Case Status
Log In


OASIS Screens»In Box Buttons
  • RSS Feed

Last modified on 6/26/2018 8:41 AM by User.


In Box Buttons

Many groups use the OASIS inbox feature to load faxes, emails or other files requesting quotes or orders directly into OASIS.  These requests may or may not be directed to a particular person. For example, files may come into an agency and are stored in a file on a server. OASIS can be setup to grab those files and pull them into the OASIS Inbox. You can then designate a person in the office to manage the invoice queue assigning entries to other users as desired. From the Inbox, those messages can be used to create a new project or order.  Messages referencing existing projects or orders can be attached to the existing transaction.

The inbox is used to receive data from external systems including:

  • Faxes received electronically*
  • Emails sent to a "global" email address
  • EDI data feeds
  • Web site integration