File Inbound File

Open this form by selecting:

• CRM > Relationships > Inbound Filing by drilling down on an unfiled file.
• Workflow Desk > File Inbound Emails desktop item by drilling 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 with the records, and the assigned user and team.

• Inbound Filing
• Inbound Email
• Main
• File Against
• Security