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How to use the inbox grid?

This article discuses using the Online Portals Inbox grid to create new messages as well as read, reply, print and delete messages received from others.

How to use the Inbox grid:

  • Select export Online Portals in the left panel of The Mortgage Office®.
  • In the drop-down, click Messages.
  • In the Messages grid, make sure the drop-down in the upper right of the page shows Inbox.
  • Below is a list of available functions in the Inbox grid:
Button: Description:
Add new PLUS sign w border_r-PNG Click New to create a new message.
blue email envelope, with button border Click to Read the selected message.
delete with button border outline Click Delete to delete the selected message.
BLUE CURVE-BACK ARROW reply, with button border Click Reply to reply to the selected message.
BLUE ENVELOPE OPEN receIve, with button border Click Receive to fetch new messages.
ACTIONS that looks like print, with button border

Click to Print, Preview or Email selected message.

NOTE: Click here to learn more about print preview windows.

EXCEL with button border outline Click to Download the message grid to an Excel report, which will be automatically downloaded to your computer's Downloads folder.
GRID with button border outline Click to Customize the grid. 
REFRESH with button border outline Click Refresh to refresh the contents of the grid.

TIP: For additional information see How to use the data grid?

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