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iPad

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Moving Emails

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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 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?

    Yes. This can be set using the 'Load remote resources' option. You can get to that option by tapping the Menu button Menu while viewing an email and choosing Layout, or you can access it from the HTML section of the More > Appearance > Layout screen. When blocking remote resources, it is generally a good idea to configure the 'Load images' button to appear somewhere in order that you can load the images on demand when you choose to do so. That button will automatically be configured to appear at the top of the email body whem the 'Load remote resources' option is set, but you might want it placed elsewhere.

    It is also possible to block remote resources when replying to emails. That setting is configured within the Sending preferences screen. By default, when using the HTML composer, all images from the original email are loaded when replying to the email so make sure to set that option if this is a concern.


  • 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.


  • The text in some of my emails is sometimes really big (or small). Is there a way to fix this?

    Unfortunately, resizing the text for arbitrarily formatted emails is complex, and there are issues with some emails that can cause Preside to get things wrong and produce unreadable text. There are some settings that can help with this problems. Specifically, you can go to the More > Appearance > Layout screen and scroll to the HTML section. Then set the 'Reformatting' option to None. You can also try some of the other choices along with the 'Text size' setting.

    Additionally, it is advisable to configure the 'Smaller font' and 'Larger font' to appear on the Mail Details screen. On the iPhone, this can be done by tapping on the 'Other buttons' line in the 'Email details' section of that same More > Appearance > Layout screen. On the iPad Dashboard, you can configure these by tapping on the Gear button near the top right and choosing 'Layout'. On the next screen, tap on the 'Mail Details buttons' line in the 'Buttons' section.


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 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 Add
    • Enter a name for the meta action
    • Tap on the sub-actions section
    • Tap the Add button Add
    • 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.


  • Does Preside have a spam filter?

    No. That sort of thing is best off done on the server where all of your email software can be affected by a single filter. Beyond that, it's not generally possible for an email client to do proper spam filtering, as that requires scale that doesn't work for a single email user. To work effectively, client-side spam filtering would need to make use of a spam filtering service. That would have privacy issues, be cost prohibitive, and generally not provide much benefit beyond the filtering being performed by your email provider.

    Ultimately, in 2023 you should not be receiving much spam, which is defined as emails that cannot be legitimately unsubscribed from. Most email providers do a very good job of spam filtering, and most big corporations make use of high-grade enterprise spam filtering services. If you are receiving a lot of spam, it might be a natural assumption is that this is something that still affects email users to the extent that it did 15 years ago, but that assumption would be incorrect. For example, at GoodHumans, we have had public email addresses (like info@goodhumans.com) on the internet for the past 20 years, and we only receive a handful of spam emails per week.

    Anyway, the first place to address spam issues is at your email provider. Use their web interfance to make sure that your spam filter is configured correctly. If you're certain you've got things setup to the extent possible on their site, and you're still receiving tons of spam, then you might consider switching email providers.


  • Can I mark emails as spam/junk?

    In the current version of the app, there is no simple, single-button way to do this, but we will add something in a future update. Until then, for IMAP accounts, there is a work-around using Meta Actions.

    Unlike spam filtering, marking emails as Junk or Not-Junk can actually help your email provider to improve their spam filtering. In general, though, a single user marking emails won't have much affect. It is the aggregate of lots of users marking similar emails that provides the algorithms with the data they need to effectively filter spam. In other words, your ability to mark an emails as spam within the app won't have much affect on whether similar emails are recognized as spam in the future.

    Still, we recognize that the ability to mark emails as Junk or Not-Junk not only feels good, but it is a worthwhile feature that can help improve spam filtering. To that end, we will add the ability to mark emails as Junk into a future update. Unfortunately, that will only work fully for Exchange/Outlook/Office accounts. The problem with IMAP accounts is that there is no agreed upon standard for marking an email as Junk or Non-Junk. Different providers use different mechanisms. If you're using email software that allows you to mark an email as spam, but that email software is not from your provider and the software isn't using a built-in filter, then actions that software is taking in response to marking an email as Junk might not be having any actual affect on the spam filtering at your email provider.

