Composing a New Message

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To compose a new message:
  1. Tap _icon_-_composing_a_message.png at the bottom right corner of the screen to open the email composer.

29_Composing_a_new_message_icon_highlight.png

  1. Fill in the recipient(s) and subject fields. ZERO enables easy editing of addresses in the recipient fields, ensuring a smooth and efficient experience. For details on editing addresses, refer to Editing Recipient Addresses.
  2. Compose your message.
  3. If needed, attach various files to your newly composed email. For more details on how to do that, see Attaching Files to a Message.
    Note: ZERO allows to attach files from your device to a new message. Simply choose the files you wish to attach and select the ZERO app from the iOS sharing menu. This action seamlessly adds the selected files to your message, making it convenient to share documents directly from your device.
  4. If needed, scan text and codes with the camera by clicking _icon_scan.png. Please note that in order to send scanned photos, you must first enable camera access for the ZERO app in your device settings.
  5. If needed, click _icon_Metadact.png (Metadact) to clean your attachments. Please note that this icon becomes available when you have added an attachment to your message and have external recipients in your contact list. For more details, see Cleaning Attachments with Metadact.
  6. Hit Send Send & File / Send & Move (for details about how to send a message with or without the filing / moving action, see Sending and Filing / Moving a Message in Advanced Message Sending). The Send Message screen is displayed where you can confirm the recipients' list before sending the message. For details on how to confirm the recipients' list, see Active Wrong Recipient Detection.

Note: With ZERO, you can effortlessly preview your email attachments within the composer to confirm their accuracy before sending. To do this, simply tap on the attachment in your email composer. This action opens a preview, allowing you to review the file. Once you've verified that it's the correct attachment, click Done to close the preview.

Note: When viewing your messages, you can preview MSG file attachments directly, providing a seamless experience in understanding the content of your emails. Additionally, PDF attachments can be previewed and edited using the native editor component, offering you the flexibility to make changes on the go.

Composing a New Message_iM.png

 

Editing Recipient Addresses

To modify an address in any of the recipient fields, tap on the email address. This action will open a context menu with the following options:
  • Edit - allows to modify the selected address.
  • Copy - copies the address to your clipboard for use elsewhere.
  • Remove - removes the address from the list.
  • Move to To - moves the recipient to the “To” field. This option is available for addresses currently in the CC/BCC fields.
  • Move to CC - moves the recipient to the “CC” field. This option is available for addresses currently in the To/BCC fields.
  • Move to BCC - moves the recipient to the “BCC” field. This option is available for addresses currently in the To/CC fields.
Editing an Address.png
Please note that if a recipient is already in the target field, ZERO will simply remove them from their original field.
If ZERO suggests a wrong recipient, tapping on it will display a context menu with the following options:
  • Did you mean - shows the suggested email address. Tapping _icon.png to the right of this option replaces the entered email address with the suggested one.
  • Edit - opens the edit mode for that address.
  • Remove - removes the address from the list.
Editing an Address_wrd.png

 

Attaching Files to a Message

To attach files to a message and send it to the recipient:

  1. Open the email composer screen.
  2. Click _icon_-_attach_photo.png (image). Browse and select images / videos from your device.
  3. Click _icon_-_camera.png (camera). Take a picture / video and select Use Photo / Use Video.
  4. Click _icon_scan.png to scan text and codes with the camera. Please note that in order to send scanned photos, you must first enable camera access for the ZERO app in your device settings.
  5. Click _icon_-_attachment.png (attachment). Browse and select files from both your device and your iCloud account.
  6. In case your Document Management System integration is with iManage, click _icon_-_Browse_from_DMS.png(browse from DMS). Browse and select files from iManage. For more details on how to do that, see Browsing Files from iManage. Please, note that you will see this option only in case if your iManage account is enabled.
    Note: When attaching files to a message for the first time, ZERO asks you to give access to your phone. Click Yes to be able to proceed. Additionally, you can even select files from your device and attach them to the new message by selecting the ZERO app from the iOS sharing menu.
  7. Click _icon_Metadact.png (Metadact) to clean your attachments. Please note that this icon becomes available when you have added an attachment to your message and have external recipients in your contact list. For more details, see Cleaning Attachments with Metadact.
  8. Click Send at the upper right corner of the screen. Please, note that the composed message can be filed in parallel with sending if the Send and File feature is enabled in application settings. Or, when Always Send and File feature is set by your company's Administrator in the configuration file. For details about filing messages to iManage, see Filing a Message to iManage. For details about filing messages to NetDocuments, see Filing a Message to NetDocuments.

 

Browsing Files from iManage

To browse files and attach them to your newly composed message:
  1. When composing an email, click_icon_-_Browse_from_DMS.png(browse from DMS). This opens the Recents screen comprised of your recent folders and files which are grouped in the following tabs of the top navigation bar:
    • Documents
    • Emails
    • Matters
    • Clients
    • My Matters
    • Favorites
Note:  In case of multiple DBs, you will be able to choose the preferred one. To do that, click the _icon_-_DB.png (DB) icon at the top right corner of the screen and you will see all the DBs to which you have access. Please, note that only one DB can be selected. In case you have access to only one DB, you will not see the DB icon.
30_Browsing_Files_from_DMS_Recents_Screen.png
  1. Tap at the appropriate navigation tab and select the needed file from it. The attachment preview screen appears.
  2. Preview the attachment and select the Attach File button. The application returns the following two options for attaching the file: 
    • Attach File – this option attaches the file to the message
    • Attach NRL – this option generates and attaches a shared link (NRL file)
  1. Select the respective option and send the email with the file attached.

Note:  ZERO offers the ability to easily locate the file that you are looking for within a mere fraction of time. Therefore, the Recents screen has been enhanced with a comprehensive search mechanism. It implies acquiring the search results based on a keyword that is entered into the search box below the navigation tabs. The results returned display a filtered list of files.

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Minimizing the Composer

When composing an email, you may want to minimize the composer to navigate through other screens, allowing you to access additional information or perform other tasks within the application without losing your current progress in the email draft.

Here is how you can manage your composer efficiently:

  1. Swipe down: To minimize the composer view, simply swipe it down. This action will move the composer to the bottom of the screen with its title visible.

Minimizing the Composer.png

  1. Access other screens: After minimizing the composer, you can navigate through all application screens as usual.
  2. Open minimized composer: To reopen the minimized composer, tap on its minimized view at the bottom of the screen. This will restore the composer to its previous state, retaining all changes made before minimizing.
  3. View multiple composers: If you have multiple minimized composers, they will be presented in a scrollable preview.
  4. Access minimized composers: If there is only one minimized composer, it will open directly. If there are multiple composers, you will see a preview of all minimized composers, allowing you to scroll through and select the one you need.
  5. Closing minimized composers: If there is only one minimized composer, open it and click Cancel at the top left corner of the screen to close it. If you have multiple minimized composers, you can close any minimized composer by either tapping the X button or swiping left. This action will save the composer as a draft.

    Minimized Composers_Preview.png

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