The Inbox contains all messages about subscriptions, follow-ups, and tasks from processes.
You can open your inbox by clicking the 
Main menu icon > Inbox or via the 
Inbox icon on the yuuvis® RAD bar.
In the case of smaller monitors or browser windows (<600 pixels wide), the 
Favorites, 
In-tray, Inbox and 
User documentation icons are hidden in order to better display the yuuvis® RAD bar.
A number on the Inbox icon indicates how many messages are currently in the inbox. If there are new messages in the inbox, a Windows notification will inform you of them if you are logged in to yuuvis® RAD client. You can show the inbox in yuuvis® RAD client by clicking the Windows notification. When using this feature for the first time, the user must grant permission for being notified via the Windows operating system.
When returning to the inbox, the last focused task is focused again. If the task is no longer available, the first task in the message list will be focused.
There are three parts to the inbox:
The message list
On the left-hand side of the inbox you will find the message list. The details of a selected message are displayed in the center, in the task area, and on the right-hand side of the inbox in the object area.
The messages in the message list are labeled with icons (
subscription, 
Follow-up, 
Process). Tasks assigned to you as a substitute are labeled as a Substitution in the message list (see Substitutes).
The icons of the entries in the message list can be adapted to the specific system by the administrator.
The following functions are available in the header of the message list:
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Refreshes the message list of the inbox. |
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Filters the message list by metadata, status, or type. For example, enter the contract string and the list will show all objects whose names contain the contract string. If you enter more than one term, the AND operator is used to connect them. The filtered messages will then contain all terms you entered for the search in the title or subject. You can also filter based on type (Follow-up, Subscription, and Process) or based on status (Accepted, Not yet accepted, Substitution, Overdue). While the filter criteria Accepted and Not yet accepted are mutually exclusive, you can combine the remaining criteria. Active filters are highlighted by means of a colored filter icon in the header area of the list. The count of the filtered objects is shown in the footer of the list. If you enter a string in the filter, then you can save it by clicking the To remove a filter that has not been saved yet, click the Reset filter button in the open filter dialog. |
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Sorts the message list in ascending or descending order by title or date. Active sortings are highlighted by means of a colored sorting icon in the header area of the list. To remove a sorting, click the |
Plus icon. The saved filter is then shown below the filter input field and can be deleted again by clicking the 
Recycle bin icon. Saved filters that have been deleted cannot be restored.
Clear sorting icon in the open sorting dialog.The task area
The details of a notification marked in the message list are shown in the task area.
Messages About Subscriptions or Follow-ups
If you select a message about subscriptions or follow-ups from the list, the details of the selected object are shown in the task area. You can remove notifications about follow-ups and subscriptions from the inbox in the task area by clicking the Confirm button.
Messages from processes
If you mark a message about a process work item from the list, the following aspects are shown in the task area: Task, History, and Process file. You can edit and forward tasks from process work items directly in the task area:
Task aspect area
You can use buttons in the Task aspect area to accept, return, or forward tasks (see Editing or Returning Tasks or Forwarding Tasks When Out of Office).
If several recipients are assigned to one process work item, you can show the list of recipients by clicking the 
Down arrow icon in the Task aspect area.
History aspect area
The editing history of the selected process is shown in the History aspect area. It shows, for instance, what process work items were edited at what time and by which user. You can filter the events of the process history, if needed (see Viewing Processes).
Process file aspect area
If a process contains record objects, these are shown in the object area. The procedure for adding objects to a file is described in Starting Processes with an Object Reference and Editing or Returning Tasks. Objects that are part of a process file are identified by a 
Process icon in the header in the object area.
The user is only shown the objects in the object area which they are authorized to read. It may therefore happen that the objects of the process file are not displayed to the user in the object area.
The following functions are available in the task area:
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Updates the content of the task area. |
Object area
The object area on the right shows all the properties and contents of the notification object selected in the message list. Nothing is shown in the object area if the notification for a process does not contain an object in its process file.
The user is only shown the objects in the object area which they are authorized to read. It may therefore happen that the objects of the process file are not displayed to the user in the object area.
You can edit the displayed object using the 
Actions menu, the 
Open document file in local application icon, and the Metadata aspect area in the header of the object area (see Editing Document Files and Editing Metadata). The best way to access the object’s filing location is to use the 
Open in folder action or Open in the Actions menu.
