00:00: This video demonstrates how to synchronize your email and calendar using CARET.
00:03: It covers signing in, folder mapping, and completing the sync process for Microsoft
00:08: and Google accounts.
00:11:
00:12: Hello and thank you for joining.
00:13: On this particular session, we will cover how to sync your email as well as your
00:20: calendar.
00:20: To
00:21: begin, you will need to be on your main dashboard as shown here.
00:29: From the dashboard, you should see the email box as well as the calendar box.
00:37: We will refer to these as widgets.
00:41: Starting on the email widget,
00:44: I am going to select sign in with Microsoft because I use Office 365 or
00:52: Outlook here at my firm slash company.
00:58: If you are a G Suite or Gmail user at the firm, then you would use sign in with
01:04: Google.
01:07: When I click sign in with Microsoft, the
01:13: box will pop up and try to log me into Microsoft.
01:18: If I only have one Microsoft Office 365 account or Outlook account, then it may
01:25: bypass
01:26: you typing in your email because it already recognizes that email address.
01:31: In my
01:34: case, I have two accounts.
01:38: And so I'm going to sign in with the one that I want to sync email with.
01:48: It also recognized my password for Microsoft because I was already logged in.
01:55: This varies from firm to firm based on security settings and how you store your
02:02: usernames and passwords.
02:05: But if it does not bypass the
02:09: user email address login, then you'll enter your Microsoft email or your Outlook
02:14: email, if you will, as well as the password.
02:19: If it does bypass, then you should be seeing the screen that I'm on.
02:25: And this screen gives you the opportunity to map your folders from
02:31: caret to
02:33: mimic your folders and outlook.
02:38: The same concept applies for Gmail
02:42: or G Suite.
02:45: The easiest way to do this is just make sure that your inbox here labeled on top for
02:53: caret Carrot Legal is
02:55: set to mimic your inbox here in the dropdown
03:00: for Office 365 or Outlook.
03:04: Again, my sent and caret should match my sent and
03:10: Outlook, so on and so forth.
03:14: As you can see, my trash here wants to default to the archive folder and Outlook,
03:19: but my
03:21: deleted items are the equivalent of
03:25: trash and caret.
03:27: and my spam is the equivalent of junk.
03:30: So this may take some finessing,
03:32: but it's just mapping your folders to mimic the ones in Outlook.
03:38: Okay, I'll click update email settings,
03:41: and that will prompt this
03:43: carrot legal email to start to sync with my Outlook.
03:46: Once that's started, I will go ahead and on the right hand side,
03:51: I will go to the share sync on the calendar and
03:56: begin syncing my calendar with my Outlook.
04:01: Again, I'm going to select the Microsoft option because that is what my firm or
04:05: company uses.
04:08: If you use G Suite, you'll want to sign in with your Google account.
04:13: Here, again, because I have two Microsoft accounts, it's showing both.
04:19: If you only had one and you were already logged into the browser with your Microsoft
04:24: Office 365 account, it may bypass this altogether.
04:30: For those of us who are not logged in or have more than one account, it will have
04:35: you select the account or type it in as well as enter the password.
04:40: And because I've already synced my calendar a few times, it's going to give me a
04:43: little bit of a notification here, so that's more than fine.
04:55: For those of you who've never synced a calendar before,
04:59: it'll prompt you that you are going to start syncing.
05:03: that new calendar.
05:06: And once it's finished, it will tell you.
05:09: There we go, looking for that success notification.
05:14: You will receive an email that will also tell you once it's finished syncing,
05:18: because that can take just a little while for it to sync up everything, and it
05:23: really just depends on how many emails you have and how many calendar events you
05:27: have.
05:28: But once it's done, you will will receive an email for the calendar syncing.
05:33: And that is how you sync your email and calendar in Carrot.
05:38: Thanks for watching.
05:54: Learn to connect and sync your email and calendar in CARET, including account sign-in,
05:58: folder mapping, and receiving sync completion notifications.