    That said, for some IMAP accounts, marking an email with the '$Junk' flag and/or moving it into a 'Spam' folder will help your provider to recognize the email as junk and use that information in its learning algorithms. Given that, when we do implement this feature, that is what we will do for IMAP accounts. For now, this can be accomplished through the use of Meta-Actions, using the following procedure:

    • Navigate to More > Advanced > Meta actions
    • Tap the Add button Add
    • Enter a name (like 'Junk') for the meta action
    • Tap on the Sub-actions line
    • Tap the Add button Add
    • Tap on the 'Command' line and select 'Tag'
    • Tap on the 'Item' line and select 'Original'
    • Tap on the 'Tags' link
    • Select the '$Junk' tag. If it does not exist, then your email provider might use a different flag, moving the email into the spam folder might be enough, or it might use a completely different action. Try looking for other tags that might mean something similar and use them. Also, go manually tag an email with the '$Junk' tag and that should cause it to show up in this place. For more information about tagging emails, please refer to this section of the FAQs
    • Tap the top back button
    • Tap the Add button Add
    • Tap on the 'Command' line and select 'Move'
    • Tap on the 'Item' line and select 'Original'
    • Tap on the 'Folder' line and select 'Junk' in the 'Special folders' section
    • 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 Meta actions to appear while viewing mail, and use that to invoke this action. If the button route is chosen, make sure to go to the 'More > Appearance >' Layout > Email actions' screen and enable the new meta action so that it appears in the menu when the Meta actions button Meta actions is invoked.

    Lastly, to setup the ability to mark an email as NotJunk, you would use the same procedure except the tag would be '$NotJunk' (in the 9th step) and you would move the email into the Inbox folder (in the 14th step)


  • What about marketing emails? Can they be filtered?

    While 'spam' is defined as emails that cannot be unsubscribed from, people sometimes use the term 'spam' when they are referring to legitimate, legal marketing emails. The best approach for marketing emails is to use the unsubscribe links they contain. Preside does allow you to configure an Unsubscribe button Unsubscribe that can be used to quickly unsubscribe from most emails that allow for it. You can learn more about how to configure buttons at this answer.

    Those legitimate marketing emails often do contain headers and/or other information that would allow them to be filtered into smart folders or searched upon. We might try to incorporate something to make use of that information in a future update to the app.


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 hope to support this in a future update, but we are no longer sure if that is possible, as MailTags has changed its tags storage mechanism in recent years. It would require some work in both apps to add this functionality. If you are someone would like to see this happen, please let us know by sending an email to mail@preside.io. It wouldn't hurt to email the MailTags developers and request this feature, as well.


  • 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?

    Unfortunately, this is not possible in the current version of the app. For now, the only work-around is to use your webmail or desktop interface to change the tag so that it uses and undercore (_) or hyphen (-) instead of spaces.

    We're not sure if we will be supporting spaces in a future update, as they only work for Exchange categories and not IMAP keywords. That said, we'd like to hear from you on this. Please send us an email at mailto@preside.io if you'd like for us to add this capability.


  • 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.


  • How can I delete a tag?

    You can delete a tag by going to the Tags screen. If you don't have the Tags tab configured, you can get to that screen by going to the More screen and scrolling to the Content section and tapping 'Tags'. Once on the Tags screen, tap the Edit button at the top. Then, tap the red circle button to the left of the tag name, and tap the Delete button when it appears.

    The above mechanism will not work if there are still emails, tasks, or other items with that tag applied to them. In those cases, Preside will not allow you to delete the tag. This is because Preside obtains its list of tags from the items they are applied to, and the tag would eventually come back. You can get around this issue by removing the tag from any item to which it is applied, and repeating the delete process.

    Often, a better option than deleting the tag is to 'Hide' the tag so that you don't see it. To do that, go to the Tags Screen and tap on the tag you'd like to hide. On the next screen, tap the Menu button Menu and choose 'Settings'. That brings you to a screen that provides 3 visibility settings for the tag. You can tap on each of the rows for a full description of each setting. In general, if you set the 'Searchability' to 'Hidden', the 'Show in lists' to 'Off', and the 'Show in emails' to 'Off', the tag will be completely hidden. Tap Save at the top right to save the settings. You can view your hidden tags, in case you want to unhide them, at the 'More > Advanced > Hidden tags' screen.

