Dedicated Mailbox for Shells

External emails are important communications that need to be included in shells. Such emails can come from project team members or from External Users who do not use Unifier Essentials. These email communications (and any attachments) can be collected in a central repository for the shell, called a Mailbox. After such emails reside in the shell's Mailbox, 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.

Note: External emails that have been blind carbon-copied (Bcc) are not collected by the Mailbox.

When Unifier Essentials is installed on your system, a dedicated email address for your company is specified, and whenever a shell is created, Unifier Essentials assigns it a unique identifier. Unifier Essentials combines this email address and shell identifier to create the shell's 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 shell. For more information, see Creating an Approved Email List for Project/Shell Mailboxes in the Unifier Essentials General Administration Guide.

When you create a shell, you can notify all shell participants, both within and outside of Unifier Essentials, of the shell's email address. For more information, see Create a Shell Manually.

See Also

Setting Up Shells

Shell Administration and Setup

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

Update Standard Cost Sheet Columns

Setting Permissions to Administer Shell Templates

Accessing a Created Shell Template

Setting Permissions to Create or Modify Shell Instances

Creating a Shell

Gateway Integration Tab

Managing Shells

Managing Cash Flow in Shell Templates

Updating Shells

Updating Shell Templates

Setting Up View Forms in Shell Attributes

User Permissions and Navigation

How to Set Up Gates

Editing Multiple Shells at Once with Bulk Edit

About Shell Dashboards



Last Published Wednesday, June 26, 2024