Preside Support FAQ The App Store
Preside Support FAQ

 

iPad

Reading Email

Attachments

Moving Emails

Tags, Exchange Categories, & IMAP Keywords

Search

Folders

Notifications

Sending Email

XSL

Setup

POP

Exchange

Status

Settings

Accounts

Troubleshooting

Using Premium

Tasks



iPad


  • What is the 'Dashboard'?

    The Dashboard is the main screen shown when running the app on an iPad. This is the screen that shows your emails and folders. For most users, the 'Dashboard' is synonymous with "iPad App". We differentiate between the two terms due to the high configurability of Preside. It is possible to run the Dashboard as a 'tab' alongside the tabs from the familiar iPhone version or to not show the Dashboard at all.


  • What are those target icons to the left of some folders? target

    Those icons are tappable buttons that will cause the currently selected email(s) to be filed into the folder to the right of the button. This is the fastest way to file emails in any software on any platform.


  • Can I file with drag & drop?

    YES. To drag an email, tap on the email preview, and leave your finger on the preview until the preview transforms to a smaller icon underneath your finger. That should only take a fraction of a second. Then, drag the email over to the folders on the left. As you drag the email over folders, the current drop target will show black borders. Once the email is over the correct target folder, list your finger to drop the email into that folder.


  • How do I file by searching for the correct folder?

    The top row of the folders section of the screen (usually on the left) contains a search box. Tap on that box and begin typing. As you type, folders will appear whose names match the letters you are entering. Once the correct folder appears, tap on the 'Target' button to the left of the folder or drag an email into that folder. Like other rows in that section of the screen the folders searchbox is collapsable using the gray arrow to its left. It will always automatically expand when you start typing into it.


  • I prefer the mechanism the iPhone app uses for filing. How can I configure the dashboard to offer show an Organize Button?

    • Tap on the Gear button, that is usually second from the right at the top of the screen.
    • Choose Layout
    • Tap on the line that says Top Buttons
    • Scroll down on the next screen until the Organize button appears, and tap on that line
    • Tap on another part of the screen to dismiss that popover.
    • The Organize button should now appear amongst the other buttons at the top of the screen.
    • You can configure the Organize button to appear when swiping across a preview or after tapping on the body button using this same procedure, but by choosing the "Swipe Buttons" line or "Tool bar buttons" line in the 3rd step.

  • How do I resize the different sections of the Dashboard screen?

    Between each resizable section of the Dashboard screen is an accordian style resizing control. For resizing widths, the control looks like this : horizontal resizer, and for resizing section heights, the control looks like this: : vertical resizer. To change the sizes of the sections adjacent to the resizing control, tap on the control and then drag the control left, right, up, or down. This video shows resizing in action: https://www.youtube.com/watch?v=Ox4idw3v43Q&feature=youtu.be.


  • Is there a faster to hide the Folders or other sections of the Dashboard?

    Yes. You can very quickly hide or show the folders, mail details, or mail list by flicking across the resizing controls described in the previous section. To restore the almost hidden area, simply flick on the opposite direction over the resizing control.


  • I don't like the Inboxes in that separate area. Can I hide that pane and put the Inboxes with the rest of the folders like my Mac does?

    To hide the Inboxes section entirely, please tap on the gear button near the top right and then choose 'Layout', On the next screen, in the top section, set the Inboxes option to OFF. That will have the affect of both hiding the Inboxes pane along with adding your Inboxes to the folders area. You can gain futher control over what is on the folders pane by using the 'Grouped Folder Types' settings and others in the Folders section of that same preferences screen.


  • I don't have many folders and I don't really need the folders section quickly accessible. Can I just hide that section altogether?

    To hide the Folders pane entirely, please tap on the gear button near the top right and then choose 'Layout', On the next screen, in the top section, set the Folders option to OFF. That will have the affect of both hiding the Folders pane along with adding a Folder button on the top left that can be used to select a different folder when desired.


  • I love the iPhone app, but I don't like the Dashboard at all. It is possible to make the iPad app like the iPhone?

    Yes. There are two ways to do make the Preside essentially the same on the iPad as it is on the iPhone. If you'd like the app to be a giant version of the iPhone app, you can do the following:

    • Tap on the Settings button at the top right
    • Choose 'More'
    • Tap 'Appearance'
    • On the Appearance screen, make sure the 'Advanced Settings' are on. Then tap on 'Idiom'.
    • Choose iPhone

    That option will emulate the iPhone to the maximum extent possible, including using iPhone controls instead of iPad-only controls like popovers. An alternative (and probably better choice) is to do the following:

    • From that same 'Appearance' screen, tap on 'Tabs' instead of idiom.
    • On the next screen, uncheck the 'Dashboard' tab, and 'check' the tabs that are familiar from the iPhone app.


ReadingEmail


  • How do I mark an email unread?

    To mark an email as unread, please do the following:

    1. Tap on the body of an email while viewing the email
    2. A toolbar will appear near the bottom of the screen
    3. Tap the button (with the white circle) on the far left of the toolbar

    You can also mark and email unread directly from your Inbox. To do that, please do the following:

    1. Swipe across the email preview in your Inbox
    2. A toolbar will appear over the email preview
    3. Tap the button (with the white circle) on the far left of the toolbar

  • Why can I only see 1 attachment?

    Attachments, like most fields in the app, are horizontally scrollable. If something seems chopped off or missing, try swiping across the item to scroll it.


  • How can I delete multiple emails?

    If you tap on the Batch Operations button batch, at the top of your Inbox, you will be presented with the Batch Operations screen. On that screen you can 'check' emails. Then tap the Organize Button at the top right and choose 'Trash'. You can 'Select All' by tapping on the Menu button menu at the top and choosing 'Select All'.


  • Do I need to wait until all the catching up and indexing is done to move messages into folders?

    No. Absolutely not. Once the initial sync has completed, you should never wait for the app. The app prioritizes its downloading based on what you are doing. If you tap on an Inbox, that Inbox that you are viewing will be downloaded before everything else. Similarly, if you tap on a half-downloaded email, the downloading of that email will be prioritized over other downloads. Also, you do not need to wait for the entire email to finish downloading before you move or delete it.


  • I can only see the headers when I tap on an email. Why is the body portion of the email blank?

    Preside tries to hide the 'quoted' text when viewing an email. Instead it offers the prior messages in a conversation style format. Unfortunately, sometimes Preside can do this incorrectly. This usually happens with bottom quoted emails. When that occurs, you can tap on the downward pointing arrow that appears on the line at the bottom of the email that says "Message History". That should reveal the portions of the message that are not displaying.


  • After reading and moving a mail it goes back to the inbox and I have to open the next mail. Can't it just automatically open the next mail?

    If you navigate to More > Filing and you enable the 'Advance after filing' option, the app will automatically proceed to the next mail after the current email is filed or moved to the Trash. Please also note that you can move to the next (or previous) email without filing it by swiping across the body of the email.


  • How can I view & send emails in 'landscape' mode?

    You can enable Landscape mode on the More > Appearance screen. It is the second (or so) option down.


  • How can I see the HTML version of an email?

    Tap on this button: html


  • Why do I have to tap the 'HTML' button? Is there any way the app can always show me the HTML version of an email?

    Yes. Please navigate to More > Appearance > Layout. On that screen, in the 'Email Details' section, you can set the 'Viewer' to "Prefer HTML".


  • Is it possible to block remote images when viewing html emails?

    Unfortunately, it is NOT possible to block remote images at this time. If you're concerned about security, you can work around this issue by viewing the Text versions of emails by default. To do that, please navigate to More > Appearance > Layout and set the Viewer to "Text".


  • My emails are no longer appearing in the correct order. How can I fix this?

