Manually Linking Mail

When you reply or forward mail a link to the original mail is created.

Mail can also be linked manually to other mail, documents, transmittals or other InEight DOC module items.

To manually link an item to mail:

1. Open the mail from the Inbox or Sent Items mail folder.

2. Select More, then Add Items to mail thread.

   

3. Click Add and select the type of item that you wish to link (eg document, form, package etc) to open the search window.

   

4. Apply the required search attributes, locate the work items to add to the thread and click Search.

   

5. At the next window, use the tick boxes to select the work items to link, click OK. The selected Work Items will be linked with your mail.

   

6. To add work items from a different module, again click the Add button and repeat the process above.

7. Click Close when done and save when prompted.

8. You will receive a confirmation message once the system completes building the selected links.