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Messaging Module - Navigation - Web Portal

Messaging Module - Navigation - Web Portal

Description: In this topic, the user will learn how to navigate the messaging module in the DCI web portal.

*Please note: The recipient list (who the user can send a message to) is dependent upon the user's role or permission. The user profile must be in an active status to send a message. 

Role Required: Employee (base user)

Permission Required: N/A

Accessing & Navigating the Messaging Module

  1. Log in to DCI with personal profile

  2. Select the Mail icon in the top right corner of the main menu

  3. Select See All Messages

  4. The submenu for the messaging module contains the following tabs:

    1. Inbox - Where messages are stored

      1. Click on a message to read it and view any notes and/or attachments

      2. Messages indicated with a yellow star were sent with high priority

      3. To create a new message, click Actions, then select New Message.

      4. Use filters to search for specific messages

      5. Archive or delete all, or only selected messages.

    2. Sent - Access sent messages

      1. Click on a message to see if it was read by the recipient. If the recipient's name is orange, it has not been read. If the recipient's name is green, the message has been read.

    3. Archive - Access archived messages

    4. Draft - Access messages saved as a draft

    5. Trash - Deleted messages. Please note: This folder empties automatically.

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)

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