Initiate processing from Overview / Inbox
User selects Email from Inbox in Overview > Lands in Processing > Sidebar shows Inbox and selected Email is highlighted. Capture Data State shows the first File inside the selected Email. If a user has applied a filter to the Inbox view in Overview and clicked on a transaction, then they’ll be directed to that transaction in the Processing page with that filter already applied to the list. Initiate processing from Overview / Quote-Level User selects quote from Default Email in Overview > Lands in Processing > Sidebar active tab is Files. If a user applies a filter to the quote-level view and clicks on a quote, then they’ll be directed to that transaction that has the quote selected. But the filter will not be applied to the list in Processing page. The Back to Overview link present in the secondary navigation will allow user to go back to the exact transaction they had selected from the Overview regardless of the page and position of the transaction before being directed to the Processing page. Let’s take a use case. In Overview page, a user clicks on a transaction that is present in 5th page on 6th row. The user will be directed to that transaction in the same position in the Processing page and when the click on the Back to Overview link from there, they’ll be directed to the Overview page on 5th page with the 6th row highlighted.