Federated Email User Guide

Federated Email is a new AviontéBOLD feature, coupled with Federated Single Sign-on, which is available for Enterprise clients, that allows HCM users to leverage the power of Microsoft integrations to connect their Outlook account for emailing from Bold and sync email Activities directly to BOLD from their MS Outlook account.

Key Takeaways

1. Federated Email with Outlook 365 is now available in AviontéBOLD.

2. After logging into BOLD for the first time, you’ll need to configure your Email Sync Folders and Filters.

3. Once you’ve selected and saved your folders, you will need to Log Out of BOLD and Log Back In for the changes to take effect.

Steps to Follow:

1. Go to the Avionté Marketplace.
   Click on your profile picture and navigate to the Avionté Marketplace.
   
   
   
   
2. Find the App in the Avionté Marketplace.
   Search “365” (without the quotes) and click Settings.
   
   
   Note that Sync with Outlook 365 is disabled by default.
   
   
   
3. Enable Sync and Select Sync Folders.
   • Click “Sync with Outlook 365”.
   • You will see your email folders populate (this may take about a minute).
   • Select your desired Sync Folders.
   • Use the ‘search’ box to filter down to specific folders.
     
     
     
4. SAVE your Sync Folders.
   You MUST click “Save Folders” for your selections to be saved. (Clicking done without saving will result in your folders not saving).
   If you save your folders correctly, you’ll see a confirmation at the bottom of the window.
   
   
   
5. Click Done; Log out and back into BOLD.
   Once you’ve selected and saved your folders, you will need to Log Out of BOLD and Log Back In for the changes to take effect. After successfully logging in, your emails will begin to sync for the folders selected. Emails sent or received will begin to sync after setting up your sync settings.