Instructions here assume you are working in the Worldox Email tab. For instructions, use the links below.
• View, preview email messages
There are two ways to view Outlook messages from the Worldox Email tab. The first method opens selected messages in the usual Outlook message window. The second previews messages within Worldox.
In Worldox, click on the Email worklist tab to see your email messages.
On the Email tab, use the left-side navigation panel, search or other tools to locate the message you want to view.
Tip: It's easy to see which messages have been read ... check the message list icons. |
To view the message in the Email Viewer window:
• Highlight the message in the right-side list, then select View from the Email pull-down list.
Note:
You could also click View
in
the toolbar, or right-click with the message highlighted and select View from the right-click menu.
To preview the message:
• Highlight the message in the right-side message list, then click the Viewer document tab, at the bottom of the message list. That opens the Viewer tab, where you can preview the message and see attachments, if any:
Tip: Outlook users do not have access to email signatures already created in Outlook. However, you can create an email signature for use with messages sent from within Worldox. |
With the Email tab visible,
select New from the Email
pull-down list. You could also click New
Message 
in the toolbar. That opens a new
message window in your supported email program, where you can create and
send the message.