First-Day Using Stream Checklist

What is This Guide?

This checklist ensures you get the best start with Stream, helping you set up your inbox, customise settings, and begin collaborating from day one. You can also download a printable checklist if you prefer to have a physical copy for reference.

Why is This Important?

Switching to a new email system can feel like a big move. But with the right setup, you can skip the hassle and speed up your adjustment. This guide helps you hit the ground running so you can focus on what matters most.

How to Get Started

1. Account & Access

✅ Log in to Stream and verify you have access to the correct teams.
✅ Update your email signature to maintain consistency in communication.

2. Settings & Preferences

✅ Enable Classic Quick Filters to refine message views easily.
✅ Turn on Notifications to stay informed of critical updates.
✅ Adjust your display preferences for a tailored experience.

3. Optimise Your Inbox

✅ Tidy up by bulk-archiving old messages for a clean start.
✅ Save key searches to quickly access frequently needed messages.
✅ Upgrade priority searches to Live Searches for real-time updates. (Need ideas? Check out recommended searches.)

4. Get Mobile-Ready

✅ Download the Stream mobile app using this guide.
✅ Log in and enable notifications to stay updated on the go.

5. Learn & Collaborate

✅ Tag a colleague in a comment to loop them into discussions.
✅ Collaborate on a draft email for seamless teamwork.
✅ Save a Snippet to quickly reuse common responses.

6. Final Check

✅ Send a test email to confirm your setup is working.
✅ Explore the Help Centre for quick how-tos and best practices.
✅ Bookmark the Stream login page for easy access.

Need Help?

If you need assistance, contact your Team Lead or visit the Sedna Help Centre.

🎉 You're all set! Welcome to Stream.