    Please navigate to More > Behaviors. In the 'Sorting' section, please change Order By to 'Sent Time', and set the 'Reverse' switch to On. It is also advisable to set the 'Tap to sort' option to OFF. The issue might have arisen because that option was On, which makes it very easy to change the sorting through an accidental tap.


  • Is there a quick way to sort emails in a folder by date, name, or subject?

    Yes. Please navigate to More > Behaviors and set the "Tap to Sort" option to "ON". Once that has been enabled, tapping on the Time, Subject, or Sender of the first email in your Inbox or Folder will change the sorting to be based on that field. Tapping the same item again will reverse that sorting.

    That can sometimes lead to accidental changes. To prevent that, you can enable the "Confirm Change" option that appears directly below the "Tap to Sort" option in the Behaviors preferences.


  • What is the meaning of the red dot that sometimes appears next to the email count?

    This dot appears when there are unseen emails that have arrived while you are reading your email. To see those emails and clear the dot, scroll to the top of your Inbox. The intention of this dot it to indicate that there are new emails without interrupting your workflow. Older versions of the app automatically scrolled to the top of the Inbox when new emails arrived, but that was disconcerting and interruptive. Without that automatic scrolling, newly emails could be missed by users who thought they were already viewing the top of the Inbox. As such, we added the dot.


  • Can I color emails in by Inbox based on their account, sender, ...?

    Yes. Preside has a robust coloring rule system that can allow to configure colors based on various criteria. Use the following steps to color emails based on their account.

    • Go to the Appearance preferences
    • Tap on the 'Coloring Rules' line, which is the third line on that screen.
    • On the next screen tap on the + button at the top right
    • On the following screen, use the top two lines to assign the foreground and background color to use for the tag. It should usually be enough to change only the foreground color, but, if you'd like more distinction between tags, you can change the background color too.
    • Scroll down a bit on that screen and tap the 'Account' line.
    • Select the account for which you would like the rule to apply
    • Tap the back button at the top left to get back to the Coloring Rules screen.
    • Tap 'Save' at the top right
    • Add colors for other account by tapping the + button again and repeating the previous steps

    To color based on sender, follow the previous steps, but enter the sender's email address into the 'From' field insteading of selecting an account when defining the coloring rule. To color based on other criteria, enter the constraints into the various fields on the coloring rule screen.


Attachments


  • Why can I only see 1 attachment?

    Attachments, like most fields in the app, are horizontally scrollable. If something seems chopped off or missing, try swiping across the item to scroll it.


  • How do I view an attachment?

    You should see a button with the name of the attachment in the header section near the top, while viewing an email. If you don't see that line, it might be the case that you need to expand the email headers. Do that by tapping on the gray arrow to the left of the top line that shows the From and Subject information.

    After the attachment button is exposed, it will show a download arrow to the left of the name if it still needs to be downloaded. Tapping on the button will download the attachment. After it is downloaded, the download arrow should disappear. The next tap on the attachment button will show the attachment.


  • Do I need to tap on each attachment, or can I download all of the attachments for an email at once?

    Yes. You can download all of the attachments for an email at once. To do that, you would perform a 'pull-to-refresh' gesture while viewing an email. That is done by placing your finger on the screen and dragging it down. The line at the top will, at first, show an upward pointing arrow and the words, 'Pull to refresh'. As you drag down further, that arrow will flip and the text will say, 'Release to refresh'. At that point, you can raise your finger and the app will download the email, in full, including all attachments.


  • Can Preside automatically download attachments?

    Preside will automatically download attachments for emails that it considers small enough. The determination of whether an email is small enough is dependent on whether a WiFi connection is available, the type of folder the email is in, the Attachements-Downloading setting and the Storage preference on the Syncing preferences screen.

    Your best bet for getting Preside to download attachments more often is to change the "Attachments" setting in the Syncing preferences. The other option is to increase the 'Storage' setting from that same Syncing preferences screen. That will have will have some other ramifications, though.


  • Why do I sometimes see a blank screen when I try to view an attachment?

    Some types of files are not viewable within Preside. For those files, a blank screen will be displayed. At the top of that blank screen will be a 'Share' button that can be used to open the file in another app. There will also be a 'Save' button near the top right that can be used to save the file to iCloud or another file provider.


Moving Emails


  • How can I 'Undo' an accidental move of an email to the Trash or another folder?

    Shake your phone. That will present a prompt asking you to confirm the 'Undo'. Tapping 'OK' will procede with the undo operation.

    Please note that it might take a minute or 2 to accomplish this action. It also places the email back in its position within the Inbox (or original folder) so you might need to scroll a little to find it.

    It should also be noted that the 'Undo' feature of the app is recursive. Shaking the phone again will undo the prior move, and so on. You can undo every move you've made since the app was last started.


  • Why can't I move some emails into my Exchange folders?

    Unfortunately, the Exchange ActiveSync protocol that the app uses to communicate with Exchange servers does not support the uploading of messages. As such, you cannot move an email from another account into an account on your Exchange server. For that reason, the Exchange account and any folders in that account are not shown when filing emails from other accounts.

    This is also the case for batch moves when filing to specific folders. Exchange folders will not be offered when filing multiple emails from different accounts.

    If your Exchange Server is configured to support IMAP, you can add the account as an IMAP account and have full functionality. You will probably need to contact your Exchange Server administrator to find out the IMAP settings in that case. You can read more about the advantages of IMAP over Exchange ActiveSync in this other answer

    If you're using a modern Exchange server, you can connect to that server with the EWS protocol. That is the now the default protocol used by Preside when connecting to Exchange servers. You can read more about the advantages of EWS in this other answer.


  • How do I add a new folder while filing an email?

    Sometimes when filing, you might discover that you need to create a new folder in which to file the email. To do that, tap on the "More ..." option from the initial action sheet. That will bring you to the main Folder Suggestions screen. From there, scroll to the bottom, and you should see your email accounts listed. Tap on the account in which you would like to create the folder. The next screen will present your list of folders. At the top left of that screen is a '+' button. Tapping on the '+' will allow you to create the new folder.

    That process will create the folder, but it will not simultaneously file the email. You can do that by finding the newly created folder in the list of folders that is presented after tapping Save. Or, you can go back one level to the Folder Suggestions screen. On that screen the newly created folder will be at the very top of the 'Recents' section.


  • When I file emails by searching, the search text remains when I try to file the next email. How do I avoid the need to manually clear that each time?

    You can change this behavior by enabling the 'Clear search text' option in the 'Filing' preferences screen. With that enabled, Preside will clear out the search text after an email is filed.


  • Why does it show the wrong folder?

    There are a few reasons why the right folder might not be shown:

    • There are stray emails filed in the wrong folder. 80% of the time, this is the problem when a totally unrelated folder shows up. The best way to see 'why' a particular folder shows up is to chose the More option and then tap the Refresh button at the top right. That will result in several more 'Suggestions' appearing. Under each suggestion will be some terms that influenced the suggestion. If you see any that are wildly out of place, you can go to your desktop and correct the mis-filed emails.
    • There is not enough information within the folder to relate it to the email. Most of the time this will occur as a result of the Days-to-sync option on the account (or folder) being set to a very low number. It can also occur due to the 64 email 'Historical Limit' in the folder settings. Lets say I have a Folder called 'Preside_Users', where I file all of my emails from John Doe. Let's also say that I delete and reinstall the app. When eMailganizer trains itself on the 'EmailGanizer_Users' folder it will only take the last 64 emails received. If there were no emails from John Doe within that last 64, then Preside won't know how to file the next one you send me. Once I file that one, however, the next one you send me should show the right folder. It should be noted that Preside will continue to learn as you file emails, even if you have chosen a very low Historical Limit and/or Days-to-sync
    • The suggestions for the current email were cached before newly learned data has been retrieved. An example of this is if a thread of emails are retrieved at the same time. The suggestions for all of those emails will be calculated before any of the emails are filed. This surpresses Preside's normal processing which favors folders that a member of the thread has already been moved into. We will someday have a fix for this issue. Until then, tapping on More and then the Refresh button at the top right will ignore the cache and recalculate the folder suggestions.

