Mail

Compose

Composing a mail allows you to send mail to another UFM user.  If you used the Send To functionality the Compose pane will display for completion to send the file.  You may also attach files from your local computer to the mail prior to sending it.

• Complete the following fields:
  • To - Enter the email address of the individual you are sending the file to.  
  • CC - Optional field to enter an email address.
  • BCC - Optional field to enter an email address.
    • The ... icon can be used to search for UFM individuals in the address book.
  • Subject - Enter in a subject line.
  • Message - optional field you can used to enter a message.
• Under options ensure the appropriate check boxes are selected.
  • Required Registered Users - If unchecked it will allow a non UFM user to access the file being sent to them.
    • Important:  If PII/PHI is being shared this box must remain checked.  Unchecking this box when sending PHI/PII is a violation of the CMS security policy.
  • Expired Package - This check box cannot be unchecked.
    • Note:  The Expire Date can be 1-30 days with 30 days being the default.  This indicates how long the user has to access the mail in UFM before it is no longer available.
  • Read Receipt - Check if you would like to receive confirmation that an individual has opened up the mail.
• Ensure all appropriate attachments are present.
• Press the Send button in the top left hand corner.
  • Note:  The Save button will allow you to save the mail as a draft to be accessed later under Drafts.  The Cancel button will delete the mail.

Request Files

This function allows you to specify a message that will be sent to one or multiple recipients containing a link where the recipient can upload files to you.  Files that are uploaded will be sent as a package to your inbox.

• Send Request To - Enter the email address of the UFM user(s) that the request needs to be sent to.
  • The ... icon can be used to search for UFM individuals in the address book.
• Subject - The subject will prefill with File Request and can be updated as needed.
• Message - It is recommended to enter in a message for the recipient so that they know what file(s) you are requesting.
• Options - Update the Expired Request checkbox if needed.
• Press the Send button in the top left hand corner.
  • Note:  The Save button will allow you to save the mail as a draft to be accessed later under Drafts.  The Cancel button will delete the mail.

Templates

A template can be created to help reduce time spent on composing mail that a user sends on a frequent basis.

Mail Folder Options

These options under mail function the same as any other e-mail application that you may use.