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MailTags Users Guide Page 2
Initial setup
MailTags works with locally stored messages, such as
those in POP mailboxes and local mailboxes, with no
additional setup.
IMAP Accounts
In order to use Mailtags with messages stored on IMAP
servers, each IMAP account must be configured to
locally cache mail messages. Open Mailʼs preferences,
choose Accounts and select the Advanced tab. Set the
following option to:
Spotllght
MailTags makes use of OS Xʼs Spotlight engine to index
and find tags. Make sure that Spotlight is turned on in
OS X System Preferences so files are indexed in the
Library directory of your home folder. If Spotlight is
turned off, MailTagsʼ data can be stored and read, but
Smart Mailboxes and ad hoc finds will not work.
Purchasing MailTags
MailTags is distributed as time-limited trialware. For
continued use, a registration code is required. You are
free to test MailTags for 21 days with no limitations.
Following this trial period, existing tags can be viewed
and searched, but not created, edited, or deleted.
Tags
Keywords
Single or multiple keywords can be added to a message.
Type a keyword in the token field to add it to the
message and separate different terms with commas.
Keywords will auto complete after two letters with
suggestions from the preferred keywords list (See
Preferences for managing Keywords). Control-click to
add or remove keywords to the preferences.
Project
Messages can be assigned a project. The list in the
popup menu represents the preferred projects created
and found in MailTagʼs preferences. To set a project that
is not in the preferred projects, select “Other…” and type
the desired project in the dialog box.
Tickler
The Tickler section is used to set simple message
reminder (tickle) dates and priorities. Tickle Dates set
here are not associated with iCal to dos or events.
While these dates do not have alarms, smart mailbox
can be made to contain messages whose tickle dates
are approaching or past.
Message Color
Quickly set the color of a message to preferred colors.
Set the preferred colors in the Extras Section of
MailTagʼs Preferences.
Notes
Write reminder notes for a message in the Notes
section. These notes are different than Mail 3.0 notes as
they remain with the message and the message can be
located by searching for terms in the notes.
Other actions
Clear All
The Clear All button will delete all the message tags and
delete any linked to dos and events in iCal.
Register MailTags
While MailTags is unregistered, the purchase button
appears at the bottom of the MailTagsʼ panel.
MailTags Users Guide Page 7
Tag Message
This action will display the Tag panel with the Keyword
token field in focus.
List View
MailTags Column
The Mailtags column displays a blue tag icon when
messages have tagged data. The icon turns red
when the tag data for IMAP messages has not been
saved to the IMAP server. Control clicking the message
and selecting “Save Tags To IMAP” or clicking the “IMAP
Save” button in the MailTags panel will save these tags
to the server.
Keyword Column
All the keywords will be displayed in this column in a
comma-separated list.
Status Column
MailTags also adds a contextual menu to the status
column (the column showing unread, reply and
forwarded status). When clicking this column with the ctrl
key down (or right clicking), you will be able to view the
reply or the originating messages if this is a reply. The
originating message is the message you sent and your
correspondent replied to.
Thread Headers
When you have View Message threads turned on, the
“Thread Header “message will show all projects and
keywords for all messages in the thread. For Tickle
Date, it will show the earliest valid and incomplete due
date for all messages in the thread.
Project Colors
Each project can be assigned a color. This color is used
when messages are tagged with the projectʼs name.
Priority Colors
Each level of priority is assigned with a different color.
Color Priority
With several determiners of color, it is necessary to
specify what actual color is used. The Color Priority
preference controls this. Drag the color source to the
order of priority. The color source at the top gets highest
priority. For example, if the color priority is Tickle Date,
Project, Priority and Message color, then the Project
color will only be used if a Tickle Date color does not
apply.
MailTags Users Guide Page 11
Searches
MailTags augments Mailʼs built in search functions and
Smart Mailboxes to provide fast, easy ways of accessing
all of your tagged email. When searching for a term in
the Mail Search field, Mail will add a “search bar” to help
narrow the search. With MailTags installed, this search
bar will now have four extra options: Dialog, Keywords,
Project, and Notes. Dialog is a quick way to see dialogs
(To and From) with a specific person or email, similar to
GMailʼs “Conversation” feature. The remaining three
items (Keywords, Project, and Notes) will search the
indicated tag field for the search term. Additionally, the
Entire Message option adds keywords, projects, and
notes tags as search criteria.
Boolean Searches
MailTags also extends the search field to handle simple,
logical searches for keywords and projects. If keywords
are separated with the & (AND) operator, Mail will find
those messages with both keywords. If keywords and
projects are separated with the | (OR) operator, Mail will
find those messages tagged with either.
Smart Mailboxes
MailTags Priority
This criterion will show messages equal to, not equal to,
less than or greater than a particular priority.
MailTags Users Guide Page 12
MailTags Note
This criterion will find messages with notes that include
or do not include the phrase or word entered into the
MailTags Note rule field.
Message Has To Do
Message Has No To Do
To Do is Incomplete
To Do is Complete
These four criteria will find messages based on the
status of associated To Do items. If a message has
multiple To Do items, MailTags determines
completeness according to the maximum inclusion
principle. That is, it will include the message if any To
Dos are incomplete in the first case and if all to doʼs are
complete in the second.
The Set Tickle Date action will turn off a tickle date or
set it to a specific date. The Adjust Tickle Date action
will move a tickle date relative to an existing date or
relative to today. If a message does not have a tickle
date, this action will have no effect.
