Welcome to Carbonio User Documentation!

This is the documentation of Carbonio, the fully private digital workplace.

The content is organised in multiple parts:

Introduction

Useful and generic information about Carbonio.

• Getting Started
  • Signing In
  • Using Two-factor Auth (2FA)
  • Setting Up Two-factor Auth (2FA)
  • Using SAML to Sign In
  • Signing Out
  • In Case of Forgetting Your Password
  • Changing Your Password
  • Introduction of Carbonio Web Client
  • Using Browser Buttons to Navigate Carbonio
  • Account Personalization
  • Changing Theme
  • Changing Font Size
  • Changing Your Time Zone
  • Changing Carbonio Language
  • Accessing Multiple Accounts

• Browsing Emails
  • Reading Emails
  • Using Message View
  • Using Conversation View
  • Changing Email Visualization Method
  • Email Attachment Files
  • Previewing Attachments
  • Removing Attachments
  • Downloading / Saving Attachments on Your Computer
  • Saving Attachments in Your Carbonio Files
  • Deleting an Email
  • Marking an Email as Unread
  • Printing an Email
  • Actions on Multiple Emails at Once
  • Sorting Emails
  • Emails date format

• Composing Emails
  • Composing a New Email
  • Disabling / Enabling Rich Text Editor
  • Addressing Emails
  • Attachments
  • Adding Attachments
  • Managing Large Attachments
  • Removing Attachments
  • Send an Email from a Different Account or Persona
  • Request a Read Receipt
  • Mark an Email as Important
  • Save an Email as a Draft
  • Send a Drafted Email
  • Replying to an Email
  • Reply and Reply All
  • Forwarding an Email
  • Redirecting an Email
  • Forward vs. Redirect

• Basic Email Management
  • Using Tags
  • Creating a Tag
  • Assigning a Tag to an Email
  • Displaying Emails with a Specific Tag
  • Removing a Tag from an Email
  • Changing a Tag Color
  • Renaming a Tag
  • Deleting a Tag
  • Marking an Email with a Flag
  • Removing Flag from an Email
  • Using Folders
  • Creating New Folder
  • Assigning a Color to a Folder
  • Wiping Folder
  • Deleting Folder
  • Editing a Folder
  • Sharing a Folder
  • Moving Emails Between Folders
  • Working with Email Folder Sharing
  • Shared Email Folder Roles
  • Sharing an Email Folder with a Colleague
  • Sharing an Email Folder with External Users
  • Adding Colleagues to a Shared Email Folder
  • Revoking Email Folder Sharing
  • Editing the Roles for a Shared Email Folder
  • Accepting Email Folder Sharing from Colleagues

• Advanced Email Management
  • Email Check Frequency
  • Email Notification
  • Receiving Notifications via Another Email Address
  • Marking an Email as Spam
  • Removing Spam Emails
  • Marking Email as Not Spam
  • Finding the Origin of an Email
  • Setting Up Trusted Addresses
  • Creating an Out-of-Office Email
  • Showing Emails in HTML or Plain Text Format
  • Configuring Read Receipts Behavior
  • Setting Up Email Filters
  • Creating a Filter
  • Activating/Deactivating a Filter
  • Applying a Filter to Existing Emails
  • Editing a Filter
  • Deleting a Filter
  • Change Filter Order
  • Account Signatures
  • Using Signatures
  • Creating Signatures
  • Editing Signatures
  • Removing Signatures
  • Assign Different Signatures to Different Identities / Personas
  • Changing Signature While Composing An Email
  • Email Delegations
  • Delegating Others to Send Emails on Your Behalf
  • Sending Email on Behalf of Someone Else
  • Account Personas
  • Using Personas
  • Creating Personas
  • Removing Personas
  • Set Email Retention and Disposal Policies for a Folder

• Working with Contacts
  • Accessing Your Contact Book
  • Adding a New Contact
  • Editing a Contact
  • Assigning a Tag to a Contact
  • Deleting a Contact
  • Adding an Address Book
  • Moving a Contact Between Address Books
  • Moving an Address Book
  • Editing an Address Book
  • Sharing an Address Book
  • Assigning a Color to an Address Book
  • Deleting an Address Book
  • Creating a Contact Group
  • Using a Contact Group
  • Share a Contact List with Your Colleagues
  • Share a Contact List with External Users
  • Add Colleagues’ Shared Contact Lists
  • Export an Address Book as a CSV File
  • Import a CSV File as an Address Book

