Using Mail Folders

 

Allocate mail items into folders to make them easier to sort. To view mail folders, click the arrow icon to expand the folders section.

Smart Folders can automatically file mail or other data based on folder rules.

Dynamic Folders can automatically create folders and file mail based on mail fields (metadata).
Swap between folder types by using the Folder view drop-down menu.

To file mail into folders:

  1. Open the mail item.

  2. Click the folder icon.


  3. Select the folder.


  4. Click Apply.

  • Mail Items can be filed and viewed in multiple folders. However, there is only ever one copy of the mail in InEight Document.

  • Mail items that have been filed in one or more folders have a folder icon displayed in the Register.