The mailbox functionality is similar to common email programs. You can attach files, format text, flag the message, compose and save a draft of your response without sending it, and preview your message in a browser. You can correspond with your Unifier shell team members and send messages to external email addresses through Mailbox.
To send a Mailbox message:
- Access Mailbox and select any of the sub-nodes.
- Click New. A message window opens.
- Choose the recipients of the Mailbox message by doing any of the following:
- Click To. The User/Group picker opens displaying shell users. Select the recipients from the Select Users list and click Add. Click OK to close the picker.
- To send a copy to another recipient, click Cc, and then choose the recipients from the User/Group picker.
- To send a copy to an external email address, enter the address in the External Cc field. Separate multiple addresses with a semicolon (;). The recipient sees Unifier Notification in the From field and cannot reply directly.
- To send a blind copy (bcc), click the View menu and select Bcc Fields. The Bcc button and External Bcc field become available on the Mailbox message window.
- Type the subject of the message in the Subject field.
- Type the body of the message in the text field.
Note: To attach files, format the text, flag a message for follow up, compose and save a draft of your message without sending it, or preview your message in a browser, see the following procedures.
- Click Send to send the message.
To view or respond to a Mailbox message:
- Double-click a message to view it. The message opens.
- To respond to the message, do one of the following:
- To send a reply to the sender, click Reply.
- To send a reply to the sender and other recipients of the original message, click Reply to All.
- To forward the message to another recipient, click Forward. File attachments remain with forwarded messages.
- Type your response and click Send.
To attach files to a Mailbox message:
- Open the Mailbox message.
- Click Attach and choose one of the following:
- To attach the file from your local system, select My Computer. The procedure is the same as uploading files to the Document Manager.
- To attach documents from the Document Manager, select Primavera Unifier Folder. The window opens, displaying the shell documents files and folders. Select the files and folders to attach and click OK.
Note: When attaching a folder, the contents of the folder are attached in a flat list. You cannot attach documents with duplicate file names.
- Click OK to add the file, and the click OK to close the General Comments window.
You can also send a copy of a completed BP form directly while working in the BP form. Unifier automatically creates a PDF copy to send via Mailbox.
To flag a Mailbox message for follow-up:
- Open an existing message, or create a new message.
If you want to flag a message that you are replying to or forwarding, then open the message, and click Reply, Reply All or Forward.
- Click the Flag for Follow-Up button. The Flag for Follow-Up window opens.
- In the Flag to field, choose an action, such as "call," or "for your information."
- Click OK. The flag text appears at the top of the message. A red flag symbol will also display next to the message in the log. (You may need to refresh the log to see the flag.)
- If this is an existing message that you are flagging for yourself, you can simply close the message. If you are sending the message to someone else, add the recipients and send the message.
To remove a Mailbox flag:
Click the Flag for Follow up button, and then click Clear Flag.
To format Mailbox text
- Open the Mailbox message.
- Select the text that you want to format in the body of the message.
- On the Formatting toolbar, choose the formatting to apply to the text.
To spell check Mailbox message text:
- When you are finished composing a Mailbox message, click the Spelling button on the toolbar of the message. The body text of the message is checked.
- Make spelling corrections as necessary and click OK.
To print a Mailbox message:
- Open the Mailbox message.
- Click the Print button.
To print several Mailbox messages from the Mailbox log:
- Navigate to a Mailbox log.
- Select several Mailbox records that you want to print.
- Click the Print button.
To search for a Mailbox message:
- In the Navigator, click a Mailbox folder.
- From the toolbar, click the Find button. The Find box expands above the log.
- Do any of the following:
- To search by the recipient (To field), click the Select button and choose the user from the User/Group picker.
- To search by subject, enter a word or phrase in the Subject Containing field. You can use partial entries.
- To search by message content, enter a word or phrase in Message Containing.
- Further refine the search by choosing Read or Unread.
- Click Search. The messages meeting your search criteria are listed in the log.
To delete Mailbox messages:
- Do one of the following:
- From a Mailbox log, select the message and click Delete.
- From within a Mailbox message, click Delete on the toolbar.
The message is moved to the shell Deleted Items folder.
- To permanently delete a message, select it from the Deleted Items folder and click Delete. Click Yes to confirm.