The Filing Pane

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Overview

The Email Filing pane allows you to drag and drop emails to be filed to specific contacts, or non-contact libraries. 

Layout

window_filing panel.png

The top of the pane consists of a Search box, along with a Refresh and a Tools option.

The main part of the window is divided into four sections, Matched, Recent, Favourites and Other Libraries. These are the areas that you will be using the most.

Matched, Recent and Favourites will each show contacts for you to file against. You can set a limit for the number of results returned in each of these using the Tools option.

Other Libraries will allow you to file items to non-contact libraries.

Filing

Filing documents is a simple process of dragging and dropping items onto the relevant section of the filing pane.

For client filing, in addition to filing against the client you will also be able to add additional meta data by filing to an Assignment or Job node. 

Once you have dropped a document onto the tree the Add Document window will be opened. This allows you to quickly review the meta data, add any additional information if needed, then click OK or hit Enter to file the document.

If the email contains attachments, when you detach them they will be added to the grid on the Add Document window and the meta data populated with the same details as the email. When the files are uploaded they will be linked with the link type Email/Attachment.

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.
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
Filing
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