Rippey 5.0 Guide - Employees

Explore

6. Emails > Client View

This screen is the client view of a Email Automation client. The secondary navigation will consist of Overview, Processing and Data Management.

⁠

Secondary Navigation for Emails > Client View

Secondary Navigation for Emails > Client View

⁠

Overview

⁠

Emails > Overview

Emails > Overview

⁠

The Overview page will provide a summarized view of statistics and all the ongoing emails details of the client.

If a client has more than one operation, than it will be represented in the primary navigation under the Emails tab. As shown in the screen shot below, the Emails tab will have a dropdown under which the access to various operations of the client will be present.

⁠

Two operations of the client

Two operations of the client

⁠

The main screen is divided into two sections. The upper section contains overall statistics of the client and the lower section contains a report view of all the documents sent by the client. If a client has multiple branches, then the user will be able to manage it from this screen as well.

Statistics Section

The Statistics section consists of 5 different stats related to the selected client. The statistics that is shown here are:

⁠

Statistics Section

Statistics Section

⁠

Total Received

Total Processed

Quote Generated

Need Review

Estimated Time Saved (in Hours and Minutes)

The statistics section will have a Quick Date Filter drop down that allows users to view these statistics on the basis of different time intervals. Users can set the filter to fixed time intervals.

⁠

Quick Date Filter

Quick Date Filter

⁠

The Show BOT Emails button will open a modal with the list of all the bot emails for different operations and branches the client has.

⁠

BOT Emails Overlay

BOT Emails Overlay

⁠

The Export Data button will export the report in the Report section below. The Schedule Report button will allow any user in that dashboard to schedule the timing of the report generated from the dashboard to send it to an email.

Report table Section

⁠

Report table in Emails > Overview

Report table in Emails > Overview

⁠

This section will be a summary of everything sent by the clients in both Email level and Quote level. Let’s go through each and every button and actions present in this section from the top:

The All Emails dropdown will give the users an option to change the transactions shown in the table. The list allows users to change the contents based on what they have been assigned, custom queues they have created and everything they have received as well.

⁠

All Emails Dropdown

All Emails Dropdown

⁠

The Table Views will have two views present in the table by default. The Inbox view will have contents based on email details. The Default Email view will be similar to the one in our old dashboard where each row of the table represents the quote generated from each email. Users will also be able to create custom views and edit it as they prefer.

Table Views

Table Views

⁠

If the user wants to create a new custom view, then they can click on the “...” icon and a dropdown will appear with the list of all the views.

⁠

Custom Views dropdown

Custom Views dropdown

⁠

The Search bar present above the table also allows users to search emails.

The Filter button allows the user to filter the table contents as they want to view.

⁠

Filter dropdown

Filter dropdown

⁠

The Edit Columns button allows the user to edit the arrangement of columns as they prefer to view.

⁠

Edit Columns dropdown

Edit Columns dropdown

⁠

The Active Filters row will only be present when there is a filter applied to the table.

⁠

Active Filter

Active Filter

⁠

Then, we have the table itself which will change based on the view selected.

Inbox View: Table will be based on transaction level details.

Default Email View: Table will be based on quotes generated from each email.

When a user selects two or more emails through the checkboxes present in the Inbox view, a new row of actions will appear at the top of the table. The Bulk Actions row will allow users to perform various actions regarding the emails in bulk.

⁠

Bulk Actions

Bulk Actions

⁠

Assign to User: This option will allow users to assign the selected transactions to a user or themselves. This will show a dropdown with the list of users who have access to that client’s dashboard.

⁠

Assign To User dropdown

Assign To User dropdown

⁠

Unassign from User(s): This will remove the users that are assigned to the selected transactions.

Add to Queue: This will allow users to add the selected transactions to a queue and send them to processing page. When this button is selected, then a modal will be presented to the user with following options:

⁠