  • Is there anything else I can do to get the right folder to show up more often?

    One other thing you can do is to go to the More > Filing and set the number of Suggestions to 5. It is also helpful to set the 'Recents' to 1. This will show more folders in the action sheet, and increase the chances of showing the right one.


  • Do you support client-side rules/filters?

    No. If the app is working properly and your folders are organized in a consistent fashion, rules should not be needed. The app should be able to show you the 'right' folder almost all of the time.

    As for rules that work on emails before they are read, these are best off done on the server where they can be set up once and affect every single device and email program. Most modern email providers provide a way of doing this through a 'Rules' or 'Filters' section of the webmail interface.


  • What settings do you recommend for someone that uses server-side filtering?

    Preside contains 2 mechanisms that help deal with folders that are used as part of server-side filtering. The mechanism that will help most with this is dependent on how the folder is used.

    If your server-side filtering moves emails into folders that are treated as inputs only, changing the folder type to List will be very useful. 'List' folders are, for the most part, treated like additional Inboxes. They are show on the Inboxes screen and they should generally not be left to collect old emails for reference.

    If your server-side filtering moves emails into folders that are used as both a recipient of new emails as well as a reference archive of older emails, then the 'smart folder' called 'Unread folders' can be very useful. Turning that feature on will show any folder with unread emails in your Inboxes tab. Once you've read all of the emails in that folder it will be remove from the Inboxes tab and treated as a reference folder.


  • What settings do you recommend for someone who files all or most of their email into a single-folder?

    Preside has various options that quickly allow you to file emails into a single folder. To make use of those options, you would first change the 'Folder Type' of that folder to a 'Repository'. To do that:

    • Navigate to the folder on the Folders screen
    • Tap on the Menu button menu
    • Choose Settings
    • On the next screen change the 'Folder Type' to 'Repository'
    • Tap Save

    In most cases, you will want a repository folder for each of your accounts. Once you've made those changes, tapping on the Repository button html or executing the "Archive" meta action will move emails into that folder.

    Next, you'll want to configure that Repository button to appear at the top of the screen and for swipes:

    On the iPhone:

    • Go to the More screen
    • Tap on the Appearance line
    • Tap on the Layout line
    • Tap on the 'Top buttons' line in the 'Email details' section
    • Check the "Repository' option
    • Go back to the "Layout" screen
    • Tap the 'Swipe buttons' line in the 'Email list' section
    • Check the 'Repository' option

    On the iPad:

    • Tap the Settings button at the top right
    • Tap on the Layout line
    • Enable the Show Tags option in the Email Details section

    Next, you'll want to add the ability to move an email into that folder with a swipe gesture:

    • Go to the Behaviors preferences
    • Scroll down to the 'Gestures' section
    • Tap on the 'Swipe right' line
    • Tap on 'Archive'

    If you use 'Force touch', you might also want to add a 'Peek' action that moves the email into the Repository folder:

    • Go to the Behaviors preferences
    • Scroll to the 'Force touch' section
    • Enable the 'Peek' option
    • Tap on the 'Peek actions'line
    • Check the 'Repository' option

  • How do I mark an email as 'spam' and move it into the spam folder?

    Unfortunately, the current version of the app does not support marking an email as junk or spam. We will be adding that to a future update. If you'd like to stay informed about new updates, please join our mailing list. Also, we prioritize new features based on feedback we receive. As such, if you'd like to see this added sooner, rather than later, please let us know that by sending an email to mail@preside.io.

    It is possible to quickly move an email into your spam folder (or any other folder), however. See the next answer for information about how to do that.


  • How can I quickly file emails into a specific folder?

    There are two options for doing that. The easiest one is to setup the folder as a 'Favorite' and then setup the 'Move actions sheet' to include favorites. Here's how to set that up:

    • Navigate to the folder from the Folders screen.
    • Tap the Menu button menu
    • Choose "Settings ..."
    • Enable the 'Favorite' option
    • Tap Save
    • Navigate to the More > Filing screen
    • Tap on Favorites
    • Set Favorites to 1 or more

    After making that change, the favorited folder will appear in the action sheet after you tap the Organize button to file an email.



    The other way to quickly file emails into a specific folder is to setup a 'Meta-action' to do exactly that. Here's how that is accomplished:

    • Navigate to More > Advanced > Meta actions
    • Tap the Add button menu
    • Enter a name for the meta action
    • Tap on the sub-actions section
    • Tap the Add button menu
    • Tap on the 'Command' line and select 'Move'
    • Tap on the 'Item' line and select 'Original'
    • Tap on the 'Folder' line and select a folder
    • Tap the back button at the top left
    • Tap the back button (again) at the top left
    • Tap Save

    After the meta-action has been created, you can setup a gesture to invoke that action by navigating to the More > Behaviors screen and tapping on one of the gestures in the 'Gestures' section and select your new meta action. You could also configure the 'Meta actions' button to appear while viewing mail, and use that to invoke your new meta action. You can learn more about how to configure buttons at this answer.


Tags, Exchange Categories, & IMAP Keywords


  • Does Preside support Exchange Categories?

    Yes. Preside refers to Exchange Categories as 'Tags'.


  • Does Preside support IMAP Keywords?

    Yes. Preside refers to IMAP Keywords as 'Tags'.


  • Does Preside support MailTag Tags?

    Not at this time. We will be supporting this in a future update, but it is currently of a low priority. If you'd like for us to support MailTags tags sooner, please send an email requesting that to mail@preside.io


  • Why does Preside refer to Categories & Keywords as 'Tags'?

    This was done in order to avoid duplication of what is essentially the same functionality for the two different account types. Rather than having a 'keywords' button for IMAP accounts and a 'categories' button for Exchange accounts, we thought it best to combine them. We do understand that this can be confusing, however. As such, we might revisit this decision in a future update.


  • I'm connecting to my Exchange Server through IMAP. Can I assign Exchange Categories by using IMAP Keywords?

    No. Exchange Servers do NOT support IMAP Keywords. If Microsoft ever does add this support, it is doubtful they will connect the keywords to categories.


  • What are some limitations of IMAP Keywords?

    There are a couple of issues to be aware of when using IMAP Keywords. The first of these is that many IMAP servers do not support them. That means that you might lose all of your carefully added tags if you change email providers. The second issue with IMAP keywords is that the entire list of keywords for a folder is transmitted every time the folder is 'selected'. That can be a lot of extra data and slow down the app. As a rule, you should try to keep the number of keywords used in particular folder to a minimum.


  • How do I show the tags for an email?

    On the iPhone:

    • Go to the More screen
    • Tap on the Appearance line
    • Tap on the Layout line
    • Enable the Show Tags option in the Email Details section

    On the iPad:

    • Tap the Settings button at the top right
    • Tap on the Layout line
    • Enable the Show Tags option in the Email Details section


  • How do I show tags for emails in my Inbox and folders?

    On the iPhone:

    • Go to the More screen
    • Tap on the Appearance line
    • Tap on the Layout line
    • Enable the Tags option in the 'Email list' section

    On the iPad:

    • Tap the Settings button at the top right
    • Tap on the Layout line
    • Enable the Tags option in the 'Email list' section


  • How do I add a tag to an email?

    You can add a tag to an email by tapping on an existing tag while viewing and email and choose 'Edit'. You can also add tags to emails by configuring a Tag button to appear in on one or more of the screens within Preside.

    If you're just starting out with the app, and you make extensive use of Categories, one option is to use the Presets mechanism. At the very top of the More screen is a Presets option. One of those presets is labelled 'Tagger'. We've tried to set that up specifically for people that make extensive use of Exchange Categories. After selecting that preset, Preside will show the 'Tag' button at the top of the screen when viewing an email. It will also show the Tag button when an email is swiped while viewing your Inbox or folder.

