💡 Customer Selection:
Always create the customer account
before approving emails. This allows you to immediately link the job to the correct customer. See
Managing Customers for details.
@@ -244,29 +247,24 @@
Re-parsing Emails
-
If an email was not parsed correctly, you can re-parse it after updating parser configuration.
-
-
Re-parse Single Email
-
-
To re-parse a single email:
-
-
- - Open the email detail modal
- - Click the Re-parse button
- - BackupChecks will re-run all parsers on this email
- - The modal will refresh with updated parsed results
-
+
If an email was not parsed correctly, you can re-parse it after updating parser configuration. Re-parsing is only available from the inbox page, not from the email detail modal.
Re-parse All Emails
To re-parse all emails in the inbox at once:
- - At the top of the inbox page, click the Re-parse all button
- - This re-runs parsers on all inbox emails
+ - On the inbox page, click the Re-parse all button at the top of the page
+ - BackupChecks will re-run all parsers on all inbox emails
+ - The page will refresh showing updated parsed results
- Useful after adding new parsers or fixing parser bugs
+
+ 💡 No Individual Re-parse:
+ There is no option to re-parse a single email. The "Re-parse all" button processes all emails in the inbox simultaneously. If you only want to re-parse specific emails, delete the others first, then use "Re-parse all", then re-import the deleted emails.
+
+
💡 When to Re-parse:
Re-parsing is useful when emails were imported before a parser was configured, or when parser logic has been updated. Re-parsing does not re-fetch emails from the mailbox - it only re-processes emails already in the database.
@@ -295,7 +293,7 @@
⚠️ Soft Delete:
- Emails are soft-deleted, not permanently removed. Deleted emails are hidden from the inbox but remain in the database. Admins can view deleted emails in Settings → Maintenance → Deleted mails.
+ Emails are soft-deleted, not permanently removed. Deleted emails are hidden from the inbox but remain in the database. Administrators can view deleted emails on the Deleted Mails page (visible only to Admin role).
Downloading .EML Files
@@ -317,15 +315,6 @@
Archiving backup reports outside BackupChecks
-
Inbox Filters and Search
-
-
The inbox currently displays all unapproved imported emails in chronological order (newest first). Filtering and search features are planned for a future update.
-
-
- 📝 Future Feature:
- Search and filter capabilities (by sender, subject, backup software, status) are planned to help manage large inboxes. For now, use the pagination controls to browse emails.
-
-
Common Workflows
Setting Up a New Customer
@@ -343,14 +332,28 @@
Troubleshooting Unparsed Emails
- - Find emails with empty Backup or Job name columns
- - Open the email detail modal
- - Review the email body to understand its format
- - Check if a parser exists for this backup software in Settings → Parsers
- - If no parser exists, request one or create a custom parser
- - After adding a parser, use Re-parse to process the email again
+ - Find emails with empty Backup or Job name columns in the inbox table
+ - Open the email detail modal to review the email body and understand its format
+ - Check if a parser exists for this backup software:
+
+ - Navigate to Settings → Parsers (Admin only)
+ - Look for a parser matching the backup software or email format
+
+
+ - If no parser exists:
+
+ - Contact BackupChecks support or the developer to request a parser
+ - Provide sample emails (forward .eml files) to help with parser development
+
+
+ - After a parser is added by the developer, use Re-parse all on the inbox page to process the emails again
+
+ ⚠️ Custom Parsers:
+ Parsers can only be created by the BackupChecks developer. End users cannot create or modify parsers. If you need support for a new backup software, contact support with sample email reports (.eml files).
