Unassigned Emails
Emails sent to and from files on Thread have an ID that automatically links them to the file. However, if an email is sent to the Thread dedicated email address, and it is not specifically linked to a file, then it will end up on the Unassigned Emails page.
Further, scanned items that have been received using a configured subject line or the dedicated email address, will also end up on the Unassigned Emails page. See here for more details on setting up scanning via email.
Viewing Unassigned Emails
1. Click Unassigned Emails in the left pane.
2. Enter a date range to view unassigned emails in the boxes shown.
3. Select an unassigned email to view its contents.
Assigning Unassigned Emails to a File
You can easily assign unassigned emails to a file on Thread, and they will become visible on the Emails tab of the file.
1. Click Unassigned Emails in the left pane.
2. Enter a date range to view unassigned emails in the boxes shown.
3. Select the email you want to assign to a file.
4. Click Assign to File in the top grey pane.
5. In the pop-up window that appears, choose a file to assign it to. Search for a file by clicking All Files and using the search bar shown.
6. Select the file and click Next.
7. In the window that appears, add a subject for the unassigned email, include a status for the documents, include it in a bundle if desired, and add a document type.
8. Click Save.
9. The email will appear in the Emails tab of a file, under File Documents.
Deleting Unassigned Emails
If you need to remove an unassigned email from Thread, you can do this easily.
1. Click Unassigned Emails in the left pane.
2. Enter a date range to view unassigned emails in the boxes shown.
3. Select the email you want to delete.
4. Click Delete in the top grey pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
Emails from Scanner
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