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diff --git a/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html b/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html
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--- a/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html
+++ b/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html
@@ -74,30 +74,114 @@
Navigate to Inbox in the main menu
Find a backup report email in the inbox list
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Click on the email to view its details
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In the Customer field, select or enter the customer name
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If the customer exists, select it from the dropdown
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If the customer is new, type the name and it will be created automatically
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Click the Approve job button (enabled once a customer is selected)
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Click on the email to view its details in a modal dialog
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The system will:
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Create a new backup job linked to the selected customer
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Apply the Mail Parser's configuration automatically
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Link the email to the job as the first backup run
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Remove the email from the Inbox
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Make the run available in Run Checks for review
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+ Figure 1: Inbox email detail showing backup report information and customer selection field
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Selecting a Customer
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In the email detail modal, you'll see a Customer field with "Select customer" placeholder text. This field has autocomplete functionality:
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Click on the Customer field
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Start typing part of the customer name (you can type any part, not just the beginning)
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Example: typing "toso" will find "Contoso"
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The autocomplete searches across the entire customer name
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Select the correct customer from the dropdown suggestions
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+ ⚠️ Customer Must Exist First:
+ You cannot create new customers from the Inbox. Customers must be created on the Customers page before approving jobs. If the customer doesn't exist yet, cancel the dialog, create the customer first, then return to approve the job.
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Approving the Job
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Once you've selected a customer:
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Click the Approve job button (blue button at the bottom left)
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The system will:
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Create a new backup job linked to the selected customer
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Apply the Mail Parser's configuration automatically
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Link the email to the job as the first backup run
+
Remove the email from the Inbox
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Make the run available in Run Checks for review
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+
+
- 💡 Customer Selection:
- The Approve job button is only enabled when a customer is selected. If you type a new customer name, it will be created automatically when you approve the job.
+ 💡 Workflow Best Practice:
+ The Approve job button is only enabled when a customer is selected. Create customers on the Customers page first, then approve jobs from the Inbox. This ensures proper customer naming and prevents duplicates.
+
Email Detail Information
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When you click on an email in the Inbox, a detail modal displays the parsed backup report information:
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Field
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Description
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From
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Email sender address
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Backup
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Detected backup software (e.g., Veeam, Acronis)
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Type
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Backup type (e.g., Configuration Job, Full, Incremental)
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Job
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Parsed job name from the email
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Overall
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Backup result (Success, Failed, Warning)
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Customer
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Customer selection field (autocomplete)
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Received
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Date and time the email was received
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Parsed
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Date and time the email was parsed
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The Details panel on the right shows the parsed backup report content, including:
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Success/failure status (green or red header)
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Backup start time, end time, and duration
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Data size, backup size, and compression ratio
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Detailed catalog information (if available)
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Version information (e.g., "Veeam Backup & Replication 12.3.2.4165")
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What Mail Parsers Configure
When you approve a job, the Mail Parser automatically determines the following job configuration:
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