Adding from Project Mailbox

In addition to composing linked mail, you can link mail that exists within a mailbox to a business process. The Project Mailbox option will be seen only if user has permissions to the Project Mailbox.

To link message from the Project Mailbox to a BP record:

  1. Select a BP record.
  2. From the right pane, select the Linked Mail tab.
  3. Select Add "" , and select Mailbox or Project Mailbox. The Add from Mailbox window is displayed.
  4. Use arrows to select the messages you want to link from the Available Items column to the Selected Items column.
  5. Select Done.