In this tutorial, I will show you how to View, Filter, and Sign an Email in the Mailing Module.

VIEW: (0:09)

To View your emails, follow the next steps:

1. Go to the Mailing module.

2. The System will display the number of Total Emails and the List of received emails with the Sender’s Name, the Subject, a Preview of the Email, and the Date.

• Unread emails will be displayed with the Subject and Date in blue.

• Unsigned emails will be displayed with the Subject and Date in red along with a red pencil icon.

3. To Refresh the List, click on the Refresh button on the right-hand side of the top bar.

4. To View an email, click on it. The date and time will be displayed on the top right-hand side of the screen.

5. To View who has Read and Signed (if requested) each email, click on the three dots next to the recipients. A window will appear with the recipients, indicating with a green check if the user has Read and/or Signed the email or a red “x” if not. To close the pop-up window click on “Close”.

FILTER: (1:10)

1. To Filter by Unread Emails, click on the "Unread" button. Click on the button again to remove the filter. The button will turn light gray.

2. To Filter by Unsigned Emails, click on the "Unsigned" button. 

3. Click on the button again to remove the filter. The button will turn light gray.

4. To Filter by Unread Emails that are also Unsigned, click on both buttons so they turn blue and red respectively.

SIGN: (1:44) 

To Sign Emails:

1. Select the Unsigned email from the list.

2. Click on the "Sign" button in the top right-hand corner of the email.

3. Enter your Password in the pop-up window to Sign the email.

4. Click “Sign” to accept, or "Cancel" to go back to the email without signing it.

NOTE: The admin will not have the “Unread” and “Unsigned” buttons to filter the emails.

For more information on the Mailing Module, please watch the other tutorials.

ROLES AND PRIVILEGES: (2:16)

A user must have the corresponding Roles and Privileges to be able to View the Mailing module and View Who Read the Mailing or View Who signed the Mailing.

Let me show you how to set this up:

1. First, log in to your account.

2. Go to the Users Module.

3. Click on the Roles button in the top right-hand corner of the page.

4. Select a role from the drop-down list.

5. Go to the Mailing tab.

6. Check off View Mailing Module.

7. Check off View Recipients.

8. Check off View Who Read the Mailing and View Who Signed the Mailing.

Once you have checked off these boxes, the user will be allowed to View the Mailing module and View who Signed and/or Read an Email.

Please watch the tutorial How to Manage the Roles and Privileges for the Mailing Module to learn more.