Storing messages in the Documents tab

In the course of communication with external persons, it may be necessary to make important messages available to other data pool users.
In this case, incoming messages can be stored in document management or plan management and distributed to other users. In the course of filing, the message is converted into a pdf file so that it can be downloaded later by other users.

Stored messages are stored in the view with a green bar and can be deleted or moved to a folder. Alternatively, the message can also be moved to the trash while it is being filed.

STORING MESSAGES IN THE DOCUMENTS TAB

To store messages in document management:

1. Open the desired message by clicking on the label.
2. Click on the "Discard" in the header of the message.
3. In the dialog box, select the desired document type for the filing.
4. Choose whether to remove the message from your Inbox after it's filed.
5. Close the tray using the "Carry out".
6. The system converts the message into a pdf document and creates a new container. In the newly created container, select the desired filing folders and enter the keywording.
7. In the "Right" determines who is allowed to read or edit the document.
8. Complete the process by saving and distributing the document.

After completion of the filing process, the message is available to the authorized group of persons and can be downloaded like all other documents.
The filing itself as well as each download process are documented in the processing log, which is equivalent to a read receipt.