Docufree Help

# Your Docufree Inbox

The inbox section can be separated into the following areas:

Inbox Areas

# Pager

The pager control shows the number of pages that are available for the current list. It improves response performance by showing only limited items at once. At anytime you can refresh the current list by clicking on the Refresh button.

Note

The inbox list will always display the most recent item first.

# Tools

Task Description
Add File Add File You can add a file to your inbox using the Add File icon. The methods to add a file are Capture Center, Html, Word, Excel, and Powerpoint.
Open as Group Open as Group Open multiple files together under the same group tab. Actions on the group can save time. For example, sending a secure email for a group of files rather than for each individual file.
Route To Route To You can send a file to another Docufree user's inbox. The file will no longer be in your inbox.
Copy To Copy To You can copy a file to one or more Docufree user's inbox. Each recipient will receive a separate copy of the file.
Move File Move File Move a file to another folder.
Copy File Copy File Copy a file to another folder. The original remains in its original location.
Rename File Rename File Rename the selected file. Only one file can be renamed at a time.
Delete Delete Delete selected items and move them to the trash bin. If the item is a link then only the link is deleted; the original file will stay intact.
Export Export Export the current list content to an Excel workbook.
Combine Selected into PDF Combine Selected into PDF Combine selected files into a single PDF file for printing. This tool is only active if you have selected more than one item.
Zip Selected Zip Selected Combine selected files into a single zip file for downloading. This tool is only active if you have selected more than one item.

# View Options

If you have workflow tasks assigned to you, they are also added to your inbox. However, the inbox is not the optimal place to manage workflow tasks. You can hide the task items by clicking on the Show drop-down and un-check the Workflow Tasks checkbox.

The inbox list also provides a simple filter box to make searching inbox items possible. The filter will look at the sender name, file name, subject, and message fields to find the matches.

# Item List

The item list has the following columns:

Column Description
Selection Box You can select more than one item to perform an action.
  • Select the checkbox to the left of the file and then perform the action.
  • To remove the selection, click the checkbox again.
Importance If the inbox item is a priority item, a ! mark will display in this column.
From The sender information and the date and time the inbox item was received.
Name The name of the file. Click on the link to view the item. The image icon represents the file type, such as Word, Excel, PDF, TIF, CAD, etc.
Subject and Message Contains the subject of the inbox item on the first line. Any message text associated with the inbox item will display on the next line.
Size The file size of the inbox item.

← Sent Items →