Create New Inbox Category (Folder)
Commnia Inbox shows all emails received and sent by any contact from your company.
Every email message is classified under a document category to make it easier to find important project information as per the below example.
1. Access Inbox Categories
The Document Categories Configuration is where you create and manage the document categories in Inbox.
A list of all Current Inbox Categories /Folders will be displayed with its predefined settings.
- On the far right, the cog will take you to control panel
- Click Inbox
- Select Categories
2. Create New Inbox Categories
To create a new category, click on the New Category button.
The following screen will pop up, enter the general details.
- Inbox Folder – enter the name of your new Category
- Inbox Sorting Order – this will allow you to prioritise your categories when displayed in the Inbox. eg If you wanted “Request For Information” to display as the first Inbox Category, enter a “1” in this field. You can allocate the same number to multiple categories, the system will sort alphabetically these.
- Default Inbox Folder – If this checkbox is ticked, the category will appear in the Inbox even if there are no emails in the folder.
- For Quotes – When the checkbox is ticked, the category will be available to select during Tendering process.
- For Workflow - Allow document markup, review and collaboration from multiple users to work on one drawing at the same time and track changes as they are added.
- Default Private – if this checkbox is ticked, all emails sent in this category will be sent as private; recipients will not see other recipients on the email. You can control access to create emails with this document category by adding permissions by company categories. Select the groups would like to provide access to by clicking on them to highlight the blue.
- Inbox Collaboration - If this box is ticked anyone working on the project will be able to view the emails in this folder. Unless they have been given authorisation, they can not create emails but have access to view the email item.
- Permissions - You can control access to create emails with this document category by adding permissions by company categories. Select the groups would like to provide access to by clicking on the trade list.
- Click on the Add button to enable access to this category.
- To Remove Access, click on the X next to the group in the Selected Groups box.
- Click Save to successfully create a new Inbox Category.
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