still use a search
without keys). These keys are specific to each folder type. To
reveal a list of keys, enter the appropriate folder (Inbox, Contacts,
etc.) and write a “?” (question mark) to the search box. Keys are
different for different folder types. (E. g. keys is:free, is:busy, etc.
(for calendar type folders) do not occur for mail type ones.).
Next to general marks also logical operators such as And/Or/Not/
(/) is possible to use.

Seach Wizard

Click the left-hand icon arrow within the Search field to open the
Search Wizard. Its content differs according to the folder type – mail,
calendar (plus journal), contacts, files, notes.
The following figure shows an example of the calendar folder type
wizard:

Create Search Folder

Click the link to create a search folder. All items that match the search criteria will be placed into this folder. This feature
enables an easy search within more folders.
The Search Folders dialog is shown. Refer to the Create New chapter for detailed description.

Chapter 12 Miscellaneous 84
Tags Management
This powerful feature allows you to perform very efficient search within all folders of one type. You can set tags (one
or more) for all groupware items as well as for emails.
To define a tag, right-click the item, select the Tags item, fill in the Add field and click the button. You can also tick an
tag box in the list of existing tags. Selected tags are shown in the Selected field.

 You can also define a tag when creating a new item. In this case, click the Tags button. The same Tags dialog is shown.

These created tags you can use in the Search Folder dialog – Filter field:

Chapter 12 Miscellaneous 85
Printing options
Besides of usual printing of emails, WebClient allows you to print calendar, contacts, events, tasks, notes and journal
items using the Print Preview feature. You can combine all mentioned item types.

To print more object types, do the following:

1. Double-click the appropriate item to open it. Click the Print button
(printer icon) in the lower right-hand corner of the item window.
Close the item.
Alternatively, right-click the appropriate item within the Items View
panel and select the Print option.
(Use the CTRL+click or SHIFT+click shortcuts to select more items.)

2. The Print Preview dialog opens. (With more items combined


here.) Do not close the Print Preview dialog.

3. Repeat these steps for all items you want to print.


(Use the right-hand cresses to remove unwished items).

4. Click the Print button in the Print Preview dialog. The usual Print
dialog opens. (Optionally, change printing preferences.)

5. Click OK to print the selected items.

Calendar printing

Clicking the Print button while browsing Calendar entries allows you to print
calendar in 2 ways:

1) Calendar print – this option prints the whole calendar including grid,
so the same as you can see on the screen.

2) List print – this option prints list of entries only.

Note: This printing option is possible with Day, Week or Month view only.

Email printing

Clicking the Print button while browsing Mail allows you to print email body.

When printing an email message containing attached image, Print option dialog will appear. There you can select
whether the attachment should be printed or not.

In case that email message is signed with the certificate then email always includes the information about that on
printed document.

Chapter 12 Miscellaneous 86
Tablet Interface Shortcuts

When using the Tablet interface, you can smooth your work by utilizing these shortcuts:

RSS Folders
It is possible to subscribe to RSS feeds of various web sites. Once, you know a RSS channel address (e. g. http://www.
nasa.gov/rss/universe.rss), create a new RSS type folder (see the Tree View – Context Menu – Create New Folder
chapter):

To add or remove a new channel to an existing RSS folder, right-click this folder and select the Manage RSS Channels
item. Use the Add and Remove buttons.

Chapter 12 Miscellaneous 87
Inserting Pictures into Email Body

IceWarp WebClient offers an elegant way how to insert figures directly into an email body.

To insert a figure, do the following:


1. In the right-hand side of a composer window, select the HTML item from the list. (Can be switched into Text.)
2. Place a cursor into the mail body where you want to insert a figure to.
3. Click the Insert icon (+ – within the text editor pane) to reveal the list.Select the Image item. The Image dialog
opens.
4. Select the Uploaded option and upload the wished figures – use the Upload button (1)
5. From the Uploaded list, select the appropriate image and click the OK button. Repeat for other images.

As an alternative to steps 3 to 5, you can fill in the URL field or use the Internal option for figures stored within
WebClient and click OK.

Inserted figures are possible to resize within mail compose window. User can select from following options:
Small, Fit, Original and Remove.

Note: This feature is disabled for Internet Explorer browsers.

Chapter 12 Miscellaneous 88
Enterprise Messaging
For Companies Of All Sizes

IceWarp North American HQ Tel: (888) ICEWARP (432-9277)


Fax: (703) 563-9269
6225 Brandon Ave, Local: (571) 481-4611
Suite 310,
Springfield, VA 22150 [email protected]

www.icewarp.com
89

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