Attaching External Emails from the Project or Shell Mailbox to a Record

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Attaching External Emails from the Project or Shell Mailbox to a Record

Primavera Unifier collects all external emails it receives for a project or shell in a dedicated mailbox. You can attach these external emails directly to a business process record. Other users can view the email from a link on the record. A single email can be attached to more than one business process record.

External emails that have been blind copied (Bcc’d) are not collected by the Mailbox.

To attach an external email to a record

Open the business process record to which you want to attach the email.

Click the Linked Mail link at the bottom of the form. The Linked Mail window opens.

Click Add and choose Project/Shell Mailbox. The Project (or Shell) Mail window opens, showing a list of the external emails that have been received for the project or shell.

Select the email you want to attach to the record, and click Attach.

Primavera Unifier adds the email to the Linked Mail window.

To close the Linked Mail window, click Close Window.

To open an external email attached to a record

Open the business process record.

Click the Linked Mail link at the bottom of the form. The Linked Mail window opens, showing the emails that are attached to the record.

Select the email you want to view and click Open. Primavera Unifier opens the email.

From this email window, you can:

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Reply to the sender

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Forward the email to others in the project or shell

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Flag the email for follow-up

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Delete the email

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Print the email

Note: You must have permissions to view, reply to, or delete external emails.

To see other records an email is attached to

Open the business process record.

Click the Linked Mail link at the bottom of the form. The Linked Mail window opens, showing the emails that are attached to the record.

Select the email you want to view and click Open. Primavera Unifier opens the email.

Below the Subject line is a link with the label:

This uMail and any future replies are linked to records. Show list

Click the Show list link. Primavera Unifier opens the Linked Business Processes window, which shows a list of all business processes to which this email is attached.

You can open any of the listed business processes by selecting the record and clicking Open.

To close the Linked Business Processes window, click Close Window. Primavera Unifier returns to the email.

To close the email, click the X icon in the upper-right corner of the window.

Oracle Corporation