Inbound Filing

Use the Inbound Filing form to view filed, partially filed, or completely filed Inbound Emails or filed/unfiled files. You enter criteria, perform the search and then can drill down to the email/file to view filing details or file unfiled items. The search criteria includes text contained in the Subject and Body of the Email. The Show completed items option enables you to search on completely filed items.

You can drill down on the items in the table. This gives access to the Inbound Filing detail window. This form consists of a number of tabs, displaying detail of the selected item, the File Against options and Security detail. The File Inbound Email and File Inbound File windows are used to file the unfiled emails/files.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Subject Contains

Enter the Email Subject text that you want to base your search on. The individual words you enter are used to search on and retrieve the Emails containing the text.

Body Contains

Enter the Email Body text that you want to base your search on. The individual words you enter are used to search on and retrieve the Emails containing the text.

Show Completed Items

Select this option to search on completely filed Inbound Emails/Files.

Completely filed Emails have been filed against all the default items listed in the File Against Table on the File Inbound Emails window. If selected, Greentree then performs a search on Email Attachments and retrieve the filed Emails that match the criteria entered. If not selected, Greentree performs a search on not completely filed and unfiled Inbound Emails and you can allocate them to the required record.
A Completed File is attached to a record or multiple records in Greentree Desktop. Select this option to search on filed Files. Leave this item deselected to access unfiled Files.

View

Select the records you want to view. You can select:

All: All records are available, no limitation based on the owner of the record.
Mine: Only the records that are assigned to you are available.
Team: Only the records that are assigned to your team(s) are available.

Inbound Filing Table

This table lists all the completely Filed/Filed/Unfiled emails/Files using the criteria selected.

You can drill down on an item to access the Inbound Filing detail window. This form lists the detail of the Email/File, what it is filed against and the Assigned User and Team. If the Email/File has not been filed yet, you can file it against a specific record from the Inbound Filing detail window.