The Mail:From Document Feeder tool, takes jobs created by the eCandidus™ Document Feeder and allows you to assign them to a case (property, etc.) and place them into a document category.
Types of Jobs
Jobs are divided into Unassigned and Assigned. Jobs start as Unassigned until they are linked to a particular Work Product item (case, property, etc.). Once they are linked, they are Assigned.
Selecting Unassigned Jobs
Use the combo box on the upper left hand side to select the Unassigned jobs.
Assigning a job to a Work Product entry
To assign a job, click on the Links tab:
And the enter any information about the Work Product (cases, property, etc.) to link to in the text box, and press tab (or click on the Find button)
The Work Product (cases, property, etc.) found are displayed. You can repeat the information/tab sequence until you see the Work Product item on the list. Click on the item to select it, and then press on the "...Assign" button to assign it.
Once the job is assigned, you are returned to the job selection screen.
Adding a job to a document category
Once assigned, you can place the job in a category by selecting the job, and clicking on the Links tab. Jobs that have been assigned will automatically display the assigned Work Product. You can then click on the category in the document bar to place it in that category.
Optionally, you can also click on the following buttons: