Inbox Overview

Contents

The Contract Management Inbox and related Send to Inbox features provide a convenient method for transferring Contract Management documents electronically between users. Use the Inbox to retrieve documents other users have sent you.

You can open documents from other projects while in the Inbox without closing the project you are currently in. When previewing the document, you can forward it other users.

The Inbox stores documents sent to you by other users. Contract Management automatically records documents that are sent by choosing Send to Inbox from the Select an action drop-down. The Inbox displays the name of the document, the date and time sent, and the project with which the document is associated.

Notes:

• To open a document, click the document icon or the document’s title.
• To forward a document, mark the checkbox for the document and click Forward.
• To mark a document as read or unread, mark the document’s checkbox and click Mark Read or Mark Unread.
• To delete a document, mark the document's checkbox, and click Delete.
• You cannot manually add a document to the Inbox from the Inbox.
• Contract Management will not allow you to send a document to another user’s Inbox if the user does not have access to that module.
• When an item is deleted from the Inbox, the record and its comments are deleted from the database. The actual document (such as a submittal) is not deleted.