Manage Email Chains

You have the ability to link related emails together. On a Document Library Page, DMS refers to this type of linking as email chains. You have the ability to manage a client's email chains.

1. On the Document Library Page, click on Manage Email Chains.

    

   

    

2. The Email Chains page for the selected client opens. All the email chains in the DMS for the client will be listed.

    

   

    

• An open email chain will have its checkbox checked.

• A closed email chain will not have its checkbox checked.

Review Another Client's Email Chains

1. To review another client's email chains, click the down arrow in the Client field.

2. From the drop down list, select another client.

3. The selected client's name populates the Client field. In this example, the client also has member clients. Click the View link.

    

   

    

4. The page refreshes to display all the email chains in the DMS for the client.

Close Out an Email Chain

1. Locate the email chain that you wish to close out. Its checkbox will be checked.

    

   

    

2. Click the checkbox to remove the check.

3. Click on the Update link.

4. The selected email chain is now closed.

5. You will not be able to save a new email to the chain. However, all emails previously saved with that email chain will remain available in the DMS.

Save and Exit

If you wish to save any of the corrections on this page, then click the Update link.

11/20/2008