To enable use of DocuBreeze, you will need a login name and password.
You will be brought to your Home or Welcome Page. It will look similar to the snapshot below. All of the features of DocuBreeze can be accessed through this screen, as well as through the menus listed on the left side of the screen.
You can click on the Inbox icon, or view the Inbox under Schedule
Viewer. The messages are specific to DocuBreeze. To open a
message, click on its entry in the From, Type or Subject column, and
the message will be displayed in a separate window.
You also have a Sort Order icon, a Filter, and a Messages to be Deleted
drop-down menu. To Delete an opened message, just click
Delete. Click on Close
to close the message without removing it from the Inbox.
Filter. Click the Filter icon to open an Inbox Filter window.
Mark the Enable Filter checkbox to enable filtering on the messages
in the Inbox. Once enabled, you can filter on one or more of the available
options:
o To filter on a Date Range, identify both From and To Dates and Times.
o To filter on the source of the message, (from within DocuBreeze), mark
the checkbox for the From column, and select the message source from
the drop down menu.
o To filter on message Type, mark the checkbox and select the Type
from the drop down list that best suits your needs.
o Filtering on Subject requires that you enter a keyword from a subject
line.
After making your filtering selections, click Apply.
Please note that you can narrow your Inbox list by applying multiple filters.
DocuBreeze can sort the messages in your Inbox based on the type of error and part of the Subject line. Click on the Sort icon to bring up a separate window with which you can Enable Sort Order. Select a title in the list and use the up and down arrows to place the type of message in the position you want. Click Apply to keep the sort this way for the remainder of your DocuBreeze session. Logging out and back in returns the sort order to the default.
The Sort Order stays the way you set it, for this DocuBreeze
session, unless you change it again. If you logoff and log back in, the sort
order will return to the default, which places messages about Quick Tasks at
the top.
To Delete multiple messages from your Inbox, use the drop down menu selections available at the bottom right of the inbox. You can delete messages you have marked, or delete messages in a specific category.
To continue with a description of the Schedule Viewer screen, return to the Home page and click on Schedule Viewer.