    If you've been using the app for a while, and you've already changed various other options within the app you should NOT use the presets, since that will remove those other customizations. Instead, you should manually configure the button to appear.

    Once you've configured the Tag button to appear while viewing an email, tapping on it will show present a screen that shows all of your tags along with a field up top that shows the existing tags for the email. You can add a tag by tapping on one of the ones displayed or by typing an entirely new tag. Typing will also filter the displayed tags so that only tags with matching text are displayed.


  • How do I view all emails with a specific tag?

    You can view your tags by going to the More screen and tapping on the 'Tags' line. Tapping on one of the tags from there, will show all of the emails with that tag. If you'd like quicker access to that Tags screen, you can configure it as a tab. To do that, go to the More screen. Then tap on 'Appearance' and then 'Tabs'. On that next screen, check the 'Tags' option.

    You can also view the tags for an email by tapping on the tag while viewing the email and choosing 'View'.


  • Can I persist a specific tag as a 'Smart Folder'?

    Yes. Here's how:

    • Go to the More screen
    • Tap on the Appearance line
    • Tap on the More line at the bottom of the Smart folders section
    • On the next screen, tap on the + button
    • Scroll to to the General section and tap on the Tags line
    • Select the tags you would like to include
    • Enter a name for the Smart Folder
    • Tap Save

  • When adding an Exchange task, Why don't I see any of my existing categories?

    Preside will import any existing category that has been assigned to one of your emails.

    Unfortunately, the current version of the app does NOT import the categories that have already been assigned to tasks. This will be added in a future update. Until then, you can work around the problem by doing the following:

    • Using Outlook on a desktop computer, add all of your categories to a single email
    • Open Preside and allow that email to sync
    • That should import all of your categories for use when creating tasks
    • You can then delete the email or remove all of those tags using either Preside or Outlook.


  • How can I add a tag that contains spaces?

  • Can I view my Inbox grouped by tag?

    Yes. Here's how:

    • Go to the More > Behaviors screen
    • Scroll to the bottom and enable the 'Show advanced settings' option
    • Tap on the 'Group by' line in the 'Sorting' section
    • Choose 'Tag'

    It is also possible to use that setting for only a specific folder or Inbox. Here's how you would do that:

    • Go to the specific folder or Inbox
    • Tap the Menu button menu
    • Choose "Settings ..."
    • Scroll to the bottom and enable the 'Show advanced settings' option
    • Tap on the 'Group by' line in the 'Sorting' section
    • Choose 'Tag'
    • Tap Save

    Finaly, if you have a relatively small number of tags, an alternative option is to setup a 'Filter bar' to appear at the top of your Inbox. This will allow you to quickly filter your Inbox to show only the emails in a specific tag. This would be setup by doing the following:

    • Go to your Inbox
    • Tap the Menu button menu
    • Choose "Layout ..."
    • Tap on the "Filter bar" line
    • For each of your tags, tap add
    • Enter the name of the tag for the Name
    • Tap on the Tags line and select the tag
    • Tap Save
    • Enable the switch next to the newly created filter

    Once that has been done, a bar will appear across the top of your Inbox that shows each of the tags you've added with the process above. Tapping on the tag in the bar will show only the emails in your Inbox that also have that tag. Please note that bar is horizontally scrollable, so it does support a good number of tags.

    Unfortunately, the Dashboard screen on the iPad does not currently support grouping emails or using the Filter Bar. We will be adding support for that in a future update. If you'd like to stay informed about new updates, please join our mailing list. Until we add that support to the Dashboard, you would need to enable additional tabs from the More > Appearance > Tabs screen and use one of the other tabs for grouping by tag.


  • Can I color emails in based on their tags?

    Yes. These are the steps for doing so:

    • Go to the Appearance preferences
    • Tap on the 'Coloring Rules' line, which is the third line on that screen.
    • On the next screen tap on the + button at the top right
    • On the following screen, use the top two lines to assign the foreground and background color to use for the tag. It should usually be enough to change only the foreground color, but, if you'd like more distinction between tags, you can change the background color too.
    • Scroll down a bit on that screen and tap the 'Tags' line.
    • On the next screen, select the tag for which you are assigning the color. If you have a lot of tags/categories, type its first few letters in order to find it.
    • Tap the back button at the top left to get back to the Coloring Rules screen.
    • Tap 'Save' at the top right
    • Add colors for more tags by tapping the + button again and repeating the previous 5 steps

    After you've done that, emails with matching tags will be colored in accordance with the rules you have setup when you view them in your Inbox or other mail lists.


Folders


  • How can I enable a unified Inbox?

    A Unified Inbox can be enabled by navigating to More > Appearance. The 3rd section on that screen contains the virtual folders that can be enabled. If you enable the 'All Inboxes' smart folder, a unified inbox will appear along with the other inboxes on the Inboxes screen. The Unified Inbox will contain all of the emails from all of your Inboxes in all of your accounts.


  • Is there a way to show only my Unread emails?

    If you navigate to the More > Appearance screen, the 3rd or so section down is the 'Smart Folders' section. In that section, you can enable the 'Unread Emails' option. That will add a folder to your Inboxes screen that shows only your unread emails.


  • Why are folders I've deleted still appearing? How do I remove a folder from the Trash?

    By default, to fully delete a folder, you will need to empty the Trash that the folder has been moved to. In order to do that, please navigate to the Trash folder. Then tap the Action Button actions at the top of the screen. Then choose 'Empty Trash' and confirm the warning.

    It is also possible to configure Preside to allow the deletion of folders that are already in the Trash. To do that, go to the More > Filing screen and configure the 'Delete from Trash' option to allow folders.


  • How do I create a new folder?

    Preside offers a few different mechanisms for creating a new folder.

    • On the Folders tab, tap on the 'Edit' button. A '+' button should now appear. Tap that button to add the new folder.
    • You can configure that '+' button to always appear, from the More > Appearance > Layout screen. Use the 'Top buttons' option in the Folders section
    • Also on the Folders tab, you can tap the Menu button near the top left. Then choose "New ...", and proceed accordingly.
    • Another option is to navigate to the parent folder of the folder you'd like to create. When viewing that parent folder, tap the Menu button, second from the left. Then choose 'New ...'. That will present the 'New folder' screen with the parent folder defaulted to the folder your are currently viewing.
    • You can also create a new folder while filing. To do that, choose 'More ...' when presented with the filing suggestions. On the next screen scroll down to the bottom, and tap on the account in which you would like to create the folder. On the following screen tap the '+' button near the top right.
    • From the Dashboard screen (on the iPad), you can create a folder by tapping the Menu Button near the top left and choosing 'New'.

  • How do I move folders?

    You can move folders by tapping the Edit button at the top right when on the Folders screen. Then use the controls on the right hand side of the folder rows to drag the folder row to a different place. To drag it to the top level, drop it on the row that has the account name.


  • I'd like to see all of my Trash (Sent, Drafts,...) folders in one place like a desktop email client. Is that possible?

    Yes. To set this up, please navigate to More > Appearance > Layout > Grouped Folder Types (in the Folders section). On that screen, select the folder types you would like to see grouped together at the top of the folder list. After making the changes, any of the selected types will appear near the top of the Folders screen. From there, you can select on the parent folder to view all of the emails in all of your accounts for that folder type, or you can expand that parent folder to view them separated out by account. In short, those folders will work just like the similar folders you might see in a desktop email client.


  • Is is possible to change the order of my Inboxes?

    To change the order of the Inboxes on the Inboxes screen, tap the Edit button at the top left. Then use the controls on the right-hand side of each Inbox row to drag the Inboxes to your preferred positions. Then tap Done at the top left.

