Archiving your Email

Correspondence -> Email inboxes

Conventional Email providers often rely on saving Emails to maps and sub-maps within the inbox environment.

In BaseNet contacts and/ or projects serve as a central reference point instead. All Emails can be archived under/ linked to contacts and/ or projects (matters) for convenient future reference. This also allows for the possibility to have Emails be viewable by colleagues.

Procedure 6.1. Saving a separate Email

Click on the Email which you wish to archive/ link to a contact/ project

1. Enter a contact or project. This can be done (without opening the Email) in the designated fields which can be found above the preview screen of the Email which has been selected.
2. Add credential levels. For more information on credential levels and designating credential levels, the page regarding Company system settings can be consulted.
3. If you have the Client Intranet enabled and if you wish to openly share the Email, check the “Share Client Intranet” box.
4. Now click on Save in order to archive the Email and have it moved away from the inbox.

Procedure 6.2. Single handedly archiving a selection of multiple Emails

1. Check the messages which you wish to archive.
2. Click the Save button at the top of the Email interface, which is located next to “New”.
3. A new window appears:

1. Add a project and/ or contact.
2. Designate a credential level.
3. Click on “Save selected Emails”