The Inbox

Where email waits when Closima can't tell which transaction it belongs to.

The Inbox shows email that arrived but isn't filed to a transaction yet. Most email never lands here, because Closima files it straight to the right transaction.

Sections

• To file is what needs you.
• Filed is email already on a transaction. It's closed by default.
• Nothing to file is email with no usable attachments.

Filing an email

• Choose the transaction from File to….
• If Closima found an address that isn't one of your transactions, click New transaction for that address.
• If the email carries a signed contract, click Create transaction from contract to get the new transaction page already filled in.

An email from someone Closima doesn't know is marked Unknown sender. Check it before filing.

Uploading from your computer

Click Upload, or drop files on the Inbox. A TransactionDesk .zip download is unpacked. Uploading a contract takes you straight to a filled-in new transaction.

Deleting

The trash icon deletes the email and any of its documents that aren't filed yet. Documents already on a transaction stay there.