    If you're working in the Dashboard screen on the iPad, you can rearrange the Inboxes in the Inboxes pane simply by dragging them to the correct position.

    Unfortunately, it is not yet possible to reorder the accounts and Inboxes on the other screens. Please let us know if this is something you would like to see added to the app. For now, you will need to delete and reenter your accounts in the preferred order if you need to change the order of your accounts.


Notifications


SendingEmail


XSL


  • What is all that gobbledygook when edit my signature?

    If you're trying to edit your signature, you might have encountered some weird, confusing text. That text is an XSL style sheet. It provides very sophisticate formatting for email templates.


  • When do I need to use XSL?

    In most cases, you do not need to use XSL. It is only necessary when you want variable substutions when composing emails. Most signatures and valedictions do not need substitutions and, as such, do not need any XSL. The standard greeting does substitute recipients names as they are entered, so that one does require underlying XSL, but the WYSIWYG editor shown when you edit that greeting from More > Sending is usually sufficient to allow editing of the preceding salutation without delving into XSL.

    If you want to use different greetings, signatures, salutations, ... depending on the recipients, subjects of emails, or any other sort of conditional, then you will need to work with some raw XSL code.


  • What are quickparts, snippets, and templates?

    The terms refer to the various tools within the app that assist with composing emails. All three of these tools allow for plain text, html, nothing, or XSL. In fact, the implementations of these tools are generally the same. They differ in where and how they are used. A brief description of each term follows.

    • Snippets are content that you can insert while writing an email by tapping on the {} button or by entering an abbreviation that matches one previously setup for a snippet. These snippets can contain XSL if they need substitution.
    • Quickparts are special snippets used for certain components of emails. Specifically, there are quickparts for signatures, greetings, valedictions, reply attributions, and forwarding headers. Like other snippets, these can contain XSL, HTML, or plain text. It is expected that users will customize these quickparts to their own liking.
    • Templates define the structure for full emails. There are templates for new emails, replies, and forwarded messages. In most cases, it is not necessary to customize these. That being said, some users do add templates that they then choose between when sending emails.

  • How can I import quick parts, snippets, or templates into the app?

    Copy the file you are editing onto your iCloud Drive, Dropbox account, or one of your other storage accounts. For the quickparts and templates, you can navigate to the particular item and choose 'Custom' to get to the XSL editor. On the next screen, tap on the Menu button nd choose 'Import'. For the snippets, you can tap on the 'Snippets' line in the Sending preferences. From there, tap on the Menu button and choose 'Import'.


  • I'm using the WYSIG editor. How do I insert substitutions?

    Near the top of the screen, you'll see the 'Snippets' button. Tapping on that will show a list of snippets over the keyboard. Tapping on a snippet that contains XSL will insert it into the editor with its name boxed. Later, when you reply to an email, that boxed snippet will be replaced with the appropriate information.


  • How do I edit raw xsl directly?

    While you're in the Xsl editor, tap on the Menu button and choose "Show source".


  • How do I edit HTML directly?

    While editing a quickpart, tap the Menu button and choose "Show source". Clear out the text and then enter html. The html you enter MUST start within <html> and end with </html>.


  • How do I setup a custom greeting, valediction, or signature for specific recipients?

    This is the type of thing that does require editing of XSL in order to create a new quickpart. You can refer to this annotated sample file for an example of a custom greeting. You can download that file from here. Hopefully, the annotated version is explanatory enough and you'll be able to replace the sample greetings and email addresses with your own.


  • What's the recommended process for getting these just right?

    It usually takes a few iterations to get these right. As such, it usually makes sense to use a desktop/laptop computer to work on these nd then import them into the app. A good approach to run this sample XML file with your XSL file with a command like, 'xsltproc sampleCustomGreetings.xsl sampleEmail.xml' to see what gets output. When it's to your liking, copy the file to your iCloud drive and import it into the app


  • Is there a DTD, XSD, or any sort of documentation?

    Unfortunately not. For now, you'll need to figure out things from the various sample files. You can download all of our system quickparts, tempates, and sample XML data files as a guide. Also, we're happy to answer any questions you might have and/or provide help. Please send us emails as info@preside.io with questions.


  • This seems overly complex. Are there any other options?

    We do understand that this is overly complex. Hopefully, we can eventually add some other options. If you've got any suggestions, please send them are way, or just tell us what you'd like to accomplish. Maybe, as we get a feel for the types of things people are doing, we can simplify things a bit.


Setup


  • How long should the initial setup & synchronization take?

    This varies wildly. For most users, it should take less than an hour, but it is dependent upon how many folders you have and how many emails are stored in each of your folders. For users with around 1,000 folders, it should take about 2 hours for IMAP accounts and much longer for Exchange ActiveSync accounts.


  • Why does it take so long?

    The app needs to download 64 emails from each of your folders in order to learn your filing behavior so that it can suggest the right folder when you file an email. This is the minimum number of emails required for the auto-suggestion algorithm to work to our high standards, and these emails need to be downloaded in their entirety.


  • Is there any way to speed it up?

    If you are connecting to an Exchange Server, please note that those servers often have throttling policies that limit the speed at which email clients can access the server. One way to speed up the app (both during setup and daily operation) is to modify those policies to allow for faster access. If you change the Exchange ActiveSync Throttling Policy on the server, you should also modify the 'Rate Limiting' option in the Advanced Account Settings screen for the account within the app. Please remember to tap SAVE if you make any changes.

    It is not recommended, but if you are using Exchange ActiveSync to connect to your account, you can set the 'Days to sync' option to 1 month or less. This setting is in the 'Advanced' section when entering your account information. Please note, however, that the auto-suggestions will initially not work properly if you choose to do this. Over time, they should work better as the app downloads more of your filed emails.


POP


  • Does Preside support POP3?

    Yes ... but using these account is HIGHLY DISCOURAGED. The reason for this limitation is that Preside needs to access your email folders in order to be useful. With IMAP, these folders are stored in your email account in the cloud. That makes them accessible to all of your devices and all of your computers. Without IMAP (or another suitably advanced protocol) your email folders can only be stored on a single device. So, if you download a POP3 email into a folder on your computer, there is no way to access it on your phone (and vice versa).


  • Why is IMAP better than POP?

    IMAP works like webmail. There is a master copy of all of your emails and all of your folders that lives on your server in the cloud. Any operation you take on any email in any email program on any device will be reflected on all of your devices and all of your email programs. Unfortunately, POP does not work like that. It is an older protocol that lacks any sort of folder support. Use of POP generally leads to different emails residing on different devices and different programs which is the antithesis of organization.


  • Why should I give up my free POP-only ISP email account?

    That account is not really free. The account will be shut off if you ever change to a different internet provider, and someday there will be a much faster technology that you will want to switch to.


  • How do I convert away from my POP account?

    Most of the big email providers provide a way of periodically importing your POP mail into your new account. We recommend iCloud for free email and Rackspace Mail for a paid, enterprise grade email solution.


Exchange


  • My Exchange Server is configured to support the IMAP, Exchange ActiveSync (EAS), and Exchange Web Services (EWS) protocols. Which should I use?

    If you're only using Preside for emails, and you don't use Exchange Categories, we still recommend IMAP for connecting to your Exchange account.

    If you're on an Exchange 2013 server or later, and you do use Exchange Categories, Tasks, or Contacts, we recommend connecting with the EWS protocol.

    .

  • Why are IMAP & EWS more suitable than Exchange ActiveSync?

