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Closing out project mail

When activity for a mail is complete, you should close it out so you can view and report on mail which is still active.

Close out project mail to get accurate project status reports. You can close out any project mail sent by your organization, but typically, you'd close out formal communications such as RFIs.

  1. Click the Mail button on the Module Menu, and under Search, click Sent.
Sent Menu
  1. Run a search to filter and reduce the number of mails in the list.
  2. Select the mails you want to close out.
  3. Select Tools/Close Out.
  1. When you do this the mail’s Status is changed to Closed-out.

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