Demo Buy

Folders, action items and content type

You switch between folders from the left menu and filter emails awaiting action from you and the content types determined by AI.

  • Any user who has signed in to the app

What are folders, action items and content type?

You switch between folders from the left menu and filter emails awaiting action from you and the content types determined by AI. Who can do this: Any user who has signed in to the app. The AWAITING ACTION section appears only when there is a pending approval or response date. In the inbox, tap the menu icon in the top left.

Steps

  1. Tap the menu icon in the top left of the Inbox. The folder panel opens.

  2. Tap the Inbox, Sent, Drafts, Scheduled, Archive, Quarantine or Trash folder 1. The unread count appears next to the folder.

  3. If there is anything waiting for action from you, the PENDING ACTIONS section appears: Pending approvals and Awaiting replies.

  4. Filter the list by selecting a type in the CONTENT TYPE section 2; for example Invoice/Payment or Quote/Tender.

Folder panel: folders and content types
  1. 1Folders
  2. 2Content type
Android application with demo data.
Note The PENDING ACTIONS section only appears when there is a pending approval or response date.

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