Mastering the Inbox

The Inbox is your command center. It replaces the chaos of standard email with a structured grid, ensuring nothing falls through the cracks.

Understanding the Grid Columns

• Mail Ref: A unique alphanumeric identifier (e.g., RFI-CON-000… ) generated by the system. Essential for legal tracking and referencing in meetings.
• From: The original creator of the thread.
• Mail Type: A quick visual indicator of the category (e.g., RFI-CON for Construction RFI).
• Communication: Displays the Subject line and a preview snippet of the message.
• Type & Priority: Visual badges. For example, a yellow Clash badge next to a red Urgent badge means site work is likely stopped and requires immediate attention.
• Status: Grey for Draft, dark grey for Active, yellow for In Progress, and green for Completed.
• Action: Quick icons to edit or delete items.

Real-Time In-App Updates & Dashboards

As emails are sent or received, they are instantly pushed and updated across all users’ dashboards. Users who work continuously within the app can safely turn off email notifications while still staying fully up to date through live in-app updates and alerts.

Email Notifications

Users automatically receive email notifications for:

• All new emails
• Any revisions to drawings or documents uploaded via the file system

In-App Alerts

Receive clear in-app alerts (in addition to optional email notifications) for:

• New messages
• Approaching deadlines
• Overdue items
• Pending approvals