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ActiveSync

Turn on ActiveSync with Virtual Office CS or SaaS Outlook

Turn on Microsoft ActiveSync for NetStaff CS to give staff wireless access to their Microsoft Outlook calendar, contacts, tasks, and email on their mobile device.
note
  • ActiveSync constantly updates Virtual Office CS or Software as a Service (SaaS) Outlook information. For example, if a staff member adds a contact in Virtual Office CS or SaaS Outlook, the contact is also added to their mobile device.
  • ActiveSync is billable (some exceptions may apply).
important
Before you turn on ActiveSync for a NetStaff CS user, make sure:
  • Your firm is licensed for Virtual Office CS or SaaS Microsoft Exchange.
  • The NetStaff CS user has a Microsoft Exchange mailbox.
  • The NetStaff CS user has a compatible mobile device that runs Windows Mobile 5.0 or later. For Android devices, the device needs to sync with a Microsoft Exchange server and the data plan needs to supports syncing with an Exchange server. For Windows Mobile devices, the device needs to be able to run Windows Mobile 5.0 or later.
  1. Select the
    Admin
     tab in the navigation pane, then
    Users
     in the NetStaff CS section.
    note
    If
    Users
     isn't available, you don't have access to this area.
  2. In the Users pane, enter part of the user's name or login in the
    Find
     field, then select their name.
    tip
    Clear the
    Find
     field to display the full list of users.
  3. Select
    Enable
     for ActiveSync in the Settings section.
    note
    Enable
     is available only after you turn on Microsoft Exchange for the user, and a Thomson Reuters Virtual Office CS or SaaS administrator completes the account setup, which takes 3 to 5 business days.
  4. Select
    Enter
    .
NetFirm CS will send an activation email explaining how to prepare the device for activation and instructions.
note
NetFirm CS sends the message to the email address entered for the user in the
Primary Email Address
 field of the Virtual Office CS or SaaS Microsoft Exchange Settings window.

This article applies to:

  • PRODUCT: Virtual Office CS

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