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User Guide: Journaling of e-mail threads

Article last updated on the 18th of May 2020.

Contents

1. Introduction

WorkPoint Express can journalize not only individual e-mails but also e-mail threads. Threads are e-mails that are connected through a series of responses back and fourth between two or multiple conversationalists. E-mail threads are visible in WorkPoint Express e-mail lists by a small plus-sign at the e-mail icon for each email. A WorkPoint Express user can choose to view e-mails as single e-mails or as “conversations”. By default, emails are sorted by the "Received" column, with the latest mail on top.  This helps in more efficiently journalize multiple e-mails and helps minimize errors in journaling.

2. End User Guide


  1. In Outlook, a user can expand a conversation by clicking the small black arrow in the top left of the first e-mail. The user can shift-select all e-mails in a conversation and drag-and-drop them in the contents section of the Email library of the WorkPoint solution in WorkPoint Express (pt. 2).
  2. Emails and email conversations can be drag-and-dropped in the contents section of WorkPoint Express.

3. When journalizing multiple e-mails from the same thread, the system needs to know how to distinguish between the e-mails by name. Choose the “Rename” option. The system will automatically rename each email. You can eventually check “Do this for all conflicts” if more windows like this pops up.

4. When the journaling is complete and the “Show As Conversation” feature is active, the e-mail thread that was journalized is accompanied with a small envelope-icon as well as a small plus-sign. This means that this e-mail is part of a thread. Click the envelope-icon to expand the thread and view all e-mails in the thread, as shown in the following image:

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