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  • Hi, welcome to Enate Help
  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • User Roles in Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contacts Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unhandled Emails
          • Creating New Email Routes from Unhandled Emails
          • Viewing Deleted Emails
          • Unhandled Emails Further Specifics
        • Blocked Email Addresses
      • Using Multiple Tabs
      • Focus List
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
        • Creating a Work Item from an Existing Email
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Defects Card and Recording Defects
        • Timeline
        • Files Tab
        • Time Tracking
        • Forecasting for Cases
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • Processing a Ticket
        • The Ticket Screen
        • Processing a Ticket
        • Merging a Ticket into another Ticket/Case/Action
        • Splitting a Ticket
        • Converting a Ticket into a Case
      • Processing a Case
        • The Case Screen
        • Processing a Case
        • Manually Launching An Action
        • Reworking a Case
        • Sub Cases
      • Processing an Action
        • The Action Screen
        • Processing an Action
        • 'Wait for Sub Cases to Complete' Actions
        • 'ABBYY FlexiCapture' Actions
        • 'Document Extraction' Actions
        • 'Peer Review' Actions
        • 'Send Email' and 'Send Email and Wait' Actions
        • 'Trigger External API' Actions
        • Approval Actions
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Reports
        • Team View Report
        • User's Overview Report
        • Sentiment Analysis Report
        • User Insights Report
      • User Availability Insights
        • The Insights Popup
        • Main Insights Page
        • Main Insights Page: Team Leader Features
        • The User Insights Report
      • Advanced Search
      • User Settings
        • Email Signature Optimisation
      • Test Mode
      • Multilingual Support
      • Appendix
        • How to enable spell check in Enate
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • Builder
    • 🛠️Builder
      • Navigating Builder
      • Service Lines Screen
        • Creating New Ticket Types in a Service Line
        • Creating New Case Types in a Service Line
        • Creating New Action Types in a Service Line
      • Service Matrix Screen
        • Screen Overview
        • Creating and Editing Customers
        • Creating and Editing Contracts
        • Creating and Editing Services
        • Adding new Tickets & Cases
        • Ways to Create Work Items in Work Manager
        • Process Grouping Work Items
      • Ticket Configuration
        • Cloning from existing Ticket settings
        • The Ticket Screen
        • Adding a Ticket Category Row & Settings
        • Configuring Ticket Attributes
        • Setting a Ticket Live
      • Case Configuration
        • Creating a New Case Process
        • Case Screen Overview
        • Case-level Settings - Case Info Tab
        • Adding Actions to a Case
          • Manual Actions
          • Peer Review Actions
          • Send Email Actions
          • Send Email and Wait Actions
          • Start Case Actions
          • Approval Actions
          • Trigger External API Actions
          • IDP Data Extraction Actions
          • ABBYY OCR FlexiCapture Actions
          • Wait for Sub-Cases to Complete Actions
          • Adding Ad-hoc Actions
          • Adding Action Checklists
        • Case Conditionality
          • Case Conditionality - Formatting Examples
          • Conditionality Based on an Action's Checklist
          • Conditionality – Advanced Mode C# Tips
        • Merging Branches in a Case
        • Ending a Case Early
        • Setting a Case Live
      • Email Mailbox Configuration
        • Email Connectors
        • Email Routes
        • Microsoft Office 365 Email Integration with Enate via Graph API model
        • Setting up your Email Infrastucture
          • Inbound Email Setup
          • Outbound Email Setup
        • Incoming Emails - Processing Logic
          • Wildcard Routes for incoming BCC Emails
          • Wildcard Email Routes - Possible Scenarios
          • Subsequent Email Responses - Scenarios
        • Email Processing Modes - Options
        • Email Receipt & Deduplication
        • Dealing with Incoming Out of Office Emails
        • Enate via Graph API model
      • Email Template Configuration
        • Default Email Templates
        • Creating New Email Templates
        • 'Reply Instructions' Email Template - 'Expression of Intent' Instructions
        • Viewing Where Email Templates Are In Use
        • Comparing & Merging Email Templates
        • Canned Response Configuration
      • Custom Data and Custom Card Configuration
        • Creating Custom Data Fields
        • Creating a Custom Card
        • Importing / Exporting Custom Cards
        • Advanced Custom Cards
        • Linking Custom Cards to Cases / Tickets / Actions
