Manage Resource Emails

Depending on your role in WorkBook, you can manage resource emails by deleting, moving, downloading, forwarding, or replying to them in Resources. You can also download all email attachments as zip files.

Note: You must have permission to add, delete, and modify resources to complete this task.

To manage resource emails:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource whose emails you want to manage by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information / to display the resource information card.
5. On the side toolbar of the resource information card, click Email .
6. To manage the emails, use the toolbar in the right pane of the resource information card.
   • Move Email
   • Delete Email
   • Reply/Forward Email
   • Download Email
   • Download All Attachments as a ZIP File
7. To search for specific emails, enter a search string in the Search field in the left pane of the resource information card.