    Finally, please note that the above operations only apply to app's local databases. Preside does not support deleting categories from your Exchange server's master categories list, nor does it support deleting an IMAP keyword from your IMAP server's list of flags.


Folders


Notifications


SendingEmail


  • I don't like the buit-in sending features. Can I configure the app to use the iPhone's native email support for sending emails?

    To use the native iPhone client for sending emails, please navigate to each of your accounts from More > Accounts. Then change the entries in the bottom section for 'New emails', 'Replies', & 'Forwarding' all to 'iPhone'. Then Save the account again. Then, go to More > Sending and change the Default Identity to iPhone.


  • How do I add an attachment to an email?

    While composing an email, perform a Long Tap on the body of the composition. This will bring up the Pasteboard Menu. The right hand button on that menu is labeled, "Attach". Tap on that button and you will be able to select an attachment.


  • Emails sent from Preside have very large text. Is there a way to correct that?

    Yes.

    • Go to the More > Sending screen
    • Scroll down to the 'Formatting' section
    • Disable the 'Match editor font' option
    • Tap on the 'Font' line that now appears directly below the 'Match editor font' line.
    • Select the font you would like to use for your outgoing mail

    Please note that, due to a known issue with the app, the size of the font is specified in pixels, and not points. We intend to address this issue in an update soon. Until the, 15 is usually a good choice for the size that will look good in most email clients.

    Also, please note that, when selecting the font, if you have the 'Bold text' setting enabled your iOS Accessibility Settings, you will need to choose a 'Font Family' that differs from the 'Default' setting, if you do not want your outoing mail to be bold.


  • Why is there a camera flip icon stash on my email composition screen?

    We call that the Stash Button. It allows you the stash the draft aside for later editing, while you return to the email viewing portion of the app. This is useful if you want to go back and read through some more of the email thread, or look at some other related emails. Once a draft has been stashed, all of the compose buttons in the app will show a badge composeWithBadge indicating there is a stashed draft. Tapping on that button allows you to resume the draft, clear the stashed draft, or start a new draft.


  • Why aren't my sent emails going into my expected Sent mail folder?

    The first thing to check when investigating issues with your Sent mail is the Advanced Account Settings for the account you are sending from. You can get to these by navigating to the More > Accounts screen and tapping on the account. On the next screen, tap on the 'Advanced' line. From there, scroll down to the 'Syncing' section and tap on the 'Sent messages' setting. By default, that is set to 'Auto', which means Preside will sometimes rely on the server to file Sent messages. It will do this for email providers known to take care of this function. Sometimes, however, that setting has been disabled for the server or it is not performing that task for some other reason. In those cases, you can change this option to 'App uploads to Sent', which will allow to Preside to handle the Sent mail and provide a little more flexibility. That said, if you make this change and the server is still set to handle the storage of Sent messages, you'll end up with 2 copies of each Sent message.

    If is handling the storage of Sent mail, by default, it will upload those sent messages to a folder in the same acount whose Folder Type is set to 'Sent'. If there are multiple folders in the account with that Folder Type, Preside will use the folder with the shortest path. This means that a folder with the name 'Sent' will be preferred over a folder named, 'Deleted items'. The best way to alter that behavior is to make sure that only a single folder has its Folder Type set to 'Sent' for each account. This FAQ answer provides some information about how to resolve the issue.


  • How can I automatically File, Archive, or do other things after sending an email?

    If you navigate to More > Sending in the app, there are some preferences you can set that control the actions that occur after sending an email. To take full advantage of these, you should set the 'After Sending' option to 'Choose Later'. You should then tap on 'Send action sheet' and check any of the actions you might like to perform after your email is sent.

    With that setup, you will be presented with an action sheet when you tap the 'Send' button. This will have a menu that allows you to choose how you would like to process the mail after it is sent.

