Manually Linking Mail

When you reply to mail or forward it, a link to the original mail is created. You can also link mail to other InEight items such as mail, documents, transmittals and forms.

To manually link an item to mail:

  1. Open the mail.

  2. Click the Links tab.

    Link tab for Mail

  3. Click the plus icon.

    Plus icon to enter details

  4. Enter in the item details and click Search.

  5. Select the item and click the arrow icon.

    Select work items with arrow icon to link

  6. Click Save.

  • The default status codes for mail are outstanding (applied to all mail by default) and closed out.

  • Additional mail status codes can be configured by administrators.