Update 3 pages

Author: brian-salvatore

assets/images/mail-in-part-1.png

@@ -7,3 +7,29 @@ nav_order: 4
 # Progress the workflow
 
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+
+The case workflow is accessed by clicking on the steps icon with the case open. The workflow is designed to guide the case manager through the steps of the case, ensuring consistent case treatment and compliance with the processes and procedure of a particular case type. The workflow ensures that the clients of similar case types are managed in the same way, receive the same documents and have a uniform experience throughout the life of their case. The screen is known as the workflow steps progression screen.
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-steps.png)](/assets/images/menu-4-steps.png){:target="_blank"}
+
+1. The screen is split into three panels. The workflow steps progression, quick view action and the questions/fields/forms view panel.
+2. In the left panel the steps of the workflow are numbered to arrange the order of the steps. Each step has a step name, step type description and progressed at, column which populates with a date when the workflow step is progressed.
+3. The column with the heading "M" signifies the milestone steps, allowing the case manager to ensure that milestone steps are progressed. Milestone steps are also published to the client case progression portal in upcoming updates.
+
+   <!-- prettier-ignore -->
+   [![Workflow Steps Progression Screen Part 1](/assets/images/workflow-steps-progression-part-1.png)](/assets/images/workflow-steps-progression-part-1.png){:target="_blank"}
+
+4. Document generation steps, will allow the case manager to view the document in the quick view action panel.
+5. Documents often contain data fields merged to the document and in order to ensure that the data is entered for the document to be generated with all the data present, when a document generation step is progressed the document fields are displayed in the questions/fields/forms view.
+
+   <!-- prettier-ignore -->
+   [![Workflow Steps Progression Screen Part 2](/assets/images/workflow-steps-progression-part-2.png)](/assets/images/workflow-steps-progression-part-2.png){:target="_blank"}
+
+6. If the user attempts to save the data screen without all data fields being entered, the fields without data are highlighted for the user to enter the data first.
+7. When all the data is entered, the data form can be saved.
+8. Clicking the update preview button in the quick view action panel will update the document with all the data.
+9. The place in out tray checkbox can be selected to place the document in the out tray for processing, printing and editing. Printing the document from the out tray will then move the document to the history.
+10. Attachments can be added to the document prior to saving the document by clicking the attachments button.
+11. Clicking the save button saves the document and populates the progressed at column with the current date to record the progression.
+12. Steps can be progressed more than once and each time the progressed at date is updated.

assets/images/mail-in-part-2.png

@@ -7,3 +7,23 @@ nav_order: 1
 # Mail in
 
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+
+Documents, emails and any other item can be saved onto the history by simply dragging the item in the history panel of the open case. The import file window opens with the document name populated in the document description. Emails from the sent box and inbox can be dragged onto the history and the incoming email or sent email window will open allowing the default document description to be changed for the history description. Any attachments to the sent or inbox emails will also be saved.
+
+The case management application is compatible with microsoft outlook and libre office email clients.
+
+The mail in button allows management of physical incoming mail which is scanned to be placed into the in tray of the case until the incoming mail is dealt with. The items in the in tray can then be actioned and will be moved to the case history.
+
+<!-- prettier-ignore -->
+[![Menu](/assets/images/menu-4-mail-in.png)](/assets/images/menu-4-mail-in.png){:target="_blank"}
+
+1. Click the mail in icon to open in the incoming mail window.
+2. To link the incoming mail item to a contact in the case the contact drop list can be used to select the contact. The contact reference is populated automatically.
+3. The mail item can be dragged onto the upload area in the window or clicking in the area will open the file open window, allowing the user to locate the file to be uploaded.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen](/assets/images/mail-in.png)](/assets/images/mail-in.png){:target="_blank"}
+
+4. The detail field will automatically be populated with the item name, to be used for the history description.
+5. The user logged in will be selected and if required a number for time units can also be added.
+6. Clicking the save button will save the incoming mail item to the in tray.

assets/images/mail-in-part-3.png

@@ -7,3 +7,34 @@ nav_order: 2
 # Outlook inbox & sent items
 
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+
+Case management works with popular email clients such as Microsoft Outlook, Thunderbird and other mail clients. You can drag and drop from the sent and inbox items of these clients directly onto the case history screen and an incoming/outgoing mail screen will open.
+
+1. The contact drop list can be used to lick the item to a case contact if required and the contact reference field will automatically populate with the reference of the contact.
+2. The detail field will be populated with the subject line of the email item, along with the from and to fields showing who sent the email item and to whom it was sent.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen Part 1](/assets/images/mail-in-part-1.png)](/assets/images/mail-in-part-1.png){:target="_blank"}
+
+3. In the content field, the information from the mail client will be displayed, showing from email address, date and time sent, to email address item was sent to and the subject of the email. The body of the email will also be displayed.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen Part 2](/assets/images/mail-in-part-2.png)](/assets/images/mail-in-part-2.png){:target="_blank"}
+
+4. The attachments field will display any attachments of the email item.
+5. Other attachments can be attached by dragging onto the upload area or clicking the area and browsing the file system to open an item.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen Part 3](/assets/images/mail-in-part-3.png)](/assets/images/mail-in-part-3.png){:target="_blank"}
+
+6. The document panel of the history window will display the email header with the email from address, sent date and time, email address to and subject of the email and the body text of the email.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen Part 4](/assets/images/mail-in-part-4.png)](/assets/images/mail-in-part-4.png){:target="_blank"}
+
+7. The history main panel will display the item in the history list and the [+] icon will be present for attachments to be viewed.
+8. The history list will display the email item as an incoming email category, which can be searched with the history search tool.
+9. If a sent item is dragged onto the history panel of the case from the sent box of the email client, the item will be categorised as sent email.
+
+   <!-- prettier-ignore -->
+   [![Mail In Screen Part 5](/assets/images/mail-in-part-5.png)](/assets/images/mail-in-part-5.png){:target="_blank"}