Unassigned Emails
Emails sent to and from matters on Thread have an ID that automatically links them to the matter. However, if an email is sent to the Thread dedicated email address, and it does not have a tracker ID linking it to any matter, then it will end up on the Unassigned Emails page.
Furthermore, 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 on the left pane.
2. Click on Filter and enter a date range to view unassigned emails in the boxes shown.
3. Click on an unassigned email to view its contents.
Assigning Unassigned Emails to a Matter
You can easily assign unassigned emails to a matter on Thread, and they will become visible on the Emails tab of the matter.
1. Click Unassigned Emails on the left pane.
2. Click on Filter and enter a date range to view unassigned emails in the boxes shown.
3. Select the email you want to assign to a matter.
4. Click Assign to Matter in the top grey pane.
5. In the pop-up window that appears, choose a matter to assign it to. Search for a matter by clicking All Matters and using the search bar shown.
6. Select the matter 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 the matter.
Deleting Unassigned Emails
1. Click Unassigned Emails on the left pane.
2. Click on Filter and 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
Emails received from your scanner will show in Unassigned Emails tab, and the pdf attachments will show in Scanned Items page.
Email with attachments in Unassigned Emails:
Attachments in Scanned items:
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