Mail Status Tab

InEight Document enables users to manage actions/displays regarding the Status of mail. These include:

Automatically assign the status of a mail I received as a…

  1. A status value to be assigned automatically to incoming mail you receive as a CC or BCC contact rather than the person the mail is directly addressed TO.

  1. If you only ever respond to mail where you are the TO person in the distribution, by selecting “Closed-Out” for example using this option, the status of any mail you receive on which you are not the TO person, will be automatically changed to Closed-Out after being read.

Automatically close out the mail

You can also specify mail to automatically close out when the following options are enabled:

  • The originator closes it out
  • When another company recipient closes it out

Display the following mail status statistics on my Dashboard

You can include within the Mail widget at the Dashboard a total number of, and link to, all mail of a status. This will give you quick access via Mail widget for example to all mail with a current status of Outstanding.

You can select from between 1 to 3 different status values that mail will be summarized in the Mail widget at the Dashboard.

Automatic mail reminders

  1. Enable this setting to have automatic mail reminders, then select from between 1 and 3 status values you would like to be periodically sent, by email, a summary list of mail with the selected values.

  1. Select the interval for the sending of the automatic reminders using the Send reminder every X days field.

  2. You can also enable this to include (regardless of status) mail:

    • Which I have not responded to.
    • For which the response is overdue.

Allow the sender to see the status of the mail in my inbox

This option enables other users to run reports of mail they have sent to you displaying the status you have assigned to it, as opposed to the status they have applied to it.

This option does not give anyone access to your Inbox, it only allows them to compare the status of mail in their Sent Items, with the status of the mail item in your Inbox.