External emails are important communications that need to be included in projects. Such emails can come from project members or from external users who do not use Unifier. These email communications (and any attachments) can be collected in a central repository, called the Project/Shell Mailbox, so that project members can use them in managing and documenting the project. Once such emails reside in the project’s mailbox, project users can view them, forward them to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records.
When Unifier is installed on your system, a dedicated email address for your company is specified, and whenever you create a project, Unifier assigns it a unique identifier. Unifier combines this email address and project identifier to create the Project Mailbox. This email address appears on the Standards tab, and from the Standards tab, you can send the email address for the Project Mailbox to all project participants, both within and outside of Unifier.
Note: External emails that have been blind carbon-copied (Bcc) are not collected by the mailbox.
Note: To prevent spam and virus attacks, you will need to create a list of approved email addresses that will be accepted by the project. See "Creating an Approved Email List for Project and Shell Mailboxes".
To distribute the external email address
| 1 | Click the Send Email button. An email message window opens. |
| 2 | In the To field, enter the email addresses of all participants in the project. |
You can also send the address of the dedicated mailbox to external users by adding their email addresses in the External Cc field.
| 3 | Click the Send button. |
Distribute the email address from the landing page
In addition to the Standard tab, you can distribute the email address from the project’s landing page. Remember to add the new recipient to the approved email list for this mailbox ("Creating an Approved Email List for Project and Shell Mailboxes").
To notify project users whenever the project mailbox receives an external email
| 1 | In the Send Notification To field, click the Select button. The User Picker opens. |
| 2 | Select the users you want to notify and click OK. |
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.