Communications Screen

Use this screen to select the workfile status for automatic upload and to manage mailboxes.

Description of fields on the screen

Field Label	Description
Automatically upload a workfile when status changes to	Select from one of the three options. Valid values include Inspected, Settled, and Paid.
Inspected	The workfile status changes to Inspected when the estimate or supplement is locked.
Settled	The workfile status changes to Settled when a date has been entered in the Settlement Date field on the workfile Settlements tab.
Paid	The workfile status changes to Paid when a payment amount is equal to or greater than the settlement amount.
New Mailbox	This option allows you to create a mailbox.
Print	This option prints a list of mailbox entries in this screen.
Print Preview	Select this option to view the list of mailboxes on your screen.
Export to CSV	This option exports the list of mailboxes in comma separated values. Select the option, and then enter a file name to save it as in CSV file format.
Active	This indicates if the selected mailbox is active. This column can be sorted.
Mailbox Code	This field is the code of the mailbox. This column can be sorted.
Description	This field contains the mailbox description. This column can be sorted.
Edit	Select this mini-toolbar option to open the selected mailbox record for editing.
Activate	Selecting this option activates the selected mailbox. This options is available for deactivated mailboxes.
Deactivate	Selecting this option deactivates the selected mailbox. This options is available for activated mailboxes.
Delete	Choose this option to deleted the selected mailbox.