Sending Internal Mail - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Client
Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Essential
Premier

Internal Mail provides the ability to message other users and user groups inside OnBase.

  • Messages can include attached documents.

  • Internal mail delivers messages to the user's internal mailbox. Depending on the configuration, he or she can be notified about new mail upon arrival or upon logging onto the system.

  • If the system is licensed for External Mail Services, users can send email directly from this interface. For more information see the External Mail Services Help.

    Note:

    Depending on how your system is configured, a user without rights to an attachment's Document Type may not be able to view the attachment. If the user is able view the attachment but does not have rights to the Document Type, Add/Modify Keywords and Re-Index options will be unavailable, but the user will be able to add notes and annotations to the document.

  1. Open the Send Mail dialog box. Access the dialog box using one of the following methods:

    • Click the Mail Document (Internal) toolbar button from the OnBase Client toolbar to open the Send Mail dialog box.

    • Right-click from an open document and select Send To | Mail | Internal User to open the Send Mail dialog box with that document as an attachment.

    • Select one or more documents from a Document Search Results list, right-click and select Send To | Mail | Internal User to open the Send Mail dialog box with those document(s) as attachments.

    • Right-click on an envelope and select Send To | Mail | Internal User to attach all documents within the envelope.

    The Send Mail dialog box is displayed.

  2. To send mail to an individual recipient, enter the recipient's OnBase user name in the To field, or select the recipient from the To drop-down list and skip to step 4.
  3. To send mail to multiple recipients or User Groups, use one of the following methods:

    • Enter the recipients' OnBase user names in the To field with each user name or address separated by a semi-colon (;).

      Note:

      Although only the first user name in the To field is resolved, the message is sent to all valid user names entered in the To field.

    • Click To. The Select Users dialog box is displayed, allowing you to select multiple recipients.

    Note:

    User Group names display nested within <>, differentiating them from individual user names. When you send message to a User Group, the message is sent to all members of the User Group.

    1. Select recipients for the mail message. Note that any user names you previously entered in the To field have already been added to the Send To list. All email addresses are pushed to the end of the Send To list.

      • To add recipients, select the user(s) or User Group(s) from the Address Book and click Add.

      • To add all users and User Groups in the Address Book, click Add All.

      • To remove a recipient, select the email address, user or User Group from the Send To select list and click Remove.

      • To remove all recipients from the Send To select list, click Remove All.

      Note:

      User names in the To field are resolved and separated by semicolons, even if they were not previously resolved before opening the Select Users dialog box.

    Note:

    Internal mail cannot be sent to user names that contain a semicolon.

  4. Type a subject for your message in the Subject field.
    Note:

    Subject lines can contain up to 100 characters and the To field can contain up to 30 characters.

  5. Select Read Receipt Requested if you require a read receipt.
  6. Enter a message of up to 249 characters in the Message field.
  7. Click Send.