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Message - View Message & Take Action

Message - View Message & Take Action

Description: In this topic, the user will learn how to view messages and take action.

Role Required: Employee (base user)

Permission Required: N/A

Web Portal

  1. Log in to DCI with personal profile

  2. Select the mail icon (envelope) in the top right corner of the main menu

  3. Select See All Messages

  4. Inbox:

    1. View messages in the message table below the search window

    2. Use the filters to search for a specific message

    3. Messages in bold are unread messages

    4. A yellow star indicates a high-priority message

  5. Click anywhere in the message row to open and view the message details

    1. From (sender)

    2. To (recipient)

      1. Recipient's name will be highlighted in orange if the message is unread

      2. Recipient's name will be highlighted in green if the message has been read

    3. Priority level

    4. Date sent

    5. Message body

    6. View notes, attachments, and events by selecting the tab.

  6. Click Actions to select an available action:

    1. Reply (users cannot reply to system notifications)

    2. New Note

    3. New Attachment

    4. Archive

    5. Delete - Moves the message to the trash. Items in the trash cannot be deleted from the system.

    6. New Message (see the article Message - Send a Message)

  7. In a message strand, select the single message to expand the section and display the message details.

Web Portal: View Message Attachments

To view message attachments in the DCI Web Portal: 

  1. Log in to DCI with personal profile

  2. Select the mail icon (envelope) in the top right corner of the main menu

  3. Select See All Messages

  4. Click anywhere on a message row to review a message

    1. Messages with an attachment display a paperclip icon and view icon (eye) in the Attachments column.

    2. Click the view icon (eye) for a quick view of the attachment

  5. After a message is selected for review, the Attachments tab displays below the message with the following options to view:

    1. Option 1: In the Download column, click the view icon (eye) to view the attachment.

      1. The attachment will open in a new tab in the web browser.

    2. Option 2: In the Download column, click the download icon to download the attached statement.

      1. The attachment will be downloaded to the computer (typically saved in a dedicated “Downloads” folder on the computer)

Mobile App

  1. Log in to the DCI mobile app

  2. Select the Mail icon in the upper right corner to open the inbox

  3. Select a message by clicking the blue link on the message to view

    1. Subject

    2. From (sender)

    3. Date sent

    4. To (recipient)

    5. Priority level

    6. Message body

    7. Notes

    8. Attachments

  4. Take action by clicking one of the following blue square icons at the bottom of the message:

    1. Attachment (paper clip)

    2. Archive (box with a down arrow)

    3. Delete (trash can)

    4. Reply (arrow pointing to the left)

    5. New Message (paper and pencil)

  5. Click Back in the upper left corner to return to the inbox details.

 

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