Filing

Last modified 16:56, 17 Oct 2014

General options for filing

window_EmailFiling_Options_Filing.pngSent Emails

File email on send - tick this to file emails as you send them. The Add Document window will be opened with profiling details populated by defaults where these have been set.

Tick the Only where email address matches checkbox to only file emails on send if a recipient email address matches a contact in the CCH Central database.

Automatically file conversation replies - tick this to enable send and file when you reply to an email that has been filed in Document Management.

To automatically delete sent emails after they are filed tick the Delete email after filing checkbox.

Received Emails

Automatically file received replies - tick this if you want replies to sent emails that you have already filed in Document Management to be automatically filed, using the same details, as they are received.

Delete email after filing - this option will automatically delete emails after they have been filed using drag and drop to the filing pane, or via the filed details pane.

Monitored Folders

This section lists the folders which are monitored for emails being sent or received.

Related

Send and File
Send and File allows you to opt to be prompted to file emails to Document Management when they are sent.
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
Display
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
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