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In the Action Items section, users will see actions requested for postal items, such as opening, forwarding, discarding, or other custom actions.
Action Item Categories
- Pending Action Items: Action items requiring attention.
- Completed Action Items: Action items that have been addressed.
- All Action Items: All action items requested, regardless of whether they are unresolved or resolved.
Once the action is completed, click on the green "Mark as ***" button. Clicking this will categorize it as a "Completed Action Item."
Register Shipping Information for Forwarding
When forwarding mail upon user request, you can register shipping information (Delivery Tracking Number and Shipping Company) related to the forwarding.
Search Filter Function
Action items can display data that matches the criteria of the selected search filter.
- Open "Mailroom" > "Action Items" and click "Add Filters."
- Select desired conditions for Action, State, and Inbox items.
- Click the "Filter" button.
Search results matching the selected criteria will be displayed.
Documentation is updated from time to time — please confirm with MailMate personnel in all cases. Documentation may be out of date, lack details, or have mistakes.
