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How to use the sent items grid?

This article discusses using the Online Portals Sent Items grid to review the messages you've sent.

To use the Sent Items 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 Sent Items.
  • Below is a list of available functions in the Sent Items grid:
Button Description
blue email envelope, with button border Click to Read the selected message.
delete with button border outline Click to Delete the selected message.
ACTIONS that looks like print, with button border Click to Print, Preview or Email the selected message.
EXCEL with button border outline Click to Download the 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. Opens a dialog window where you can change the display order and visibility of each grid column.
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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