Advanced Message Sending
In this article:
ZERO streamlines the process of sending messages by allowing you to file or move them to the correct destination with a single action. Additionally, the Wrong Recipient Detection (WRD) feature enhances accuracy by identifying incorrect recipients before sending. For more information on WRD, please refer to the Wrong Recipient Detection: Overview section.
Before sending messages, it is crucial to ensure that your Document Management System (DMS) is properly integrated and that your Send with Action options are correctly configured within the application settings. These configurations are necessary to enable the filing and/or moving of your messages effectively. For detailed setup instructions, please visit Sending with Action.
Sending and Filing a Message
To send and file your messages, first ensure that your DMS integration is active. Then, enable the Send with Action option from the application settings and select Send & File as your preferred action. If you prefer to perform actions immediately without additional prompts, disable the Ask Before Action feature from the same settings screen. For details about these settings, refer to Sending with Action.
If Ask Before Action is disabled in the application settings:
- Tap Send & File after composing your message. The File Message screen is displayed.
- Fill in the information required for filing the message. For details on how to fill in the File Message screen, see Specifying Filing Attributes (in case your DMS integration is with iManage) and Specifying Filing Attributes (in case your DMS integration is with NetDocuments).
- Tap Send & File to finalize and send your message to the specified location.
If Ask Before Action is enabled in the application settings:
- Tap Send after composing your message .
A popup with the following two options is displayed:
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- Send
- Send & File
- Tap Send & File. The File Message screen is displayed.
Note: Choose Send to send without filing, Cancel to terminate the operation. - Fill in the information required for filing the message. For details on how to fill in the File Message screen, see Specifying Filing Attributes (in case your DMS integration is with iManage) and Specifying Filing Attributes (in case your DMS integration is with NetDocuments).
- Tap Send & File to finalize and send your message to the specified location.
Sending and Moving a Message
To send and move your messages, enable the Send with Action option from the application settings and select Send & Move as your preferred action. If you prefer to perform actions immediately without additional prompts, disable the Ask Before Action feature from the same settings screen. For details about these settings, refer to Sending with Action.
If Ask Before Action is disabled in the application settings:
- Tap Send & Move after composing your message. The Select a Folder screen is displayed.
- Choose the desired folder for your message. The message is then sent and moved to the specified folder in one action.
If Ask Before Action is enabled in the application settings:
- Tap Send after composing your message . A popup with the following two options is displayed:
-
- Send
- Send & Move
- Tap Send & Move. The Select a Folder screen is displayed.
Note: Choose Send to send without moving, or Cancel to terminate the operation. - Select the folder where you wish to move the message. The message is then sent and moved to the specified folder in one action.
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