Displayed columns configuration .............................................................................. 24
Sorting columns......................................................................................................... 26
Changing the column width....................................................................................... 26
Adapting the work area ............................................................................................. 26
Logging into or out of an agent group ..................................................................................... 27
Logging in and out: option 1 ..................................................................................... 27
Logging in and out: option 2 ..................................................................................... 27
Processing documents (mailbox folders) ................................................................................. 28
Mailbox folders: Inbox .............................................................................................. 28
Special features of documents ................................................................................... 29
Special features of documents assigned in the CIE system ....................................... 31
Special features of directly addressed incoming documents ..................................... 33
Special features of new outgoing documents ............................................................ 33
Mailbox folders: Deferred ......................................................................................... 33
Mailbox folders: Drafts ............................................................................................. 33
Mailbox folders: Sent ................................................................................................ 35
Mailbox folders: Deleted ........................................................................................... 35
Mailbox folders: Overview........................................................................................ 35
Mailbox folders: Completed...................................................................................... 37
Mailbox folder: Archive ............................................................................................ 38
All mailbox folders: Search function......................................................................... 39
Scrolling in folders .................................................................................................... 40
Processing documents (mail header) ....................................................................................... 41
Sender addresses........................................................................................................ 41
Using addressing options........................................................................................... 42
Using the address books .......................................................................................................... 45
Types of address books ............................................................................................. 45
Search fields in the address books ............................................................................. 46
Search ........................................................................................................................ 47
Displaying and changing transmission settings ......................................................... 47
Displaying and changing a distribution list ............................................................... 48
Configuring options ................................................................................................................. 49
Configuring updates .................................................................................................. 49
Available options....................................................................................................... 49
Setting the options ..................................................................................................... 51
Importing personal address books .......................................................................................... 52
Limitations................................................................................................................. 52
Error handling............................................................................................................ 52
Import files ................................................................................................................ 52
Creating templates for CSV files............................................................................... 54
Importable columns ................................................................................................... 55
Importing ................................................................................................................... 56
Processing documents.............................................................................................................. 57
Creating a new document .......................................................................................... 57
Sending a document .................................................................................................. 57
Replying to the sender of a document ....................................................................... 58
Replying with or without the original text................................................................. 58
Forwarding a document ............................................................................................. 59
Picking up a document .............................................................................................. 59
Delegating a document .............................................................................................. 60
Completing the processing of a transaction............................................................... 60
Creating a signature................................................................................................... 60
Allocating a job code................................................................................................. 61
Adding an attachment................................................................................................ 61
Configuring transmission options.............................................................................. 62
Holding and resubmitting a document....................................................................... 63
Saving a document temporarily ................................................................................. 64
Repeating a failed transmission................................................................................. 64
Resending a document............................................................................................... 65
Printing a document................................................................................................... 65
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Contents
User Manual CIE 1.0 WebClient
