Collaboration tools: Emails

With Email collaboration, you can view all email messages from within the context of the relevant submission. The window shows the header (date and time, To, From, and Subject) for all of the email messages associated with that submission. The messages are sorted by date and time, with most recent first.

In addition to email messages sent by users, the system can send email messages automatically. These automated messages are sent during certain events in the submission process.

Email messages in Underwriting Management contain all the standard features of email. An additional field called Type shows what category of the submission the message relates to, such as financial statement, loss control report, or proposal.

Working with emails

Action	Details
Search for an email	In the Search Emails field, type the name of the user or the content you want to search for. You can only search the header fields (Subject, To, From, and CC). You cannot search the body of the email.
Filter emails by type	Click the Filter icon to the right of the Search Emails field, and then select the types of emails you want to display.
View an email	Click on any email to view the entire email. To return to the list of emails, click the Email window title bar. To view an email in a new window, click the expander icon in the top-right of the email message.

Action

Details

Search for an email

In the Search Emails field, type the name of the user or the content you want to search for. You can only search the header fields (Subject, To, From, and CC). You cannot search the body of the email.

Filter emails by type

Click the Filter icon to the right of the Search Emails field, and then select the types of emails you want to display.

View an email

Click on any email to view the entire email.

To return to the list of emails, click the Email window title bar.

To view an email in a new window, click the expander icon in the top-right of the email message.