    • IMAP and EWS are robuist enough to allow the email client full control over the synchronization process. Since Preside needs to download 64 emails from each folder in order that it can learn filing behavior, this is VERY important. ActiveSync provides some support for limiting the number of emails to be downloaded, but it is time-based rather than number based. Additionally, there is no choice between '1-month' and 'forever'. That ultimately means that to get 64 emails from a folder, 1000 might need to be downloaded.
    • Most Exchange servers have an ActiveSync Throttling Policy that limits the number of requests an app can make on the server within a certain period of time. That causes it to be much slower than the other protocols, which usually do not have that limit.
    • ActiveSync provides no way of asking the server, "How many emails are in this folder?". The best it can do is to provide an estimate (sometimes way off) of the number of adds & deletes to a folder since it was last synchronized. This causes the 'numbers' to be off in Preside.
    • ActiveSync provides no mechanism for uploading an email to the server. This means that you cannot move emails from another account into an ActiveSync account. (Preside does have a workaround for this issue on the latest Exchange servers, but it is still less than ideal.)
    • ActiveSync for Exchange Servers 2003 & 2007 do not have proper support for flags changes on the server side. So, if you reply to an email on your desktop machine, Preside will not be able to update the 'replied' flag on its copy of the email.

  • How can I add Exchange tasks if I am connecting through IMAP?

    You can add the account again as an Exchange account, but with emails disabled. That is accomplished from the Advanced section while setting up the account.


  • How does EWS compare with IMAP?

    EWS has support for Exchange Categories, Tasks, & Contacts, whereas IMAP only supports email. On the other hand, IMAP is a much lighter weight and faster protocol than EWS, and it uses less data. Additionally, Preside has supported IMAP for years, while the EWS implementation is very new.


  • I've been using the app since before EWS was available. Should I switch to EWS?

    If you're currently using ActiveSync to connect to your server, then Yes, you should switch to EWS. If you're currently using IMAP for your email and you're using ActiveSync to add tasks, you should still also switch. If you're only using the app for emails and you're connecting with IMAP, then you can proceed without switching over.

    The best process for switching to EWS is to leave your existing account alone and add a new account from the More > Accounts screen. Select "Exchange 2016 (EWS)" as the account type when entering the account, and choose a Nickname for the account that distinguishes it from your existing account. Let the app do its syncing and then use that account for a few days to make sure everything is working right. Once you're satisfied that the new account is working well, you can delete the old account by tapping the Edit button on the More > Accounts screen.


  • Which, if any, Exchange ActiveSync policies does Preside support?

    Preside currently does not enforce any of the Exchange ActiveSync provisioning policies. Most of those policies do not make sense for individual apps, and these policies should already be enforced by iOS, provided the account is also added to the device in the iOS Settings app. We do recognize that some of these policies do make sense for individual apps, and that users might be interested in how Preside handles issues related to the various provisioning policies. As such, we've listed the various Exchange ActiveSync provisioning policies below with relevant information. As always, we welcome feedback to mail@preside.io about specific policies that it makes sense to enforce within the app.

    • AccountOnlyRemoteWipe - is fully supported by the app. A remote wipe will delete the account from the app.
    • RemoteWipe - this will act like an AccountOnlyRemoteWipe. It will delete the account from Preside
    • AllowBlueTooth - This does not make sense on an app level
    • AllowCamera - Use of the camera is always allowed
    • AllowConsumerEmail - Users can add any email account to the app
    • AllowDesktopActiveSync - The app can NOT sync with Desktop ActiveSync
    • AllowHTMLEmail - The user can choose to configure an HTML viewer or Plain-Text viewer for viewing and/or an HTML editor or Plain-Text editor for composing emails.
    • AllowInternetSharing - The app can NOT provide internet sharing.
    • AllowIrDA - The app can NOT allow IRDA.
    • AllowPOPIMAPEmail - The app DOES allow use of these accounts. IMAP is the preferred protocol for connecting with servers and the app will run 10x faster over IMAP than over ActiveSync.
    • AllowRemoteDesktop - The app does NOT support this.
    • AllowSimpleDevicePassword - The app only allows for a simple 4-digit passcode to open the app or no app-level passcode. Presumably iOS is already requiring the user to use a simple or complex password to unlock the device, so the app-level password is secondary to that.
    • AllowSMIMEEncryptionAlgorithmNegotiation - The app does NOT support this, but I don't think weak ciphers will work. I'm not sure on this one.
    • AllowSMIMESoftCerts - The app DOES support S/MIME certificates
    • AllowStorageCard - This is NOT supported by the app or iOS.
    • AllowTextMessaging - The app can NOT send text messages
    • AllowUnsignedApplication - This is NOT applicable on an app level.
    • AllowUnsignedInstallationPackages - The app can NOT install packaged (signed or unsigned)
    • AllowWiFi - The app ALWAYS allows WiFi connections, but it would be constrained by what is allowed by iOS.
    • AlphaNumericPasswordRequired - The app does NOT allow app-level complex passwords. Presumably, iOS is already requiring this to unlock the device.
    • ApprovedApplicationList - This is NOT applicable on an app-level
    • AttachmentsEnabled - The app ALWAYS allows attachments for viewing and composing
    • DevicePasswordEnabled - This is not enforced by the app, but the user can be configure an app-level 4-digit passcode.
    • DevicePasswordExpiration - The app does NOT support this. Presumably iOS respects this and requires the change in order to unlock the device.
    • DevicePasswordHistory - The app does NOT support this.
    • MaxAttachmentSize - The app does NOT respect this setting. Attachments of any size can be downloaded or sent by the app. Super-huge attachments might crash the app, though.
    • MaxCalendarAgeFilter - The app does NOT sync Exchange calendars.
    • MaxDevicePasswordFailedAttempts - This is NOT supported for the app-level password. iOS enforces this when unlocking the device.
    • MaxEmailAgeFilter - The app does NOT support this. Users can configure any of the options when adding the account or on a folder-by-folder level.
    • MaxEmailBodyTruncationSize - The app does NOT support this setting. The app will try to download full mime emails up to a certain size that is determined based on a variety of factors including the size of the email, whether it is an Inbox, the connectivity, and configuration options in the app. For emails deemed inefficient for full mime download, the app will truncate at 128K.
    • MaxHTMLEmailBodyTruncationSize - This is handled exactly like MaxEmailBodyTruncationSize.
    • MaxInactivityTimeDeviceLock - The app does NOT support this. There is a user setting whereby the user can set the conditions when the app will allow auto-lock to occur. I am not sure how this interacts with the iOS handling of this setting.
    • MinDevicePasswordComplexCharacters - See other Password options.
    • MinDevicePasswordLength - See other Password options.
    • PasswordRecoveryEnabled - The app does NOT support this. If an app-level passcode is set and the user taps, "Lost passcode", the app will prompt the user to enter the actual password for a select account configured in the app. If that password matches, the user is allowed access to the app.
    • RequireDeviceEncryption - The app ALWAYS uses iOS file protection to encrypt data at rest, but it uses the NSFileProtectionCompleteUntilFirstUserAuthentication which will allow access first unlock of the device after startup.
    • RequireEncryptedSMIMEMessages - The app does NOT enforce this policy. Users can send an receive encrypted S/MIME messages after they've imported their S/MIME certificate into the app and configured the appropriate settings. Users can configure the app to S/MIME encrtypt every outgoing message and warn the user when that is not possible.
    • RequireEncryptionSMIMEAlgorithm - The app does NOT enforce this policy, but it probably won't handle weak ciphers well.
    • RequireManualSyncWhenRoaming - The app does NOT enforce this policy. Users can explicitly force manual-syncing only by changing the 'AutoSync' setting to 'Never'.
    • RequireSignedSMIMEAlgorithm - The app does NOT support this policy, but weak ciphers probably won't work well.
    • RequireSignedSMIMEMessages - The app does NOT enforce this policy. Users can configure the app to always use an S/MIME signature and issue a warning if that is not possible.
    • RequireStorageCardEncryption - This is NOT applicable to iOS devices.
    • UnapprovedInROMApplicationList - This is NOT applicable to individual apps.


