You can create and send a uMail message from the BP record. You must send the uMail before sending the BP to automatically attach it to the BP record. The uMail message will be stored in your current project or shell uMail Sent folder, in the Public Items folder, and the Inbox of recipients. In addition, if you reply to or forward the message, the reply and forwarded copies will also automatically be linked to the BP record.
Note: If you create a new uMail message and save it without sending, it will remain in your uMail Draft log in the current project or shell. You can later access this draft uMail and send it, but it will not be automatically linked to the BP record from which you originally created it. To link it, send the message first, and then attach it as you normally would an existing uMail message.
If a recipient replies to or forwards the linked uMail message, the reply or forwarded message will also be automatically linked to the BP.
To create and attach a new uMail message to a business process
| 1 | At the bottom of the BP form, click the Linked Mail link. The Linked Mail window opens. |
| 2 | Click New. A uMail message window opens. |
| 3 | Complete the uMail message window as normal, and click Send to send the message. |
Once the BP record is sent, the uMail message and any subsequent replies to that message by other users will be automatically attached to the BP record.
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