• Working with Calendars
  • Setting Default Calendar View
  • Changing Calendar View
  • Creating a Calendar
  • Setting a Color for a Calendar
  • Editing a Calendar
  • Deleting a Calendar
  • Restoring a Trashed Calendar
  • Viewing Multiple Calendars
  • Setting Start of the Week
  • Allowing Users to See Your Free/Busy Status
  • Adding Received Appointments to Your Calendar Automatically
  • Working with Shared Calendars
  • Sharing Calendars with Your Colleagues
  • Find Colleagues’ Shared Calendars
  • Remove a Colleague’s Shared Calendars from Your List
  • Import an ICS File as New Calendar
  • Export an ICS File as New Calendar

• Working with Appointments
  • Creating an Appointment
  • Editing an Existing Appointment
  • Canceling an Appointment
  • Moving an Existing Appointment to a Different Time
  • Adding / Removing Attendees to an Existing Appointment
  • Adding a Meeting Room to an Existing Appointment
  • Creating a Recurring Appointment
  • Canceling a Recurring Appointment
  • Canceling a Single Instance of a Recurring Appointment
  • Responding to an Appointment Invitation

• Working with Tasks
  • Creating a Task
  • Editing a Task
  • Deleting a Task
  • Marking a Task as Complete

• Working with Files
  • Creating a Folder
  • Adding a File from Your Computer
  • Adding a File from Your Email Attachments
  • Downloading a File on Your Computer
  • Deleting a File or a Folder
  • Restoring a Trashed File or a Folder
  • Renaming a File or a Folder
  • Viewing a File
  • Creating a File
  • Editing a File Online
  • Moving a File between Folders
  • Copying a File
  • Flagging a File
  • Managing File Versioning
  • Updating a File with a New Version
  • Restore a File to a Previous Version
  • Keep a Version of a File Forever
  • Delete Version History of a File
  • Delete a Specific Version of a File
  • Sending a File as an Email Attachment
  • Sending an Email with a Link to a File
  • Sharing Files and Folders
  • Adding Collaborators to a File / Folder
  • Removing Collaborators from a File / Folder
  • Generating Collaboration Links for Colleagues
  • Generating Public Download Links for External Users
  • Extending the Expiration Date of a Public Access Link
  • Revoking Public Access Links
  • Exceeding Files quota limit

• Working with Search
  • Using Quick Search for Different Items
  • Using Advanced Search to Filter Your Search
  • Advanced Search Syntax

• Working with Chats
  • Creating New Chat
  • Adding Emojis to Your Message
  • Sending Files from Your Computer in Chats
  • Sending Files from Carbonio Files in Chats
  • Edit A Message
  • Reply A Message
  • Forward A Message
  • Delete A Message
  • Mute Notifications of a Chat
  • Clear History of a Chat
  • Creating New Group
  • Add Participants to a Group
  • Remove Participants from a Group
  • Leave Group
  • Assigning Moderators for A Group
  • Edit a Group’s Name
  • Search for A Member in Your Chats List

• Working with Chats (WSC) NEW
  • Creating New Chat
  • Adding Emojis to Your Message
  • Sending Files from Your Computer in Chats
  • Sending Files from Carbonio Files in Chats
  • Edit A Message
  • Reply A Message
  • Forward A Message
  • Delete A Message
  • Mute Notifications of a Chat
  • Clear History of a Chat
  • Creating New Group
  • Add Participants to a Group
  • Remove Participants from a Group
  • Leave Group
  • Assigning Moderators for A Group
  • Edit a Group’s Name or Topic
  • Search for A Member in Your Chats List
  • Exporting a Chat

• Working with Video Meetings
  • Entering Your Personal Room
  • Inviting Members to Personal Room
  • Creating New Room
  • Entering a Room
  • Inviting Members to A Room
  • Holding A Video Call with A Member
  • Holding A Video Meeting with Multiple Members
  • Enable Webcam and Microphone
  • Recording a Video Meeting
  • Adding New Members to a Video Meeting
  • Accessing Chat History During a Video Meeting
  • Sharing Screen During a Video Meeting
  • Toggling Grid View and Cinema View During a Video Meeting
  • Adding Virtual Background to Your Video During a Video Meeting
  • Maximizing Video Meeting Screen
  • Muting Participants During a Video Meeting
  • Resetting the Meeting Room’s Link
  • Deleting a Meeting Room
  • Adding Moderators to a Room

• Working with Video Meetings(WSC) NEW
  • Creating New Virtual Room
  • Managing Virtual Rooms
  • Entering A Virtual Room
  • Inviting Members to A Virtual Room
  • Holding A Video Call with A Member
  • Holding A Video Meeting with Multiple Members
  • Select Webcam and Microphone
  • Enable Webcam and Microphone
  • Recording a Video Meeting
  • Adding New Members to a Video Meeting
  • Accessing Chat History During a Video Meeting
  • Sharing Screen During a Video Meeting
  • Maximizing Video Meeting Screen
  • Muting Participants During a Video Meeting
  • Deleting a Meeting Room
  • Adding Moderators to a Room