Project Mailbox

User Personas: Admin | Project Management | Field 

The Mailbox captures all incoming and outgoing correspondence related to your project so that all project users can easily review and be kept up-to-date on project communications. For correspondence not originating via eSUB Fusion, simply forward them using your unique project email address for your records in your eSUB Fusion project Mailbox.

To perform the actions described in this article, a user must have the Mailbox - View and Edit permissions.

Use the links below to quickly jump to a topic:

• View and Manage the Project Mailbox
  • Mailbox Features
  • Delete Messages
  • Mark Messages as Spam
• Capture Email Replies in the Project Mailbox
• Send Correspondence to the Project Mailbox
  • Locate the Project Email Address
  • Associate Messages to a Document

• Review a Document's Email Activity

View and Manage the Project Mailbox

1. Select a project from the project list, then select Mailbox from the slide out menu
   • Select a tab depending on the messages you wish to view
2. Select an email to view its contents

How to view a Mailbox message and the associated document

Use the three-dot menu on a message to quickly access actions for the message, such as View or Delete.

Mailbox Features

Search, Sort, and Filter the Mailbox

• Use the Search bar at the top of the page to enter your search criteria
• Use the filter button that appears next to the Search bar to make your desired sorting/filtering selections

See the Navigating through the eSUB Fusion Interface article for more guidance.

View Emails and Related Documents/Attachments

1. Select a message to view its contents
2. Select the link under Linked Document to view the related document

Delete Messages

1. Select a message to view its contents
2. Select Delete
   • Deleted messages are moved to the Deleted Messages tab

Mark Messages as Spam

1. Select the three-dot menu on the message then select Mark as Spam
   • Messages marked as spam are moved to the Spam Folder tab

Capture Email Replies in the Project Mailbox

Replies to your eSUB Fusion emails are seamlessly integrated back into your project as long as the replies include the binding email address from the original email. The binding email address is a unique email address that is automatically generated and allows eSUB’s email server to associate the incoming email reply to the document’s email chain in your eSUB Fusion project. When your email recipient selects Reply on an email that was sent from your project, the binding email address automatically appears in the To field. The recipient can enter their response, add additional recipients, or add attachments as they normally would with any other email. As long as the binding email address is left in the To, CC, or BCC  field on the email reply, it will appear in your eSUB project Mailbox.

1. Open the message from eSUB in your email client and reply to the email as you normally would
   • Leave the binding email address in the To or CC field to automatically capture the email response in your eSUB project Mailbox

Send Correspondence to the Project Mailbox

Messages that originate outside of eSUB Fusion can still be integrated into your project by forwarding the messages to your project’s unique email address. Once your messages are forwarded to your project, they are readily available for your project team to review.

1. Open the message in your email client and select Forward
   • Alternatively, you may use the Reply function or simply Compose a new email
2. Paste the project email address in the To or CC field and select Send

Locate the Project Email Address

1. Select Projects on the global navigation menu, then select Project Info under Settings
   • The project email address appears on the Project Info page

Try adding the project email address as a contact in your email client so that you can use it to easily forward correspondence to your project.

Associate Messages to a Document

From the project Mailbox:

1. Select a message to view its contents, then select Edit
2. Select the Document Type field and choose the appropriate document type, then select the Linked Document field and choose the appropriate document
3. Select Save when finished

Review a Document's Email Activity

The Activity Log displays the email history of a document. To view the Activity Log, a user must have the Mailbox - View and Edit permissions. 

1. Select the document from the log page to view it, then select the Activity Log tab
2. Select the message link to view the related email message

See the Emailing Documents article for more guidance.