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Save, archive, and find mail

Star messages into Saved, snooze what can wait, archive what is done, and find anything with search.

2 min read

Once you have read and responded, the reading pane actions keep your inbox clean: save what matters, hide what can wait, archive what is done, and find any of it again later.

The reading pane actions

Action	What it does
Respond	Opens the response options for the message: acknowledge or query a transmittal, answer or forward an RFI.
Save	Stars the message into your Saved mailbox for quick access.
Archive	Moves the message out of the inbox into Archive. It stays searchable and on the record.
Trash	Moves the message to Trash.
Snooze	Hides the message until a time you pick, then brings it back to your inbox.

The reading pane action bar showing Respond, Save, Archive, Trash, and Snooze

screenshots/mail/save-archive-and-find-mail/reading-pane-actions.png

Save it or snooze it

1
Open a message and click Save to star it into Saved. Use it for anything you will keep coming back to: the drawing issue you reference daily, the RFI answer that settles an argument.
2
Click Snooze and pick a time. The message disappears until then and returns to your inbox when you can actually deal with it.
The Snooze menu open on a message with times to bring it back
screenshots/mail/save-archive-and-find-mail/snooze-picker.png

Find mail with search

Type in the search box above the message list to filter the mailbox you are in. Combine it with the All and Unread tabs to narrow further, or search inside Archive to pull back something you filed months ago.

The message list filtered by a search term with matching messages shown

screenshots/mail/save-archive-and-find-mail/message-search.png

Download attached documents

Transmittals and document messages carry their files with them. Open the message and download any attachment straight from the reading pane. These are the same controlled documents that live in the Document register, so what you download matches the record.

Archive or trash?

Archive anything that is handled but part of the story: it leaves the inbox, stays searchable, and stays on the record. Trash is for what should never have been there at all, like a duplicate or a message sent to you by mistake.

Tip

When in doubt, archive. Project correspondence has a way of mattering again six months later, and Archive keeps it one search away.

See it on the platform

Built-in mail

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