File Inbound File

Access this form from:

• CRM > Relationships > Inbound Filing through drill down on an unfiled file.
• Workflow Desk > File Inbound Emails desktop item through drill down on an unfiled file.

The Inbound Filing form gives access to the detail of the File, the File Against detail that you can update to file the File against the required records in Greentree, and the Assigned User and Team.

The same form is used to file Inbound Emails or Inbound Files.

• Inbound Email
• Main
• File Against
• Security