    If you'd prefer to always perform a single defined action (like Archiving the original email) after sending, you can set the After Sending option to that action, rather than to Choose Later. This will bypass the action sheet and automatically perform that action after the email is sent.


  • What's an 'Identity'?

    An Identity is the way to configure different groups of settings for sending email. If you use the same signature and headers, templates, ... for all of your accounts, you can leave the settings for each Identity at its default and it will just use the information from your Preferences.

    If, however, you would like to have different signatures, headers, or other settings for each of your accounts, you can modify the settings for the identity associated with each account that needs a custom signature. Furthermore, you can use identities to create different groups of settings for new emails, replies, & forwards. You can even use identities to use different settings for specific folders.


  • What's the difference between Aliases and Identities?

    In Preside, aliases are only used when reading emails in order to identify whether or not the email came from yourself. Only email addresses from which you do not send emails should be added as aliases. Identities are used when sending emails. Any email address from which you send emails should have an associated Identity.


  • Identities seem complicated. I just want to send from an alternate email address or name. How do I do that?
    • Navigate to the More > Identities screen
    • Find and tap on the existing identity for the account you will be sending email from
    • Tap on the Copy button Copy near the top left to duplicate the identity
    • Tap on the 'Nickname' line, and enter a new name for the identity
    • Tap on the 'Address' line, and enter the alternate email address you would like to send from
    • Tap the Save button Save near the top right

    After completing those steps, Preside should automatically choose the correct identity when replying to an email based upon the email address the email was received on.

    Please note that some servers will not allow sending from unauthorized email addresses


  • Can I change the identity I'm sending from while composing an email?

    Yes, with the caveat that once you've started typing into the body of the email, changing the identity will not update anything within the body. Specifically, the Signature, Greeting, Valediction, ... will not change to match the new identity. The 'From' name and address, sending account, and other identity related information not contained within the body of the email will update to the loaded identity, as you would expect. In general, it best to change to the desired identity before entering the content of your email.

    To change the sending identity from the compose screen, you can do the following:

    • In most configurations, the name of the sending identity is displayed at the center of the top bar of the compose screen. Tapping on that will present the list of available identities.
    • Some configurations won't show the identity name in the top bar. In those cases, tap the Menu button Menu and choose, "Load Identity ..." to choose the identity from which to send.


  • Can Preside prompt me for a sending identity when I start an email?

    Yes. If you'd like for the app to prompt you to choose an identity before presenting the compose screen, you can do the following:

    • Navigate to each of your accounts from the More > Accounts screen
    • Tap on the Advanced line
    • Scroll down to the identities section and set each of the identities to 'Choose Later'
    • Top the back button at the top left and then Tap Save to save the account


  • How do I get rid of those two lines at the bottom of my email that say 'Thanks, -<my name>'?

    Those lines that appear at the bottom of the email before the signature are the Valediction. To remove them, please navigate to More > Sending. Then tap the line that says Valediction and choose 'None'. Like almost all of the Sending preferences, this can be set on a per-identity basis too.


  • How do I include attachments when forwarding an email?

    When forwarding, the app will include those attachments that have already been downloaded. To include attachments when forwarding, first tap on each attachment in the email to download it.


  • Why does my own email address show up when I reply-all?

    If you are being cc'd on emails when you reply-all, it sounds like Preside does not know your email address. That can happen for various reasons (one of which is when you use DOMAIN\user as your login). In order to inform Preside about all of your email-addresses, please navigate to More > Advanced > Aliases. Then tap the + button at the top right and add your email address. You can add multiple addresses and you should add any email address you would like to be considered as 'you'. Those email addresses will be filtered out when you 'Reply-All'. You will also get a better looking 'Thread' view since your sent emails will properly formatted as such, once the app knows which ones are yours.

    If all of your email addresses have been added as Aliases, and you are still being included when replying to all, please check to make sure the "Reply all includes myself" setting is OFF in Sending preferences.


  • How can I Cc someone when composing an email?

    You can show the CC line by tapping the Menu Button actions at top while composing an email and then choosing Show CC & Bcc.

