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
Click 'My Files' from the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display 'My Files' list with the
next to document.
Go to step 3 of PROJECT HOME MENU below.
Navigation - from Project Home Menu
Click 'My Files' from the main menu.
Click
next to document in list.
Click Add. Note: A 'Add a New Document to My Files' popup window will display.
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.
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.
Select
Author from
OR
under Other
enter another name in
that does not appear in the list in.
Enter
a short description of the document in .
Select
1st keyword from .
If
applicable select 2nd keyword from .
If
applicable select 3rd keyword from . Note:
To select multiple keywords,
hold the 'crtl' key and click.
Click Save to save file to 'My Files' OR click Cancel to close window.
Navigation Buttons & Screen Items