Inbox

You can filter emails by certain criteria: Status (read, unread and archived), recipient, assigned person, dates and categories.

Tip!
Find a certain email or an attachment by typing free text into the Search field.

Status: You can filter by Read, Unread and Archived status. Archived emails are hidden by default; you must select them in this field to view them. You can assign statuses either via the email list (bulk assigning is possible) or in the email body.

Sent by: You can filter by the email sender by entering the sender's name (or parts of it).

Assigned to: Displays emails that are assigned to certain people. You can assign people either via the email list (bulk assigning is possible) or in the email body.

From - To: Displays emails that have been received during a certain time period.

Category: Displays emails of a certain category. You can assign categories in the email body.

Lists the emails you've received in your inbox.

You can select and edit a single mail, or you can multi-select and edit all selected mails via the button at the bottom of the list.
Read more about the various editing possibilities under E-mailVia the menu in the email header, you have access to these functions:Assign: Assigns the mail to a specific responsible for further actions. You can also assign a responsible by clicking in the email header next to "None".Set to: You can assign a status to the email. This affects also the filter settings to the left as finished emails are usually removed from the viewDelete: Deletes the email and its attachments.In the same header, you can also assign a Category by clicking (below the email date).At the bottom of the email, you can quickly check/set the mail status: Read, Unread or even Archived. Note that archived emails are only displayed if you choose so in the filter. .

Tip!
Find any email or attachment by typing free text into the Search field.

Via the menu in the email header, you have access to these functions:

• Assign: Assigns the mail to a specific responsible for further actions. You can also assign a responsible by clicking in the email header next to "None".

• Set to: You can assign a status to the email. This affects also the filter settings to the left as finished emails are usually removed from the view

• Delete: Deletes the email and its attachments.

In the same header, you can also assign a Category by clicking (below the email date).

At the bottom of the email, you can quickly check/set the mail status: Read, Unread or even Archived. Note that archived emails are only displayed if you choose so in the filter.

If an email has an attachment, you can see this already in the list of emails (left pane).

To e.g. create a contract in Complete Control directly from the attachment, click the attachment in the email (right pane):

• Create a contract: Only possible for PDF's. Creates a contract and adds the attachment to the contract. Read more here.
  Tip! If there is already a related contract, this contract card is displayed when clicking the attachment in the email. This prevents you from creating doublets.

• Move file: Moves the file to a place in the File explorer. By this, you can also save the file on a contract card: Find the folder for the contract and save the PDF in the File attachments sub-folder.

• Download: Saves the file to your machine.

• Delete file: Deletes the file from Complete Control.

The settings below must be made by a system administrator or an administrator with equivalent rights.