From the navigation toolbar, select My Communications and then choose E-mail. The Email browse appears as follows. You have several options, like an inbox, outbox, sent items, etc.
As we can see from the screen above, emails appear in different colors. This color reflects the status of the email. For example - black: email has been read by the user and marked as completed. - black bold: email has not been read by the user and - red: email has been read by the user, but the email is outstanding.
Sending an Email
From the email browse, select ‘New’ and the New E-Mail Message window appears.
Your email address will automatically appear in the “From” field.
Note: If you have two or more email addresses, you can click on the drop-down list and select a different “from” email address.
Next, enter the e-mail address of the person you want to email. Click the ‘To’ button and the Select Recipients window appears.
Type the first part of the name you are looking for such as “Fla” and the list will jump to the section on the list.
Select the recipient’s name and click the To -> button. The selected recipients to which the e-mail is to be sent are displayed as shown below.
Click OK and the recipient’s name is added to the “To” field and the client field is also automatically filled. This will ensure that the client's communications history will be updated automatically also.
Next, enter the e-mail addresses of the people you want to send a copy of the message to and those who will receive a blind copy of the email following the same procedure for entering the To recipient. Next, enter a subject for your email such as “Waiting for files” or whatever detail you want, and select a job e.g., Audit for the email.
Next, select the priority of the e-mail from the drop-down list. The priority can be High, Normal, or Low. In our example, a priority of ‘High’ so we can track it. Next, select the type “Audit File” and status “In Progress”.
Next, add a file attachment to the email that you are sending. Click the attachment icon (looks like a paper clip) and the following screen appears.
Select the file that you wish to attach to the email from the storage location.
Attached file ‘Audit Finalization Letter’ is added to the outgoing email as shown above.
After entering all the information in the email, you can now send the e-mail by clicking the send button as above When you send the email, it will be added to your outbox as as shown below.
Emails will automatically go from the Outbox every few minutes depending upon the time set by the administrator on your email traffic. The Drive Email Checker must be set up on your server to send/receive emails at regular intervals.
If you want the email to go immediately simply click the send/receive button as indicated above.