    You can 'always' show the CC line by navigating to More > Advanced > Mail Headers. Then tap on 'CC' and set the Visibility option to ON.


  • Why has TextExpander expansion stopped working?

    • Preside 2.5 & Later

      We have removed TextExpander integration from Preside. This was done, in part, because their shift to server based storage of snippets, accessible only through an opaque SDK, doesn't align with Preside's privacy goals. The TextExpander functionality offered by Preside is available through the TextExpander keyboard. The TextExpander snippets can be imported into through the More > Sending > Snippets screen. Hopefully, that will suffice. If you really need full TextExpander support, please let us know and we can investigate further.

      Please navigate to More > Sending and toggle the TextExpander option OFF and then back ON.

      iOS7 & Later

      Unfortunately, Apple has forced TextExpander to modify the way snippets are shared with other apps on iOS7. In order for Preside to update itself with your latest TextExpander data, you will need to explicitly force this update.

      Please navigate to More > Sending and toggle the TextExpander option OFF and then back ON.

      Please also make sure that you have updated your device with the latest version of the TextExpander app.

    • iOS6 and earlier

      Please run the TextExpander App and then start Preside

    • All iOS versions

      If you are using the HTML editor for composing your email, please try entering some blank spaces or lines before the snippet.


  • How can I automatically Bcc myself when composing an email?

    Navigate to More > Sending and enable the 'Always ccc myself option' in the 'Addressing' section.


  • How can I change my signature?

    The easiest way to change your signature is by clearing out the xsl and editing from a blank slate. This process will accomplish that:

    • Navigate to More > Sending
    • Tap on the line that says Signature
    • Tap None
    • Tap on 'Signature' again
    • Tap Edit
    • Enter whatever text you like


  • How can I use an html signature with images?

    In order to use an HTML signature, you must first configure the app to use the HTML editor when composing messages. In most cases, that is setup by default. If not, you can change that by changing the Editor option on the Sending preferences screen. When the app is configured to use the HTML editor, there are two options for including HTML and images in your signature.

    The recommended option is to use raw html with images that are hosted on the web and that are referenced within the html in your signature. The advangate of this approach is that image attachments are not included with every email sent.

    To set up an HTML signature using image references, you can do the following:

    • Navigate to the Sending preferences
    • Tap on the line that says Signature
    • Tap Custom
    • Tap on the Menu button, second from the left at the top
    • Choose 'Show Source'
    • Use the pasteboard to 'Select all' and delete all of the content
    • Enter <html>on the top line
    • Enter the html code for your signature. You could also 'import' this code from your Dropbox account or iCloud by tapping on the Menu button again and choosing 'Import'
    • Enter </html>on the bottom line
    • Tap 'Save' at the top right
    • Example:
      <html>
      • <div>
        • <br/><br/>
        • Sent from my iPhone<br/>
        • Preside - real email for mobile<br/>
        • <img src="https://preside.io/images/PresideIcon.png" style="width:32px;"/>
      • </div>
      </html>

    It is also possible to setup an html signature using image attachments. In some respects this is a little easier because it doesn't require using raw HTML code. To do this, do the following:

    • Navigate to the Sending preferences
    • Tap on the line that says Signature
    • Tap Default to revert to the Default signature
    • Tap the Signature line again
    • Tap on the 'Custom' line
    • If the XSL or HTML code is showing, tap on the Menu button second from the left at the top and choose 'Hide Source'
    • Use the Attachment paperclip button at the top to add an image
    • Use the various buttons above the keyboard to style the signature with fonts and colors
    • Tap 'Save' at the top right


  • How can I remove the >'s from my replies?

    You can change this by navigating to More > Sending. Then scroll to the 'Formatting' section and disable the 'Increase quote level' option.


  • How can I can send an email to a group of contacts?

    Unfortunately, there is no way to easily send an email to a group of contacts in the current version of Preside. That being said, this can be accomplished using the same techniques as the iOS Mail app. The instructions for that are provided below. After following the instructions, the contact group should be available in Preside/eMailGanizer.

