Link and archive an email in a space (tag)

This article applies to BOOST EMPOWER licenses

Purpose of the article

The tag allows you to link and archive an email within a project or workspace. Once tagged, the email is available to all internal users who have access to the project or workspace from the correspondence module.

Prerequisite

1. Create projects and workspaces beforehand.
2. This feature is available in the Cooperlink mail client as well as in the Outlook plugin

Apply a project tag

Step 1: Access the correspondence module

Step 2: Select an email

Step 3: Click on the label symbol

Step 4: Select the project

The tag is displayed as a green label (project color)

Apply a workspace tag

Steps 1 to 3: see above

Step 4: Select the workspace by clicking the arrow next to the project.

The tag is displayed as a blue label (workspace color)

Apply a tag to multiple emails at the same time

Select multiple emails from the same folder:

• Either by clicking on the icon to select the desired emails
• Or more simply, by holding down the SHIFT key + click
  (selection of a list between 2 terminals)

Then use the toolbar to tag the selected emails.

Link a project/workspace on the fly 

If your project does not yet exist, it is necessary to create it beforehand. This feature aims to allow the user to create a new project/workspace directly from the correspondence module (on the fly).

Go to the project space / workspace

Click on the label corresponding to the project. Then click on

• Navigate to the dashboard
• Navigate to the correspondence

Remove a tag (detach the email from the project/workspace)

Click on the label corresponding to the project. Then click on Remove