+
+
Cleaning Up Spam or Test Emails
@@ -365,9 +368,9 @@
- Review new emails daily: Check the inbox regularly to approve new jobs promptly
- Create customers first: Always create customer accounts before approving their jobs
- - Use descriptive job names: Edit job names during approval if the parsed name is unclear
- Clean up the inbox: Delete or approve emails to keep the inbox manageable
- - Monitor parsing success: Check for emails with missing backup software - these may need parser configuration
+ - Monitor parsing success: Check for emails with missing backup software - these may need parser support from the developer
+ - Verify parsed job names: Review the parsed job name before approving - if it's incorrect, contact support to fix the parser (you cannot edit it during approval)
Next Steps
diff --git a/docs/changelog-claude.md b/docs/changelog-claude.md
index 20732a7..b4e4f8b 100644
--- a/docs/changelog-claude.md
+++ b/docs/changelog-claude.md
@@ -7,7 +7,7 @@ This file documents all changes made to this project via Claude Code.
### Added
- Completed Mail & Import documentation section (4 pages):
- **Mail Import Setup**: Microsoft Graph API configuration with enhanced security (Azure AD app registration, start with Mail.Read only, Application Access Policy to restrict access to one mailbox via Exchange PowerShell, add Mail.ReadWrite after testing), two-step save workflow clarification (same "Save settings" button clicked twice - once for credentials to enable folder browsing, then again for complete configuration), automatic folder browser popup (no manual path entry), test configuration, troubleshooting (authentication errors, folder not found, no emails imported), advanced configuration (email retention, multiple mailboxes), comprehensive security best practices including principle of least privilege, note about planned UI improvement to make two-step save workflow more obvious
- - **Inbox Management**: Inbox overview and workflow (inbox shows ONLY unapproved emails - approved emails immediately disappear), table columns explanation (EML column shows download link, not checkmark), viewing email details with screenshot (approve-job.png showing metadata, body iframe, and approval interface), email detail modal sections (metadata with action buttons, body iframe, parsed objects - removed incorrect "Customer" and "Approved" fields), approving emails (customer selection, job name), what happens after approval (email disappears from inbox, future emails auto-approved and never appear in inbox), re-parsing emails (single and bulk), deleting emails (single and bulk delete, soft delete behavior), downloading .eml files, common workflows (new customer setup with clear approval flow, troubleshooting unparsed emails, cleaning spam), best practices
+ - **Inbox Management**: Inbox overview and workflow (inbox shows ONLY unapproved emails - approved emails immediately disappear), table columns explanation (EML column shows download link, not checkmark), viewing email details with screenshot (approve-job.png), email detail modal TWO-COLUMN layout (left: metadata + action buttons + parsed objects, right: email body iframe), action buttons (Approve, Delete, Download .eml - NO Re-parse in modal), approving emails (customer selection ONLY - job name is READ-ONLY and cannot be edited), what happens after approval (email disappears from inbox, future emails auto-approved and never appear in inbox), re-parsing emails (ONLY "Re-parse all" button on inbox page - no individual re-parse), deleting emails (single and bulk delete, soft delete viewable on "Deleted Mails" page for Admins only), downloading .eml files, common workflows (new customer setup, troubleshooting unparsed emails - parsers can ONLY be created by developer, cleaning spam), best practices (verify parsed job names before approval - cannot edit during approval), removed Inbox Filters section (not in planning)
- **Mail Parsing**: Parsing overview and workflow (retrieval, preprocessing, parser selection, matching, parsing, storage), parsers (viewing available parsers, parser information), match criteria (sender, subject, body match), supported backup software (Veeam, Synology, NAKIVO, Boxafe, Panel3, QNAP, Syncovery, 3CX, RDrive, NTFS Auditing), parser execution order, enabling/disabling parsers, re-parsing emails, parsing workflow example, troubleshooting parsing issues, parser limitations, best practices
- **Auto-Import Configuration**: Auto-import overview and features, enabling auto-import, import interval configuration (5/15/30/60 minutes), batch size explanation, how auto-import works (timer, check settings, authenticate, fetch, parse, auto-approve, move, log, persist, wait), auto-approval logic and conditions, when auto-approval fails, manual import (triggering, batch size 1-50), import settings summary table, monitoring import activity (audit log, inbox page, jobs/daily jobs), troubleshooting (auto-import not running, emails not auto-approved, import errors), best practices, advanced configuration (disabling temporarily, EML retention, high-volume environments)