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Veritas™ AdvisorMail User Guide

Last Published: 2018-02-26

Product(s): AdvisorMail (Version Not Specified)

4) Action Bar

Based on your AdvisorMail configuration, there can be up to 13 folders. Since each folder has its own Action Bar and More Menu, the features are summarized here. The Action Buttons and More Menu options for a specific folder are the same for every view mode (List, Message, Snippet).

Table: Action Bar buttons

Action Button	Function	Folders Available
Review	Selected emails are moved to their corresponding Reviewed folder: Post Review -> Reviewed Random Sample -> Random Sample Reviewed	Post Review, Random Sample
Approve	Selected emails are immediately delivered to their end recipient(s) and a copy is placed into the Manually Approved folder.	Pre Review
Reject	Selected emails are returned to their original sender with Auditor comments and a copy (with Auditor comments) is placed into the Rejected folder.	Pre Review
Trash Can	Selected emails are placed into the Trash Can folder.	All folders except All, Privileged, Auditor Response, and Trash Can
Privilege	Selected emails are placed into the Privileged folder.	All folders except All, Pre Review, Privileged, and Trash Can

Note:

Bulk review is available for all action buttons. Selecting all emails provides the option to perform the action on the emails on the page or the emails in the folder.

The More Menu on the Action Bar provides additional the functions that can be applied to selected emails. Some of these functions can be applied to multiple emails simultaneously and some can only be applied one email at a time.

Table: Email Archive More Menu options

More Menu Option	Function	Folders Available	Can Be Performed On Multiple Emails?
History	View the history of an email. Which includes, when the email was received, when it was placed into a specific folder, and when it was reviewed.	All folders	No, one email at a time
Notes	Add a Note with your comments to the selected emails. Notes are time stamped and are linked to the original message. You can add as many notes as you want to an email.	All folders	Yes
Print	Print the selected emails. You may also elect to print the Notes that are associated with the selected emails.	All folders	Yes, but one page of emails at a time
Download	Download selected emails to your PC. Emails are in .eml format and enclosed within a compress file	All folders	Yes, but one page of emails at a time
Resend	Resend the selected emails to the original recipients	All folders except Pre Review and Reject folders	Yes, but up to 1,000 emails at a time
Auditor Response	Send a separate email with comments to the original sender or recipients you define with the original email attached	All folders except Privileged and Auditor Response folders	No, one email at a time
Reassign**	Assign the email(s) to a different reviewer (Auditor) for escalation, to redistribute workload, or other reasons.	Only Post Review, Pre Review, and Random Sample	Yes
Move	Move selected emails to other folders.	Only Trash Can and Privileged	Yes

** AdvisorMail allows any Auditor to reassign emails to themselves or to another Auditor within the same office. Auditors in a remote office can reassign emails to another auditor in the remote office or to an auditor at the Corporate Office level. Auditors who are in the Corporate Office are labeled with "Corporate" to the right of their names in the Reassign drop-down list. Emails that are reassigned from a remote office to the Corporate Office are removed from the remote office folder (Post Review, Pre Review, Random Sample). Then the message is placed in the same folder of the Corporate Office that is assigned to the selected Corporate Auditor.