The object area is divided into the object aspects:
Summary aspect area
Shows a summary of the most important metadata and object properties of an object, such as name, editor, status, number of versions, file size, etc.
If the object is in a folder, the most important metadata for the folder is also displayed in a drop-down menu. The title of the drop-down menu provides information about the type of folder. If you click on the linked title, the metadata of the folder is displayed in the object area instead of the metadata of the object.
Fields with links to other objects, such as links to the filing folder or reference links, may also be shown in the Summary aspect area, depending on the object type (see References). Click the folder link or the 
Reference icon, for example, to access the filing location of the linked object.
If more than one version of an object exists, you can also click the underlined version number to access the version view. Here, you can compare the versions of an object with one another and restore older versions (see Object Versions).
Metadata aspect area
The Metadata aspect area offers the option of editing the metadata of the selected object (see Editing Metadata), provided that:
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you have the appropriate rights;
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no other user has locked the object (see Locking Document Files);
History aspect area
The editing history of the selected object is shown in the History aspect area. It displays, for instance, what changes were made to an object, at what time, and by which user. You can filter the events of the editing history, if needed. You can also access the version view via the entries (see Object Versions).
References aspect area
The relevant links to other objects in yuuvis® RAD are shown in the References aspect area. Click a reference entry to show the filing location of a reference object. You can also use the 
Search icon or the Open in hit list button to view hit lists containing the reference objects (see References).
Content aspect area
The Content aspect area is used to display document content. Various content previews are used depending on the type of document file that was selected:
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Standard content preview
Provides a simple preview of the contents of the selected document file. In this content preview, you can print out and search the document file, select and copy text, and download PDF attachments (see Standard Content Preview).
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yuuvis® RAD office-365-dashlet
The dashlet is not displayed until you have selected a document whose document file permits editing with Microsoft Office 365. You can use the dashlet to create Microsoft Office documents and collaborate on these documents with other yuuvis® RAD users. A detailed description of the dashlet can be found under The yuuvis® RAD office-365-dashlet.
You can undock the content preview (see Hiding and Undocking Areas).
Signatures aspect area
The Signature aspect area shows information about the signatures of document objects. The entries in the aspect area provide information about the status of a signature process or about the signature itself (see Signatures Aspect Area). The aspect area also provides users with the ability to control a signature process.
Aspect areas can be hidden by the administrator. Similarly, the order of the aspect areas can be determined by the administrator. Additional aspect areas can also be developed and integrated as company-specific.
Depending on the context, you also have a number of actions available in the header of the object area:
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Updates the preview of the object selected in the object area. |
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Displays the favorite status of the selected object. Clicking the favorites icon allows you to add the object to your favorites or remove it from the favorites area (see Adding Objects to Favorites). |
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Downloads the document file of the selected object in the original format to the local file system (see Download Document File). This is displayed only if the object selected is a document file that has content. |
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Downloads a document file for editing (see Opening and Editing a Document File Locally). This is only displayed if:
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Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu). |
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Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions). |
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Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups). |
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Indicates that the selected document is in the process of being signed. The document file has been transferred to a signing platform and still needs to be signed by the specified signers (see Signing Document Files). |
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Indicates that the selected document has been signed (see Signing Document Files). |
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Indicates that the selected document is in the process of being signed and that the signing request has expired, has been rejected, or has been canceled or that an error has occurred during signing (see Signing Document Files). |
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Indicates that the selected object is part of a process file (see Process file). If you hover with your mouse over the icon, the tooltips will show you which process this is. |
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Indicates that the selected object has been finalized (see Finalizing Objects). |
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Indicates that the selected object has been locked by you (see Locking Document Files). |
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Indicates that the selected object has been locked by another user. |
| Link document |
The Link document button indicates that the selected object is a link document (see Object Versions). |
| Open original context |
The Open original context button indicates that the selected object is an object referencing the folder (see References). You can click the button to view the filing location of the selected object. |
Adjusting the Layout
You can change the layout of the areas (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).
Aspect areas can be hidden by the administrator. As a result, the functions described may not be available to you.
on the right.
areas. Use the toolbar to show all hidden areas at once:
