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- Log in to the Admin Panel
- Provision Vaults
- Assign Administrative Roles
- Manage user's access to their Vaultastic accounts and other features
- Secure Vaultastic account using Vaultastic Application feature access
- Secure Vaultastic account access using Account Lockout
- Secure Vaultastic account access using Password Policies
- Secure Vaultastic Account using 2 factor authentication
- Define the max file size for export jobs
- Reset the password of a Vaultastic account
- Customize your Vaultastic domain
- Download Vault Contents
- Download Vault Properties
- Delete a Vault from the Active store
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- Step 1: Share Public IPs of your outgoing SMTP servers
- Step 2: Create the Send Connector in Exchange 2013
- Step 3: Adjust Maximum Message Size
- Step 4: Disable Exchange 2013 Non-Delivery Reports
- Step 5: Enable Exchange 2013 Journaling for All Users
- Step 5: Enable journaling for specific users in Exchange 2013
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- Step 1: Share the Public IP addresses of your outgoing SMTP servers
- Step 2: Create a Mail Contact in Exchange 2007
- Step 3: Configure Message Format Settings
- Step 4: Create a Send Connector Exchange 2007
- Step 5: Enable Journaling for All Users of Exchange 2007
- Step 5: Enable Journaling for Selected Users of Exchange 2007
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- Accessing LegacyFlo and Ideolve
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- Login to LegacyFlo
- Submit a request
- Submit multiple requests
- Scheduling the submission of LegacyFlo requests
- Verify the input parameters of a request
- Update the input parameters of a request
- Search for a request
- Start execution on a request
- Generate a summary report
- Generate a detailed report
- Delete a request
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- Import from a data file to Vaultastic V4 Active Store
- Import from a mailbox into Vaultastic V4 Active store
- Upload from a mailbox to Vaultastic V4 Open store
- Backup GDrive data onto the Vaultastic Open or Deep Store
- Backup Freshdesk Solutions to Vaultastic Open or Deep Store
- Backup OneDrive data onto the Vaultastic Open or Deep Store
- Backup M365 Teams data onto the Vaultastic Open or Deep Store
- Backup M365 Teams data onto the Vaultastic Active Store
- Backup documents from M365 Sharepoint to Vaultastic Open or Deep Store
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- Backup data from a mailbox to a data file on your own S3 bucket
- Backup data from Vaultastic V4 Active store to your own S3 bucket
- Backup from GDrive to your own S3 bucket
- Backup Freshdesk Solutions to your own S3 bucket
- Backup from OneDrive to your own S3 bucket
- Copy, Move or delete files from S3 buckets
- Copy Files from AWS S3 to Google Cloud Storage
- Copy Files from AWS S3 to Azure Blob Storage
- Copy Files from AWS S3 to a FTP server
- Copy Files from a FTP server to an AWS S3 bucket
- Backup M365 Teams data to your own S3 bucket
- Backup Sharepoint Site Documents to your own S3 bucket
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- Login to the SkyConnect Admin Panel
- Provision users and update user properties one at a time in SkyConnect
- Provision Users and Update User Properties in Bulk using the SkyConnect admin panel
- Delete a user in SkyConnect
- Export user properties
- Search for a specific user
- Reset account password of a user
- Set a vacation reply of a user
- SkyConnect Usage Dashboard
- Storage Management
- Provision Groups or Distribution Lists in SkyConnect
- Manage group members in SkyConnect
- Export a group members list in SkyConnect
- Delete a group or distribution list in SkyConnect
- Manage License
- Customize your domain
- Subscribe SkyConnect Reports
- Archive to Vaultastic
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- Sign up to Ideolve
- Login to Ideolve
- Understanding User Interface
- Customize your Ideolve account
- Creating and managing workspaces
- Accepting an invitation to join a workspace
- Adding notes
- Tagging
- Sharing notes
- Assigning Note Permissions
- Managing Note level controls
- Publishing notes
- Searching
- Collaboration in Ideolve
- Exporting Notes
- Share feedback
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Ideolve Integrations
Learn how to integrate Ideolve.
Articles
Getting API Key and Client Id for third-party integration
Overview Use the Client Id and API Key to connect to the third-party apps. Find your integration details from the Settings section of Ideolve. Follow the steps mentioned below to obtain these details Login to Ideolve On the top of the Applic...
Ideolve API Documentation
Overview
Version
4
Contact
support@ideolve.com
License
Mithi commercial license
Terms of service
https://docs.mithi.com/home/terms-of-servic...
Integration with Freshdesk
Overview The Freshdesk + Ideolve integration can help address two critical uses in your organization Information / Communication Archival Organizations use Freshdesk to communicate with customers to answer their queries or solve their prob...
Integration with Zoho CRM
Overview The Ideolve + Zoho CRM integration can enable two important use cases in your organization Information Archival Organizations use Zoho CRM to keep track of accounts and deals. This is important data that needs to be archived for de...
Integration with Zapier
Overview
Zapier is a SaaS automation platform that helps build workflows across applications. Each application with a peculiar specialization listed on the platform provides a list of triggers and actions. Users of Zapier can choose the...
Integration with Email
Overview The Ideolve email connector allows you to upload any data sent to Ideolve via an email to be converted into a note. This connector is very useful to collect any kind of data into Ideolve and make it available for collaboration. Data colle...
Integration with Vaultastic Active Store
How you can ensure compliance management with Vaultastic Regular proactive audits of email communication are crucial to mitigating conduct, reputational, and financial risks. Organizations need to manage the risk related to information leakage a...
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