Easily view outgoing emails and email history as well as view the documents and activity associated with them.

Emails Ready to be Sent

1. Item Information

• 1. Sent to - Recipients email address.

  2. Template - Email template being used.

  3. Status - Current email status.

  4. Send Date/Time - Date/Time emails in queue will start to be processed.

  5. Type - Document or Campaign email

2. Actions

• 1. Email - View the email as the customer will see it. Note that the customer may have images off on in their environment.

  2. Document - View the document associated with the email as the customer will see it. Customer may have a link to their document or an attached PDF.

  3. Info - Hover over the "i" icon for customer name and account number.

3. Email Options

Check the box next to the item(s) for additional options as outlined below.

• 1. Send Selected Now - Send selected emails in advance of regular scheduled processing time.

  2. Send All Now - Start processing all emails in queue immediately and ahead of regular scheduled processing time.

  3. Delete Selected - Delete selected emails from queue. Deleted emails will not process at the regular scheduled processing time.

  4. Delete All - Delete all emails in queue immediately. Deleted emails will not process at the regular scheduled processing time.

  5. Download CSV File - Download current queue data file in CSV format.

Email History

1. Date Range

Choose date range of email history you wish to view.

• 1. Sent To - Recipients email address.

  2. Template - Email template used.

  3. Status - Current email status.

  4. Send Date/Time - Date and time email was sent.

2. Actions

• 1. Email - View the email as the customer received it. Note that the customer may have images off on in their environment.

  2. Track - View email tracking history. Click here for information on email activity.

  3. Document - View the document associated with the email as the customer received it. Customer may have a link to their document or an attached PDF.

  4. Info - Hover over the "i" icon for customer name and account number.

Email Exceptions