        • Quickfind with Custom Data – Configuration and Rules
        • Extension Properties
      • Schedules and Triggers
        • Schedule Setup
          • Creating a Schedule Structure
          • Creating a Schedule
          • Linking a Schedule to a Case
        • Schedule Behaviour for Auto-Launching Cases
        • Triggers
          • Creating a New Trigger
          • Editing an Existing Trigger
          • Viewing Cases Launched by Triggers in Work Manager
      • Shared, Standardised Settings – ‘Flavours’
        • Due Date Flavours
        • Allocation Flavours
        • General Settings Flavours (Action Only)
        • Follow Up Settings
        • Exception Activities – Creating and Cloning New Flavours
      • Case and Ticket Configuration Validation
      • Approval Flows
      • Integrations - Marketplace
      • User Management
        • Service Agents
        • Robots
        • Self Service Users
        • User Groups & Data Permissions
        • User Roles & Feature Access
        • Application Credentials
      • Working Calendar Management
      • Adding Localizations
      • Viewing Deleted Items
      • System-Wide Settings
        • General Settings
        • Defect Parties
        • File Tags
        • Office 365 Integration
        • Suppliers
        • Queues
        • Contact Tags
        • Departments
        • Locations
        • Cost Centers
        • Password Policy
        • SSO Settings
        • Approval Settings
        • Privacy Policy Display
      • Maximum Limits in Enate
      • Useful Links
      • Validation Codes
      • Administration
        • Enate System Setup Requirements / Whitelisting
        • Binary Data Storage Options - 'Bring Your Own Bucket'
        • Files: Anti-Malware Scanning
        • Activities Audited in Enate
        • 2021.1 Engine Descriptions
        • Open Source Components
        • SSO Configuration
  • EnateAI
    • EnateAI
      • EnateAI for Email
        • Enate AI - Email Classification
        • EnateAI - Email Data Extraction
        • Enate AI Sentiment Analysis
        • EnateAI - 'Thank You' Email Evaluation
        • Email Connector-level control over Email Integrations
      • EnateAI - Document Classification
      • EnateAI for IDP - Document Extraction
      • EnateAI - AI Analyst (Beta)
        • AI Prompts
          • Bank File Reconciliation
          • Investment Case Content Creation
          • Credit Card Statement Reconciliation
      • Set Confidence Thresholds for your Integrations
  • Enate BI
    • Enate Data Dictionary
  • Integrations
    • Enate Integration Services powered by SnapLogic
      • SnapLogic Overview
        • Using SnapGPT to help you in SnapLogic
      • iPaaS Patterns
      • Build your Pipeline - Enate Integration Pattern 1
      • Enate Integration Services FAQs
      • Resources and Links
    • Enate Integrations
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Auto-classify emails - Email Classification
      • Auto-populate Custom Cards with Email Info - Email Data Extraction
      • Analyse sentiment in emails - Sentiment Analysis
      • Auto-evaluate 'Thank You' emails -Thank You Email Evaluation
      • Auto-tag email attachments - Document Classification
      • Auto-extract document data - Document Extraction
      • Set up a Bot status monitor in Power Automate
      • Integrate third-party WebApps by Iframe with Enate's Advanced Custom Cards
      • Extract Emails & Attachments to SharePoint with Power Automate
      • Auto-notify other apps of new Cases, Tickets & comms with Enate's Webhooks
      • Auto-populate row data into an Enate Case with UiPath
      • Create a Webform that turns requests into Tickets with Enate's APIs
      • Default Current Date & Time into a Field with Enate's Advanced Custom Cards
      • GPT Providers
      • APIs
        • API Changes
        • API Enums
      • ABBYY FlexiCapture
        • Setting up Enate & ABBYY Integration
        • How ABBYY FlexiCapture Actions Work At Runtime
      • Webhooks
        • How to work with Enate's Webhooks
        • List of Enate's Webhooks
        • API Webhook Subscription
        • Webhook Troubleshooting
      • UiPath
        • Setting Up Enate & UiPath Integration
        • Enate UiPath Activity Libraries
        • Enate & UiPath Orchestrator Synchronization
          • UiPath Synchronization V4
          • UiPath Cloud Synchronization V3
          • UiPath Cloud Synchronization V2
          • General Questions and Issues, Debugging and Troubleshooting
      • UiPath Communications Mining
      • Blue Prism
        • Setting Up Enate & Blue Prism Integration
        • Enate Blue Prism Connectors
      • Automation Anywhere
        • Getting Started with Automation Anywhere
      • Power Automate
      • Advanced Custom Card Code
        • Custom Card Validation
        • Custom Card HTML
        • Custom Card CSS
  • WHITE PAPERS
    • Enate White Papers
  • Implementation
    • Enate Implementations
    • Enate Academy Training Courses
  • 📙Glossary of Enate Terms
  • 💬Feedback
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