My Inbox
For at-a-glance overviews of any documents under approval, tasks, discussions, or other items requiring your attention, your first stop should be My Inbox. The My Inbox screen provides an enterprise level view of the activities on your projects.
VFP carefully categorises items in your inbox and places them in the following areas:
- My Action Items - Items that require your vote
- Items for My Attention - Items that are overdue or have been directly distributed to you
- Unread Items - Items you have not yet read
Once you select an inbox area, overdue items are highlighted in red. Use the Items Per page drop down at the bottom of the list to determine how many items you can see at once. You can select items and download them as a ZIP file.
VFP displays the workflow status of the items on the Workflow For Reviews tab as colored dots before its name.
Select the Modernized UI toggle to switch between the older view and the modernized view of your inbox. The My Inbox screen will remember your preference for the UI to ensure a more personalized experience.
Icons in the My Inbox Screen
There are several actions you can take in any of the inboxes by accessing the appropriate icon on the menu bar.
| Icon | Description |
|---|---|
| Filter | Allows you to enter criteria that you want to see displayed. You must first select a project before selecting other filter options. |
| Mark selected items as read | Once an item has been read, it may be removed from the inbox (depending on the required action). |
| Download selected as ZIP | Downloads the selected items into a single ZIP file. |
| Attach to | Attach the selected item to an existing item or virtual container or to a new task, discussion, transmittal, virtual container, calendar event, or invitation so that the item is associated with the existing or new item. |
| Actions | Email the item, make the item public, add the item to the clipboard, or move the item to another location. Depending on the item, you can aso view the workflow history or vote or comment on the item. |
| Vote/Comment | Allows you to vote or comment on a workflow when you are included as a panel member. |
