Every email sent through DocketManager is kept in the records section and can be viewed as well as edited and resent. The status of the records can be tracked through our Mail Gun API integration.
Important Note: When using the SMTP integration, you will not be able to see record statuses as they can not be tracked through our Mail Gun API integration.
Using the search filters on records allows you to locate a particular record or find multiple records with similar specs.
Searching Records
Step Action
1. Select {Settings} and then select {Records} under Communications.
2. The search criteria that can be used include:
Field | Action |
Customer Name | Enter the full or partial Customer Name. |
To | Enter the full or partial recipient name. |
From | Enter the full or partial sender name. |
Type | Select an option from the Type field drop-down. |
Description | Enter the full or partial item Description. |
Status | Select an option from the Status field drop-down. |
Sent Date | Select a timeframe from the drop-down or select {Custom Range} to specify a date range. |
3. Once the search criteria has been entered, select {Search}. To clear all
search criteria, select {Clear}.