Sending Messages
With ZERO, you can easily send your messages and file or move them, all with a single click. This allows you to instantly organize your messages into the correct destination folders while sending them. Additionally, ZERO offers the Wrong Recipient Detection (WRD) feature, which helps you identify incorrect recipients when sending messages. For more information on WRD, please refer to the Wrong Recipient Detection: Overview section.
Click on the links below to learn more:
Sending and Filing a Message
Once you have enabled integration with your Document Management System (DMS) and defined the Send with Action options in your application settings (see Sending with Action) you can send and file your messages in one go.
In case the Ask Before Action field is turned Off in the application settings:
- Tap Send & File after composing your message. The File Message screen is displayed.
Note: The Send & File button will be available in case you select the Send & File checkmark in the Send with Action screen and turn Off the Ask Before Action field in the application settings. - 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 in the File Message screen. Your message is sent and filed to the specified location.
In case the Ask Before Action field is set to Ask in the application settings:
- Tap Send after composing your message .
A popup with the following two options is displayed:
-
- Send
- Send & File
- Tap Send & File. The File Message screen is displayed.
Note: You can choose Send in case you want to send the message without filing it. Or, you can choose 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).
Sending and Moving a Message
Once you have defined the Send with Action options in your application settings (see Sending with Action) you can send and move your messages in one go.
In case the Ask Before Action field is turned Off in the application settings:
- Tap Send & Move after composing your message. The Select a Folder screen is displayed.
Note: The Send & Move button will be available in case you select the Send & Move checkmark in the Send with Action screen and turn Off the Ask Before Action field in the application settings. - Select the folder to which you want to move your message. The message is sent and moved to the specified folder in one go.
In case the Ask Before Action field is set to Ask 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: You can choose Send in case you want to send the message without moving it. Or, you can choose Cancel to terminate the operation. - Select the folder to which you want to move your message. The message is sent and moved to the specified folder in one go.
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