In the WaveBL platform, the Envelopes section lists all received eBLs. You can organize and track them using folders, statuses, and labels. Use filtering options to find specific eBLs quickly and manage your documents efficiently.
Managing Envelopes
The eBLs are grouped in six folders according to their status:
- Inbox - All received envelopes
- Sending - Envelopes in progress, still being sent (When you send an eBL, it first appears here. Once processing is complete, it moves to the Sent folder.)
- Sent - All eBLs that were successfully sent.
- Unclaimed - contains eBLs sent to a non-onboarded consignee that have not been claimed yet (You can withdraw an unclaimed eBL.)
- Drafts - Envelopes that were saved as drafts.
- Archived - Envelopes cannot be deleted, but they can be archived to keep your inbox organized. (You can also unarchive them if needed.)
You can manage and view details of your eBLs:
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Filter columns’ values using the quick filter icon
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2. View the eBL details by hovering over the eBL document name:
3. View the envelope details by clicking the subject field. The details will be displayed on the drawer opened on the right:
4. View the full details of the eBL by clicking the eBL document name. The details will be displayed on a popup window. Click the Fullscreen button for a better view, or scroll down to see the entire eBL:
5. Change the status of an envelope by clicking its status, to change from Received to In Progress or Done:
6. Mark the envelope as Archive, ‘Mark as Unread’, ‘Forward envelope’ or ‘Forward & copy to email’, by clicking the three dots on the right: Oded Cohen where is that seen?
7. Use the Search bar for advanced filtering options. See details in the ‘Searching Documents’ article.
Managing Labels
The labels let you organize your envelopes. You can manage labels by creating, editing, or removing labels, and associating them with envelopes.
- To create a label, click the ‘+’ sign on the sidebar. A popup window will open. To manage existing labels click on the three dots:
- To add a label to an envelope, click ‘+ in the envelope’s details in the Labels field, and select the label.