Creating Additional Folders in the Project Mailbox

To create additional folder (Project Mailbox):

  1. Go to Inbox and click the folder icon. If you have the View permission for Inbox sub-node, then you can view all folders under the Inbox sub-node.
  2. In the Folders window click the plus option to open a row on the grid.
  3. Double-click on each cell of this new row, under Name and Email Address Code columns, and enter the values.
  4. When finished, click OK.
  5. Ensure that you see the new folder under the Project Mailbox parent sub-node, below the Inbox sub-node.

You can create new folders only if you have the permission to "Create/Manage" folders for the Project Mailbox.

You can change the order of the folders by moving the rows in the Folders window.

The order of folders arrangement below the Inbox, in left-hand NAvigator, is according to the order of rows in the Folders window. The Inbox is always the top folder and directly below the Project Mailbox parent sub-node.

Your newly created folder appears in the existing list of folders below the Inbox node. The positioning of the folders below the Inbox node is according to the ordering of rows in Folders window. You can drag and drop rows in the Folders window in order to reorder the folder position in the navigator, on the left.

Note: You can reorder more than one folder at the same time.

In addition, you can double-click into any cell of the grid of an existing folder, in the Folders window, and edit the folder properties (Name, Email Address Code).

The email address is calculated by the system according to the Project Email Pattern that is defined in Unifier Configurator. As a result:

When a user sends an email to the email address of a folder, that email automatically lands inside the correct folder. Additionally, if the user specifies an incorrect value of the Email Address Code, and the rest of the project/shell email address is correct, then that email automatically shows up in the Inbox sub-node under the Project Mailbox parent sub-node.

The toolbar options for the new folder (below the Email Address) is the same as the toolbar options for the Inbox sub-node. The actions Move and Folder are visible based on permissions.

The options View, Edit View, Refresh, Search and Find on Page are the same as in Inbox sub-node.

The log layout listing the emails for a new folder is the same as for Inbox sub-node. Similar to Inbox sub-node, the user has the ability to move one or more emails from one folder to another using the right-click option > Move or using the Move option.

By default, Inbox is available under Project Mailbox (Project/Shell > User mode > Mailbox > Project Mailbox > Inbox). You have ability to select Inbox, move it to the "Available Modules and Business Processes" section and then move it back below any other parent node in the "Selected Modules and Business Processes" section.

When you move Inbox to the right section, the parent node Project Mailbox will disappear.

When you move Inbox from the right to the left section below a new parent node, then Unifier inserts the Project Mailbox node as the direct parent node of Inbox. For example, if the original hierarchy was Folder A > Project Mailbox > Inbox, and the user moves the Inbox to the right section, and then moves it back to the left section below Folder B, then Unifier displays the hierarchy as Folder B > Project Mailbox > Inbox. In other words, the Inbox always resides below the Project Mailbox.

You can send an email to unifier Project/Shell users giving them information about the additional email address of a Project/Shell. The email is a system-generated message with the following elements:

Header: Email Address(es) for <project/shell number> - <project/shell name>

Subject: Email Address(es) for <project/shell number> - <project/shell name>

Body (text): This email is to inform you that a Unifier Mailbox has been setup for <project/shell number in bold chars> - <project/shell name in bold chars>

You must use the following general format for the email address: <project/shell email id>

If the Project/Shell contains additional folders, the following text between two forward slashes //:

//To send messages, including file attachments to specific folders, use the following email address(es):

1. <Folder 1 name>: <Folder 1 email address>

2. <Folder 2 name>: <Folder 2 email address>

3. <Folder 3 name>: <Folder 3 email address>

... <and so on>

//

Note: If there are no additional folders, this text must not be contained in the email body.

The email is a system-generated message.

All emails received, or existing emails in the Project Mailbox, are in the Inbox node below the Project Mailbox parent sub-node.



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Last Published Monday, April 11, 2022