Customize Inbox Dialog Box


Use this dialog box to configure the way in which documents appear in your inbox.

Projects:

Show Inbox Items for All Projects

Choose to display all documents in your Inbox from all projects.

Note: If you select this option, the Inbox object will only refresh when you log out and log back in to the application.

Show Inbox Entries for Items Selected in the View

Choose to display documents only from projects within the selected folder.

Note: If you select this option, the Inbox object will refresh every time you return to the Control Center.

Documents:

Organize Documents By

Select the primary method with which to organize documents requiring action by.

Then By

Select the secondary method with which to organize documents requiring action by. The module organizes the documents by the primary method first, then sorts the documents based on the secondary method.

How to access this dialog box:

From the Inbox object in the Workspace, click Customize .



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Last Published Wednesday, June 17, 2015