Add an Email to My Files

This function enables users to add an email and/or email attachment/s from their PC/file server to ‘My Files’.  

Please note:
You must first save your email and/or email attachments to your PC.  The following is a guide when using Microsoft Outlook with Windows Explorer.  Please contact your site administrator for help using software other than Microsoft Outlook and Explorer.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

 

How to save an email from Outlook to Explorer

How to save email file attachment/s from Outlook to Explorer

 

Navigation - from Login Menu

  1. Click 'My Files' from the main menu.

  2. Click next to document in list, click Select.  Note: The Project's Home Page will display 'My Files' list with the next to document.

  3. Go to step 3 of PROJECT HOME MENU below.

Navigation - from Project Home Menu

  1. Click 'My Files' from the main menu.

  2. Click next to document in list.

  3. Click Add.  Note: A 'Add a New Document to My Files' popup window will display.

  4. Click to select file from your PC drive/s (floppy, CD, hard drive/s, network drive/s).  Select file and click Open.  Note: The file directory and name will display in the browse box.

  5. Enter File Name in .  Note: Hover cursor over 'Field Name' to display example.  Name in a way that will mean something to the project...do not use dates.

  6. Select Author from
    OR
    under Other enter another name  in that does not appear in the list in.

  7. Enter a short description of the document in .

  8. Select 1st keyword from .

  9. If applicable select 2nd keyword from .

  10. If applicable select 3rd keyword from .  Note: To select multiple keywords, hold the 'crtl' key and click.

  11. Click Save to save file to 'My Files' OR click Cancel to close window.

 

Navigation Buttons & Screen Items