Wiki source code of Upload via Email
Last modified by MasterApps Support on 2021/06/18 01:51
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1 | Rather than saving and uploading email attachments or copying and pasting email content as a filenote, Injury Master provides the ability for Documents and Filenotes to be uploaded directly via email. | ||
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3 | [[image:Attachments.WebHome@mceclip2.0feb9.png||style="max-width:862px" alt="mceclip2.png"]] | ||
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5 | To upload documents and notes via email, the Injury Master Address for the particular Incident / Claim must be included in the “To:” or “Cc:” line of an email. (Please note that email upload will not work if address is entered into “Bcc:” line.) | ||
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7 | There are 2 methods of adding the IM Address Book to your email account: | ||
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9 | 1. Email Integration | ||
10 | 1. Individual Incident / Claim or Files area | ||
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14 | ==== **Email Integration** {{id name="email-integration" /}}==== | ||
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16 | Email integration can be set up by following the [[Adding an LDAP account to your email client>>doc:Injury Master.Emails.Adding an LDAP account to your email client.WebHome]] guide. | ||
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18 | Once email integration has been set up, documents and filenotes can be uploaded via email into any Incident / Claim by simply typing the worker’s name into the address bar, without requiring a login to IM. | ||
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20 | You can read more about uploading via email and access the required connection details from __Upload via Email__ area under profile settings in the **Blue Bar**, or the __All Incidents/Claims__ tab of the **Upload via Email** window in Documents or Notes / Actions. | ||
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22 | [[image:Attachments.WebHome@mceclip3.b5512.png||style="max-width:950px" alt="mceclip3.png"]] | ||
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24 | [[image:Attachments.WebHome@mceclip4.d3fae.png||style="max-width:638px" alt="mceclip4.png"]] | ||
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28 | ==== **Upload Attachments via Email** {{id name="upload-attachments-via-email" /}}==== | ||
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30 | Email attachments can be sent to IM to become a viewable document within the Documents library of any Incident / Claim. The subject line of the email will become the document title, and the first part of the email body added to the document notes. | ||
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32 | [[image:Attachments.WebHome@mceclip5.b99e9.png||style="max-width:923px" alt="mceclip5.png"]] | ||
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34 | Please note that image files cannot be uploaded via email. Any email uploaded to the documents area with only images or text will be stored as an Email file. | ||
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36 | [[image:Attachments.WebHome@mceclip6.41896.png||style="max-width:959px" alt="mceclip6.png"]] | ||
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38 | To upload an attachment via email, select __Upload via Email__ from the blue drop down arrow next to **Upload** in the Documents library of the appropriate Incident / Claim. | ||
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40 | [[image:Attachments.WebHome@mceclip7.0cf7f.png||style="max-width:578px" alt="mceclip7.png"]] | ||
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42 | Copy and paste the link from the **Upload via Email** window into your email and send. You will only need to copy this link once, for each Incident / Claim, as the address will be saved to your email account. | ||
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46 | ==== **Upload Filenotes via Email** {{id name="upload-filenotes-via-email" /}}==== | ||
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48 | Email correspondence without any attachment can be captured as a filenote in the Notes / Actions area of an Incident / Claim, including both the subject line and email body in the note. | ||
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50 | [[image:Attachments.WebHome@mceclip8.ccd60.png||style="max-width:1427px" alt="mceclip8.png"]] | ||
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52 | Whole email threads relating to an injured worker can be captured if the filenote address is included in the “Cc:” email line and each participate uses “Reply All” when responding to emails. | ||
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54 | To upload a filenote via email, select __Upload via Email__ from the blue drop down arrow next to **Upload** in the Notes / Actions area of the appropriate Incident / Claim. | ||
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56 | [[image:Attachments.WebHome@mceclip9.9669d.png||style="max-width:790px" alt="mceclip9.png"]] | ||
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58 | As with the Document upload, copy and paste the link into your email. This is only required the first time you upload a filenote. | ||
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60 | [[image:Attachments.WebHome@mceclip10.a3351.png||style="max-width:672px" alt="mceclip10.png"]] |