Status


  • Why won't the number on the Status tab go away?

    Unfortunately, sometimes these pending actions can get 'stuck'. There are various reasons this can occur.

    In order to fix the issue, the first thing to try is to reboot your device and restart the app.

    If that does not help, please navigate to each of your accounts into More > Accounts and then tap Save. If that produces an error message, please send us screenshot of that error. If it does not produce an error, it can sometimes correct the problem.

    If that does not help, please go back to the Status screen and tap on the line that says ' actions pending'. The next screen will show you the actions the app is waiting to perform on the server. Tap the Edit button at the top right and then tap the red circle next to the top listed action. Then tap Cancel on the right hand side of that row in order to cancel that action. Hopefully, the rest will go through after you cancel the top one. If they do not, please try canceling 1 or 2 more and see if the rest go through then.

    If all else fails, tap the Action Button actions at the top of that screen. Then choose, 'Cancel All' to cancel all of the pending actions.

    If this issue recurs often, there is some other problem going on that needs to be investigated.


  • What are the numbers at the top of the Status screen?

    It is usually safe to ignore the numbers at the top of the Status screen. Here's what they mean, though, starting from the left:

    • > n - is the number of emails that the app currently has in its database.
    • of n - is the number of emails that the app *plans* to have in its database. This can be smaller than the prior number due to deletions that have not been processed (and some other things).
    • n available - is the number of emails on the server.

    It should also be noted that the numbers don't really represent the number of emails downloaded. They refer to operations to be performed on the email to get it fully downloaded. For example, if 6 emails have had their headers downloaded, but not their bodies, the n number might be 3 even though 0 emails have been fully downloaded.


  • Why is the number downloaded bigger than the planned downloads?

    This occurs as the result of deletes & moves that have occurred on the server, but have not yet been updated in the app.


  • Why does it say 'Catching Up'?

    'Catching up' can usually be ignored. The app should occasionally return to the 'Up to date' status, however. If you leave the app running on the Status screen for a while and that never occurs, then there is a problem that needs to be investigated.


Settings


  • What's with all the settings?

    Most mobile apps do one thing very well, and they require very little customization. That is not the case for email clients. Due to the nature, history, and ubiquity of email, everybody likes to manage their email a little differently. We've made the app highly configurable to accomodate as many different email management styles as possible.


  • How can I learn what a setting does?

    If you perform a Long tap on the name of the setting, the Pasteboard (copy,cut, & paste) menu will appear. At the right of that menu will be a Help option. Tapping on the Help choice will bring you to the section of the User Guide that explains that setting.


  • What are 'Presets'?

    'Presets' are groups of settings that can be easily loaded with a few taps. We've included a few different preset themes within the app, and you can also save your own customized group of settings as a configuration.


  • What's the 'More' screen and how do I find it?

    The 'More' screen is the top level screen where you can access various settings, content, support, and documentation for Preside. On the iPhone you get to the 'More' screen by tapping on the More tab at the bottom right. On the iPad, tap the Settings button near the top right and choose 'More' from the menu displayed as a result of that tap.


  • How do I transfer my settings between devices?
    • Navigate to More > Advanced > Import/Export
    • Check all of the items you would like to export
    • Tap on the Export button
    • It's usually easiest to choose iCloud as the export location
    • When loading Preside, tap the Menu Button near the top left, and choose 'Import/Export'. (If Preside has already been setup on the destination device, please go to More > Advanced > Import/Export on that device)
    • Select the previously exported file & enter the password
    • Wait while the app imports your settings. This make take a while, so please be patient.
    • If the app reports any errors, please navigate to those accounts (in Preside) and re-save them.

  • What are 'Buttons'?

    Buttons are the things you tap in order to get the app to do things. They can be represented as text or icons. In most cases they appear at the top of the screen. but they are also used when emails are swiped in the Inbox and when the email body is tapped while viewing the email. Most actions you can take on emails within the app occur as a result of a tap on a button within one of those places. By configuring the buttons that appear in those places, you can personalize the app to match your email management style and make those actions you use most more prominant.


  • How do I configure buttons?

    You can configure the buttons that appear on each screen by going to the More screen and then tapping 'Appearance'. On the next screen, tap 'Layout'. (Please note that Layout option will not be present unless the 'Show Advanced Settings' option is also enabled.)

    There is a section on that Layout screen for most of the other screens in the app. The most important sections for configuring your email actions are the 'Email list', which is your Inbox, and the 'Email details', which is the actual email screen. The Email Details section offers two main button areas. The 'Top buttons' appear at the top of the screen, and they should be the actions you use most. The 'Tool bar buttons' are buttons that appear when the body of an email is tapped while it is being viewed. Usually, you would enable less frequently used actions to appear in that place. The 'Other buttons' option is for legacy purposes, and it should be left blank.

    To configure the buttons that appear in those places, tap on the relevant line in the Email Details section and 'check' or 'uncheck' the various options on the next screen by tapping on the empty circle to the right of the various options.


  • How do I can I add other email processing options when I swipe on an email preview?

    • Go to More > Appearance > Layout
    • Tap on the row labeled 'Swipe buttons' in the top section that is titled 'Email list'
    • 'Check' the various buttons you would like to appear when you swipe across an email preview


  • How do add the ability to swipe an email into the Trash, like the iOS app does?

    • Go to the More screen
    • Tap on the Behavios line
    • Scroll down the to Gestures section
    • Tap on the 'Long swipe left' line
    • Tap on the 'Trash' line


  • How can I share my configuration?

    You can save your own preset configuration by navigating to the More screen and tapping on the Custom 'Presets' line. Then tap the Menu button and choose "Export". After you save the configuration as a file in Dropbox or iCloud, you can email them like any other file.

    If you've got an interesting configuration, please email it to us so that we can include it in a future update of the app.


  • Can I create my own Color Theme?

    Yes. Here's how:

    • Go to the More screen
    • Tap on the Appearance line
    • Tap on the Color Theme line
    • Scroll down and tap on the 'Custom Button'
    • Choose the colors for the various components and tap 'Apply'


  • How do I show the number of unread emails on the application icon?

    If you navigate to More > Appearance , there is a setting labelled "Application Icon" that is in the Unread Email Counts section. If you turn that to On, the 'badge' on the Application Icon for unread emails will be enabled.


Accounts


  • How do I delete an account?

    To delete an account, navigate to the More > Accounts section of the app. Then tap on the Edit button and the top right. Then tap on the red circle to the left of the account to be deleted. Then confirm the delete by tapping on the Delete button to the right of the account to be deleted.


  • I cannot find the name I entered when I added my account. How can I edit the name that appears on the From line of my emails?

    The name that appears on the 'From' line of your emails is controlled by your Identity. Each account has a default identity that is created at the time the account is added. The name on the Account screen is only used when creating that default identity. After the initial account entry, the properties of the Identity need to be modified from the Identity Settings screen that is accessed from the More > Identities screen.


  • How can I enter different servers for my incoming & outgoing emails?

    To set up separate incoming and outgoing email servers, please do the following:

    • When entering the account, please navigate to the Advanced screen and set the 'Send emails' option in the Features section to OFF.
    • After the IMAP account has been properly saved, please add another account and select SMTP as the account type.

  • How can I access files in my Dropbox account?

    To add your Dropbox account to Preside, please do the following:

    • Go to More > Accounts
    • Tap on the + button at the top right
    • Enter ‘Dropbox’ as the account type
    • Enter a nickname for the account
    • Tap SAVE at the top right

  • What's the System account? Do I need it?

    The System account provides the interface between the Preside and your iOS Contacts. If you'd like for the app to use entries from your iOS contacts for the purposes of autocompleting email recipients, then you need this account. In general, there are no downsides to keeping this account. Unless you have hundreds of thousands of contacts, the account won't take up much space. If you do delete the account, you will not be able to restore it without fully deleting and reinstalling the app. As such, if you'd like to try using the app without it, it is recommended that you go to the Advanced section of the account and set the "Contacts" option to OFF. Then TAP SAVE.


