Sending Messages to Internal Users - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Standard
Premier
Essential

Users within OnBase may send messages to other OnBase users through internal mail.

To send a message to an internal user in the Unity Client:

  1. On the Mailbox tab, click New.
    A new message is displayed:
    Message window displaying a blank email from the logged-in user.
  2. Add recipients, either manually or from the address book.
    • To add recipients manually:
      1. Type the name of a user or user group in the To: field, separating multiple recipients with a semicolon. Enclose user groups with angle brackets (<>). For example, <User Group>.
      2. On the Message tab, in Names, click Check Names to check the user or user group names that you have typed.
      3. If no matches or multiple matches were found, the following screen is displayed:
        Pop-up message that appears after clicking Check Names and lists 3 recipient names.
      4. Select the recipient to use and click OK.
    • To add recipients from the address book:
      1. On the Message tab, in Names, click Address Book, or select the To drop-down list.

        Corner of the message frame with the To drop-down arrow highlighted.

        The address book is displayed. Users and user groups are listed in Available Recipients. User groups are enclosed with angle brackets (<>).

        Address book dialog box with a list of available recipients displayed.
      2. Select a user or user group, or multiple users/user groups by holding down the Ctrl or Shift keys while clicking.
      3. Click Add Selected Items to add the selected user(s)/user group(s) to the Selected Recipients list.

        Add Selected Items button.

        Click Add All Items to add all user(s)/user group(s) to the Selected Recipients list.

        Add All Items button.
      4. To remove users/user groups from the Selected Recipients list, select them from the Selected Recipients list and click Remove Selected Items.

        Remove Selected Items button.

        To remove all users/user groups from the Selected Recipients list, click Remove All Items.

        Remove All Items button.
    The To: field displays the selected recipients:
    Message window displaying the selected recipient in the To field.
  3. In the Subject field, enter a subject of up to 100 characters.
  4. On the Message tab, in Tracking, select Read Receipt Requested to request a read receipt.
  5. Type a message of up to 250 characters.
    Note:

    Each space is treated as a single character, and each new line counts as two characters. When replying and forwarding, the right angle brackets (>) in the message field count as a single character and the Fw: counts as four characters in the subject field.

  6. Click Send.
    A confirmation message is displayed.