Critical corrections to Inbox Management documentation: Overview & Page Layout: - Clarified: Inbox displays only UNAPPROVED emails - Added callout: "Inbox Shows Only Unapproved Emails" - Explained: Approved emails immediately disappear from inbox - Inbox is a staging area for emails awaiting approval/deletion Email Detail Modal - Metadata Section: - REMOVED incorrect fields that don't exist for inbox emails: * "Customer: If already approved..." (approved emails aren't in inbox!) * "Approved: Checkmark..." (no checkmark - they disappear when approved!) - Added list of action buttons (Approve, Re-parse, Delete, Download .eml) What Happens After Approval: - Changed "moved out of inbox" to "immediately disappears from inbox" - Added: Future emails are "automatically approved and linked WITHOUT appearing in the inbox" - they go directly to operational views - New callout: "Approved Emails Don't Return" explaining auto-approval flow Inbox Filters and Search: - Changed "all imported emails" to "all UNAPPROVED imported emails" Common Workflows - Setting Up New Customer: - Updated step 5: "approved emails disappear from inbox" - Added step 6: Jobs appear in Jobs/Daily Jobs/Run Checks pages - Updated step 7: Future reports auto-approved, never appear in inbox This accurately reflects that the inbox is ONLY for unapproved emails. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
||
|---|---|---|
| containers/backupchecks | ||
| deploy | ||
| docs | ||
| .gitignore | ||
| .last-branch | ||
| build-and-push.sh | ||
| LICENSE | ||
| README.md | ||
| TODO-audit-logging.md | ||
| TODO-documentation.md | ||
| TODO-reports-improvements.md | ||
| version.txt | ||