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Version: Current

Using the inbox tab on documents

Zudello makes it easy to manage email communications related to your documents. This guide explains how to view, track, and respond to emails associated with your documents directly within Zudello.

Best practices

  • Reply promptly to email messages to maintain efficient communication
  • Check the Inbox tab as part of your standard document review process
  • Verify the correct inbox configuration for proper email routing

Accessing inbox messages

Viewing the Inbox tab

  1. Open the document you want to check communications for.
  2. Click the Inbox icon at the top right of the modal.
  3. View the complete email chain associated with this document.

When viewing inbox messages, you can see:

  • From and To email addresses
  • Email subject
  • Email body content
  • Attached files
  • Any Zudello documents created from attachments

If a document wasn't emailed to Zudello, you'll see a message indicating that no inbox messages were found for this resource.

Responding to messages

To reply to an email directly from Zudello:

  1. Open the document's Inbox tab.
  2. Scroll to the message box at the bottom.
  3. Type your message.
  4. Click Send.

Your reply is sent from the From email address configured for the inbox that originally received the document.

Managing inbox settings

For information about viewing and editing inbox configuration, see Inboxes in Zudello.

Need help?

Contact your organisation administrator or Zudello support for assistance with inbox features and settings.