MailTags Preferences
MailTags adds an extra preference panel to Mailʼs
preferences in which the default behaviors are set. To
access this, open Mailʼs preferences and MailTagsʼ
preferences will appear on the right in the list of
preferences at the top.
Re-index Tags
If smart mailboxes do not include expected messages
that have been tagged, these messages might not have
been indexed. Click this button to re-index all MailTagsʼ
data with Spotlight. If this does not resolve this issue,
consult the troubleshooting section of this manual.
MailTags Users Guide Page 17
MailTags Extras
Beginning with Version 2.2, MailTags has a modular
architecture, allowsing Extra MailTags specific modules
to load when MaiilTags is loaded. These modules can
enhance MailTags in various ways, such working with
third party todo and calendars systems, or adding new
fields to hold tagging information.
t e ll application "Mail"
ac t i v a t e
using t erms f rom application "MailTagsScriptingSupport"
keywords of messages 1 thru 20 of mailbox "inbox" of account 1
end usi ng t erms from
end t e l l
Keywords (List)
Project (Unicode Text)
Priority (Integer)
Due Date (Date)
Note (Unicode Text)
iCal events (List, R/O)
Returns a list of the UUIDs of the events in iCal.
ICal todos (List, R/O)
Returns a list of the UUIDs of the to dos in iCal.
Uninstalling Mailtags
If MailTags does not meet your needs, an uninstaller is
included on the disk image. We recommend deleting or
altering all the MailTagsʼ smart mailboxes and rules
created prior to the uninstall, as they may have
unexpected results once MailTags is no longer installed.
Any tagged data set in MailTags will be preserved until
either mailboxes are rebuilt or messages are moved.
Any data saved to IMAP message Headers will be
preserved after uninstalling.
Credits
MailTags was designed and developed by Scott Morrison.
Special thanks to Jonathan Paisley for code contributions and his outstanding
OCDisasm application.
Thanks to Beta Testers who endlessly provided bugs, suggestions, and support:
Tim Gaden, Adrian Smith, Alan Schmitt, Andre Bonhote, Vicky Stanton,
David Levy, Enrico Franconi, Friedrich Vosberg, Gunnar Bjornsson,Guido
Hucking, James McConnell, Jeffrey Frabutt, Jeremy Bernstein, John Crosby
John Rowe, Ulrich Kortenkamp, Ken Young, David Chartier, Matthew Shields,
Neil Lee, Rob Burns, Robert Howard, Russell Finn, Rui Carmo, Runar Dankel,
Glenn Henshaw, Tony Stinson, Bill Northlich, William Reising, Zach Rosen,
Legal Information
LICENSE AGREEMENT
(MailTags 2.1 Mail Plugin)
THIS IS A LEGAL AGREEMENT between you (either an individual or an entity) and Indev Software, Inc.
("Indev"). By clicking installing the software, you are agreeing to be bound by the terms and conditions of
this License Agreement. If you do not agree to the terms and conditions of this License Agreement, do not
install the software.
1. Grant of Limited License.
Indev grants to you the non-exclusive right to use Indev software program, MailTags 2.1 (the "Software").
2. Copyright.
The Software is owned by Indev and is protected by Canadian copyright laws and by international treaty
provisions. You should therefore treat the Software like any other copyrighted material (such as for example,
books or musical recordings). Among other things, copyright laws prohibit you from making derivative works of
the Software. You may, however, make copies of the Software, provided that you not copy the Registration Key
(see Section 3(a) below).
3. Other Restrictions.
(a) You may register your copy of the Software by purchasing a Registration Key at http://
http://store.indev.ca. The Registration Key will enable full usage of the Software beyond the trial period. You
may not copy the Registration Key.
(b) You may modify, reverse-engineer, decompile, or disassemble the Software. However, you may not do so
for the purpose of disabling the feature of the Software that enforces the trial period of your copy of the Software
(i.e. circumventing the Registration Key system) or for the purpose of circumventing any of the terms of this
License Agreement or any other provision of law.
(c) You may not claim that the Software is yours, and you may not use the name Indev to endorse or
promote products derived from the Software without prior written permission.
(d) You must use the Software at all times in a manner that is consistent with the software licenses granted to
you by other companies that have provided software for your computer. For example, MailTags 2.1 is
designed to be used with the Mac OS X operating system, and so you may not use MailTags 2.1 in a
manner inconsistent with the Mac OS X license agreement between you and Apple Computer, Inc.
4. Disclaimer of Warranties and Limitation of Liability.
THE SOFTWARE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND. INDEV FURTHER
DISCLAIMS ANY IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES
OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT. THE ENTIRE
RISK ARISING OUT OF THE USE OR PERFORMANCE OF THE SOFTWARE REMAINS WITH YOU. SHOULD
THE SOFTWARE PROVE DEFECTIVE, YOU (AND INDEV) ASSUME THE ENTIRE COST OF ALL
NECESSARY SERVICING OR REPAIR.
IN NO EVENT SHALL INDEV OR ANYONE ELSE INVOLVED IN THE CREATION, PRODUCTION,
MARKETING, DISTRIBUTION, OR DELIVERY OF THE SOFTWARE, BE LIABLE FOR ANY DAMAGES
WHATSOEVER; INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, FOR
BUSINESS INTERRUPTION, FOR LOSS OF BUSINESS INFORMATION, OR FOR OTHER MONETARY LOSS,
ARISING OUT OF THE USE OF THE SOFTWARE OR THE INABILITY TO USE THE SOFTWARE, EVEN IF YOU
HAVE BEEN NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.
MailTags Users Guide Page 24