Receipt Inbox & Actions

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 Inbox option contains the list of all the receipts that are received as an Inward Correspondence/DAK.
The steps to view Inbox Receipt are as under :

1.Click Inbox under the Receipts section to view all the Inbox receipts, by. As a result the, Inbox Receipts screen appears(Fig.eFile.1)
2.  Select the receipt to which action needs to be performed.
User cannot forward physical and Electronic receipts simuntaneously.
3. A user can perform any of the below mentioned actions:
 There are 10 Actions provided under receipt Inbox:
  • Receive:   Helps the user to receive the Physical Receipt. Without receiving the physical receipt user cannot make any action on that particular receipt.
  • Reply:   Helps the user to reply to the sender of the Receipt.
User has to select the receipt for which reply has to be sent.
  • Send:  Helps the user to send a particular receipt/s to one or more recipients at a time.
User cannot forward multiple nature receipts. i.e. Receipts with Physical nature and Electronic nature cannot be send simultaneously.
  • Put in a File:  Helps the user to attach a receipt/s within a concerned file.
This option can be used for the files which has already been created or the files which has been marked to the user.
  • View:  Helps the user to list the receipts depending upon its current state. i.e. (Unread, Read, Followed Up, Physical, Electronic, All)
  • Move To:  Helps the user to Create New Folders and Manage Existing Folders.
User has to select the receipt, for which new folder is to be created.
  • Copy:  Helps the user to copy the metadata fields automatically and send it.User can edit the metadata fields and after clicking the Generate  button a new Receipt no. will be allocated to the copied receipt.
  • Close:  Helps the user to close a receipt.
The receipt in which draft is created and not been dispatched cannot be closed. For that draft needs to be dispatched first then the receipt can be closed.
  • Dispatch:  Helps the user to Dispatch a receipt.
If user click on Dispatch By Self button, then the physical receipt will be dispatched that same moment and also the receipts gets closed and moves to ‘Closed’ section of receipt.

If user click on Dispatch By CRU button, Dispatch Option section appears which shows ' Dispatch By CRU Details'. By choosing a CRU User(s) from the list a user can dispatch it to the concerned CRU.
  • Reminder: This link helps the user to set reminder/notification for themselves or for other eOffice users. Reminders can be set from Receipt Inbox or while sending a receipt to other eOffice user
Refer to Action on Receipt for Details