Email Tasks panel

Use the Email Tasks panel to perform various tasks on email message file. Each task is described here.

Open with Microsoft Office Outlook

This task only appears if you use Microsoft Outlook.

Click to open the email message in Microsoft Outlook.

Open with Newforma Project Center

This task only appears if you selected an email message of type .EML.

Click to open the selected email message in the Project Center Email Viewer.

Info Exchange > Transfer Only

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to send the files via Info Exchange.

Info Exchange > Transfer and Log a Transmittal

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to create a transmittal and send the files via Info Exchange.

Email > Send as Attachment

Click to open an email message in Microsoft Outlook containing the selected file as an attachment.

Email > Send as Link

Click to open an email message in Microsoft Outlook containing a link to the selected file that the recipient can click on to open the file.

Email > Send and Log a Transmittal

Click to open the Send Files and Create an Outgoing Transmittal dialog box to create a transmittal and send the files in an email message.

Email > Send with Options

Click to open the Send Files to Email Recipients dialog box to send the files in an email message.

Additional Send options could be available if other transfer methods were added to this project using the Edit Project Settings dialog box.

Add to > Another Project Item

Click to open the Select Project Item dialog box to add the selected email message file to a document set, action item, RFI, submittal, or project timeline item.

Log as > Project Center item

Click to create a new action item, document set, RFI, submittal, timeline event, or transmittal using the selected file as a supporting document.

Copy to My Mailbox

Click to copy the selected email messages to the Newforma – Copied Messages folder in your email application.

Find > All Versions of This File

Click to open the Search Results window to locate and list all email messages with the same subject.

Change Keywords

Click to open the Change Keywords dialog box to add and remove keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. from the email message.

Publish

Click to open the Publish Files dialog box to print or create a .PDF file of the selected email messages. A separate page is added for each message file.

Explorer Tasks > Open with…

Click to open the Choose A Program dialog box to select the application in which to open the selected file.

Explorer Tasks > Select in Explorer

Click to open Windows Explorer to the location where the email message is physically stored on your local computer or network.

Explorer Tasks > Copy Path to Clipboard

Click to copy the entire path of the selected file to the clipboard. You can then paste it anywhere else.

Explorer Tasks > Properties

Click to open the Windows Properties dialog box to view the file’s properties.