| 1 |
How to save query criteria |
If you wish to use a query more than once, you can save the criteria under a file name and execute the query according to these criteria any time. |
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| 2 |
How to recall a saved query |
A quick guide with visual instructions on how to recall a saved query. |
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| 3 |
How to generate a new query in a new tab |
The default catalog (first tab) always shows the results of the opening query. If you wish to select messages in a new tab and keep the main catalog at the same time, you can use the following steps. |
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| 4 |
How to classify in a personal folder (Personal Filing) |
Any message can be classified in a personal folder. All users are able to create sub folders under their personal main folder. |
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| 5 |
How to generate a new query under the same tab |
The default catalog (first tab) always shows the results of the opening query. If you wish to reselect messages in the same tab, you can use the following steps. |
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| 6 |
How to classify in a shared folder (Company Filing) |
Any message could be classified in a shared (company) folder. Users are able (if they have permissions) to file messages or create sub folders under the company’s folders. |
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| 7 |
How to classify a message |
Any message can be classified. Classification is evoked by clicking on the Classify button. |
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| 8 |
How to create/change WT3 opening query |
Opening query is the default message selection applying at the application startup. The query output (messages) is shown in the Main catalog (first tab). Use the following steps to change the default application opening query. |
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