Display

Last modified 13:27, 3 Jun 2015

Filing area display options

window_Emai Filing_Options_Display.pngOrder

You can rearrange the Order in which items are displayed in the filing panel. Select the item you want to move then click the up or down arrow buttons to move it.

Limits

You can set default Limits for the number of results to display in the Matched, Recent and Favourite sections.

Options

Tick ​Match on secondary email address to include email addresses as well as the primary email address when matching against contacts.

Tick Display closed Clients, Suppliers, and Assignments if you want to have these included in the the results shown.

Behaviour

If you want emails to be set as deleted in Outlook after they have been uploaded to Document Management tick the Delete email after filing check box.

Use the Expand Client on hover timeout (seconds) option to increase or decrease how long it takes for a folder to be expanded when you hover over it.

Filed Email Details region

Tick the Hide Filed Email Details Region checkbox if you do not want to show the Email Filing panel at the bottom of the preview window.

Related

Email Filing
Email Filing simplifies the filing of emails by allowing you to drag and drop emails to be filed against specific clients. This can be at either client, assignment, or job level, which reduces, and in some cases eliminates, the need for manual meta data entry when filing emails. In addition you can set up the plugin so that you are prompted to file emails as you send them. (See here for more details on how to do this.)
The Document Viewer
If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.
The Filing Pane
The Email Filing pane allows you to drag and drop emails to be filed to specific contacts, or non-contact libraries.
Contact Filing
Filing to contact libraries can be done via the Matched, Recent and Favourites sections of the filing panel. You can change the order in which these are displayed in Display Options. When you drag and drop an email to a contact the Add Document window will open and will be automatically populated with metadata including the relevant library for the contact type, and any default document types that have been set.
Non Contact Filing
The Other Libraries section of the filing panel allows you to file documents to non contact libraries.
Search
The search box is located at the top of the filing panel and can be used to search for contacts that are not displayed under Matched, Recent or Favourites.
Tools
Searching
Filing
The Document Viewer
If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.
Tools
Display
Searching
Filing
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