Troubleshooting


Using Premium


  • How can I check if Premium was properly activated after my purchase?

    The easiest way to check if Premium is active on the iPhone is to look for the existence of the Premium tab premium at the bottom of the screen. If that tab is no longer present, then Premium is active. On the iPad's Dashboard screen, you would check for the existence of the Premium button at the top of the screen.

    If you're logged into your Preside.io account, you can also check your subscription status by tapping on the More tab, towards the bottom right. On that screen, scroll down to the Premium section and tap on 'Status'. On the iPad, you would get to that same 'More' screen by tapping on the Settings button near the top right and choosing, "More".


  • How do I activate Premium on my other devices?

    • Tap on the Premium tab premium on the other device (or the Premium button at the top if it's an iPad).
    • Tap Login at the top right
    • Enter your Preside.io account information and Tap Save

    In most cases, Premium will be activated within a few minutes of logging in on the new device. If that does not occur, or, if you were already logged in on the device, you can go to the More screen and scroll down to the 'Premium' section. Tap on the 'Subscriptions' line in that section and allow the folder to sync. Premium should activate once that syncing is complete.


  • Where are the Premium color themes?

    The premium color themes should usually download to your device a few minutes after Premium has been activated. Once the themes have been downloaded, you can access them from the More > Appearance Color Themes screen. They will appear below the standard themes.

    Sometimes it might take longer to sync the Premium color themes, especially if the app is busy syncing other things. To prioritize the color theme syncing, you can go to the 'More' screen and scroll down to the Premium section. Tap on the 'Color Themes' line in that section and allow the app to sync that folder.


  • How do I use the Copy Folder feature?

    • Navigate to the folder to be copied
    • Tap on the Menu button Menu
    • Choose 'Copy to'
    • Select the account, folder, and whether you would like to also copy all of the subfolders and their descendants
    • Tap Save

  • How can I determine when my Premium subscription expires?

    If you're using the app, and you're logged into your Preside.io account, go to the More screen. Then, scroll to the 'Premium' section and tap on 'Status' within that section. That screen provides information about your Premium status, including the expiration date of your most recent subscription.

    You can also check on your status on our website at: https://preside.io/AccountInfo.html>


  • Premium doesn't seem to have been activated after my purchase. How do I correct that?

    In most cases, the Premium subscription should be automatically activated within a few minutes of your purchase. If for some reason, that doesn't occur, here are some things you can try:

    • The first (and easiest) thing to try is to restart the app with either the App Switcher or a reboot.
    • If restarting the app doesn't help, please verify your Preside.io account has been added by going to the More > Accounts screen. If you don't see the account, add it by tapping in the + button at the top right and selecting 'Preside' as the account type. If you haven't already registered for an account, do so now.
    • Once you have a Preside.io account, there will be a Premium section on the More screen. Tap on the 'Subscriptions' line in that section. That should sync your existing subscriptions and display them.
    • If things still aren't working, go to the Folders tab and scroll down to the 'Device' account. Under that account is an Outbox. Tap on that folder. If the subscription information is stuck in the Outbox, that should force that to sync and upload the subscription.
    • Next, try visiting the Subscriptions folder again to sync the new subscription.
    • If none of that helps, please send an email to mail@preside.io and we will get the issue corrected.
  • I've purchased and activated Premium, but I'm still seeing the 'Smart-filing limit exceeded message'. How do I get that to go away?


    If you're sure Premium has been activated by following the steps here, and you're still seeing the 'limit exceeded' message, please try fully restarting the app with either the App Switcher or a reboot. If that doesn't help, please contact us at: mail@preside.io.


Tasks


  • What type of Tasks/Todo support does Preside offer?

    Preside provides the ability to add emails as tasks to a multitude of 3rd party apps. It also provides full task management through Reminders and/or direct connections to Exchange and Toodledo accounts.


  • How do I enable Tasks support?

    For the basic functionality of just adding emails as tasks to 3rd party apps, you don't need to do anything. Just tap on the Tasks button while viewing an email and the compatible apps installed on your device should be offered as options. Tapping on one of the options will launch the app with the information from the email prefilled into a new task screen in that 3rd party app.

    On the iPhone, Full Tasks functionality is generally enabled by going to the More > Appearance > Tabs screen and enabling the Tasks tab. If you'd prefer not to add a tab to the bottom bar, you can still access your tasks from the More > Tasks screen, but we generally recommend adding a tab.

    On the iPad, if you're using the Dashboard, the Tasks folders should appear along with your other folders on the Folders pane. Additionally, you can add a tasks pane, by tapping the Settings button and then Layout and enabling Tasks in the top section.


  • How can I show the start date and/or other properties on the tasks lists?

    This is done by setting the 'Lines' preference to something other than 0 in the 'Tasks list' section of the More > Appearance > Layout screen. Increasing that number will increase the information displayed for the tasks.


  • How can I show tags in the tasks lists?

    This is done by enabling the 'Tags' option the 'Tasks list' section of the More > Appearance > Layout screen.


  • Can I set default values for new tasks so that I don't have to reenter the same information each time?

    Yes. Do this from the Tasks section of the More > Behaviors screen. First tap on 'Initialization' and select 'Default values'. That will cause a new 'Default values' row to appear. Tap on that and enter the default values for your new tasks.


  • I don't use the 'Active Tasks' folder. Can Preside start on a different folder?

    Yes. Go the to the Behaviors preferences and scroll down to the Tasks section. Tap on "Initial folder" and select the folder you'd like to start on.


  • Can I group my tasks by category, something else, or nothing at all?

    Yes. This can be done for on a per-folder (or smart-folder) basis, or throughout the app. The default settings for the app are in the Tasks section of the Behaviors preferences. To change the setting for a specific folder, go to that folder and tap on the Menu button and choose 'Settings'. Tap on 'Group by' and select 'None' or one of the other options.


  • Why are there duplicate tasks?

    If you have your Exchange/Outlook account setup in both the Reminders app and Preside, the smart folders like, 'Active Tasks' will show each tasks twice. To resolve the issue, you can navigate to one of either your Exchange account or the 'iOS Services' account from More > Accounts. Tap on the 'Advanced' row and disable 'Tasks' in the features section. Then Tap Save.


  • I'm grouping my tasks by priority. Why are the sections out of order?

    In the current version of Preside, the 'Order By' field controls the order for both the sections and the items in each section. This means that it is not currently possible to order the sections by priority, but the items within each section by start-date. This will be addressed in the next update. Until then, we recommend that you set the Order-by to 'Prioririty (highest to lowest)' if you are grouping by priority. Within each group, items will be sorted by modification time.


  • My tasks app and/or tasks account provider is not supported. Will you support it?

    Simple integration with tasks apps is relatively easy for us to implement, provided those apps support URL scheme's for adding tasks. As such, please send us an email to mail@preside.io about your app and we will add support for it, if possible.

    It is a bit more difficult to add full tasks support that syncs with your task provider, but we are happy to research any provider and determine what is possible. Please let us know about your tasks provider, and we will try to add support.


  • How do I remove an attachment from a task?

    While viewing the task, perform a long-press gesture on the attachment icon to be removed. An menu will appear from the bottom of the screen. Choose 'Remove'.


  • How do I add an attachment to a task?

    Usually, you can just tap on the Attachments line while viewing a task, and you will be brought to a screen where you can select the attachment to be added. Sometimes, however, the attachments line is already filled with attachments, and it is difficult to tap the attachments line without automatically being brought to the attachment viewer screen. In those cases, you can perform a long-press on gestur on one of the existing attachment icons and choose 'New'.