Archiving in Mail Manager
Mail Manager - Housekeeping (0.53)
You should be running a manual archive at least once a week, daily is even better:
- From Mail Manager , select File - Archive.
- The Archive Messages screen displays:
- Complete as required:
- From Date / To Date - The default has the From Date open ended and the To Date defaults to one month ago, update as required.
- Incoming/Outgoing- By default, both incoming and outgoing messages are archived. Remove the tick to exclude incoming or outgoing messages from the archive. Incoming message must have been read for them to be archived.
- Archive messages with outstanding actions - By default, this is not ticked, so messages with outstanding actions are not archived. Tick to include messages with outstanding actions in this archive.
- Archive unassigned messages - By default, this is not ticked, so messages that have not been assigned to a patient are not archived. Tick to include messages without assigned patients in this archive.
- Match using the following additional criteria:
- Archive only those messages allocated to me - Selected by default, only those messages allocated to the current user will be archived.
- Archive all messages to which I have rights - Select to allow messages to which the you have rights (those appearing on the Staff tab) to be archived.
- Archive messages allocated to the following people - Select to archive messages for specific members of staff.
- If selected you must select staff members from the list below, the list is of mailboxes that you have rights to view. Use Control-click to make multiple selections.
- Archive all message types - Selected by default, all message types will be archived.
- Archive only the following message types: - Select to specify the message type to archive.
- If selected you must select message types to archive. Use Control-click to make multiple selections.
- Match using the following additional criteria - Selected by default, this enables you to apply additional criteria to the messages included in your archive:
- Archive all message types
- Archive only the following message types - Select if required and then select from the available list.
- Select Archive.
- A progress bar displays how many messages have been archived, plus the total message count to be archived.
- Finally an Archive complete message displays with an option to run another archive.
- Select No to close.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.