    • Open the Contacts app (it's inside the Extras folder by default)
    • Tap the Add (+) icon.
    • Enter the name of the group (such as 'friends' or 'work') in the Last field.
    • Scroll down to the Notes section. We're going to use this to write out the email addresses. You need to surround each mail address with greater than and less than symbols and place a comma between each one. For example <John@work.com>, <Jane@work.com>.
    • Tap and hold the names to bring up the contextual menu. Tap Select All and Copy.
    • Tap Add Email.
    • Tap and hold the Email field and tap Paste.
    • That now creates a contact with a single name but multiple email addresses. Open the Mail app and tap New. Now enter the name of the group into the To field. It will turn blue, indicating that it is a contact. When you send the email it will go to all the people whose email addresses you added to Contacts.


  • There's an incorrect email address that appears when I'm choosing recipients. How can I remove that address?

    Unfortunately, there is no simple, straightforward way to do this in the current version of the app. We hope to address this in a future update. Until then, these workarounds can be used:

    • The easiest solution is to move the offending entry to the bottom of the list where it won't appear or confuse you. Preside will always present recipients in descending order of when they were last selected for the letters typed. As such, the offending email address will move the to bottom, naturally, over time, if you're careful to never select it. You can get it moved to the bottom quicker by with the following process:

      • Start a new email
      • Type the first letter or two that causes the offending recipient to appear
      • Select a valid recipient that isn't easily confused with incorrect recipient
      • Type the same letter or 2 again
      • Select a different valid non-confusing recipient
      • Continue this process until the offending email address no longer appears near the top
      • Tap the Cancel button Cancel at the top left and Delete the Draft

      While not necessary, you can choose the very best recipient as the last one selected in the above process. That will ensure it gets presented at the top of the list the first time you send a real email to that person.

    • Alternatively, the problem email address could be removed by deleting all of the emails in which it appears. This would require emptying the Trash, as well.
    • A final option is to disable the use of email history for autocompletions. That is accomplished by tapping on the "Autocompletions" line in the Sending Preferences. On the next screen, uncheck the 'Email History' option.


  • How can I resume editing of a previously saved draft email?

    To resume editing of a draft, please do the following:

    • Navigate to the email
    • Tap the Reply button reply button near the top left
    • Choose "Edit Draft"


  • I have a few different greetings and/or signatures. How can I choose between these when composing?

    If you're just looking to have a different entry for each account, you can navigate to the 'Identity' for the account from the More > Identities screen, and enter a custom signature, greeting, and/or valediction for that Identity. That entry will be then be selected automatically when composing emails to be sent from that account.

    If you'd like to have a multiple signatures, greetings, or valedictions for the same account, you can set up multiple Identities for that account. The easiest way to do that is to navigate to the default Identity for the account from the More > Identities screen. Then, tap the Menu button near the top left and choose 'Duplicate'. On the next screen, enter a Nickname for the identity along with the greeting, signature, or other information specific to the new identity. After saving the new identity, you can load that identity while composing an email by tapping the Menu button and choose 'Load identity'.

    It is also possible to tell Preside to ask you for the identity to use before the compose screen is launched. To do that, navigate to your account and tap the Advanced line. On the next screen, scroll to the bottom and select 'Choose Later' for the various entries in the Identities section. Tap Save to save the changes.

    It is also possible for Preside to automatically select an identity based on the folder in which the email being responded to resides. To do that, navigate to the Folder and tap the Menu button, and choose Settings. On the next screen, select the desired identity for the entries in the Identities section and Tap Save.

    An alternative to setting up different identities is to use the Snippets feature and Snippet Expansion. To do that, go to the More > Sending screen and enable Snippet Expansion in the Expansion section. Then, tap on Snippets and use the + button to add a snippet for each of your greetings, signatures, or anything else. Be sure to include a keyboard shortcut when adding the Snippet. When composing, you can insert the snippet contents by typing the keyboard shortcut.

    It is also possible to have different greetings inserted based on the Recipient of the email. You can learn more about in this answer: How do I setup a custom greeting, valediction, or signature for specific recipients?


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


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.


  • 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'.


  • 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.


Calendars