This article will walk you through how to setup and use shared and personal Bid Inboxes in RhinoDox.
What is the Bid Inbox?
The Bid Inbox allows administrators to connect a shared email account and/or a personal inbox to RhinoDox. Once connected, all account users will be able to view and attach emails to any existing projects in their account.
Users can also create a new project from an email in the inbox which will attach that email to the project.
This feature requires enablement by RhinoDox - please contact RhinoDox Customer Success at customersuccess@rhinodox.com to request access to this feature.
How to setup your company Bid Inbox
After Customer Success has enabled the Bid Inbox feature, an admin user will need to connect the shared inbox under Settings -> Inbox Settings.
On this page, the administrator will then click the "Add Account" button to connect the shared inbox.
Upon clicking "Add Account", you will be prompted to log into your email to authorize RhinoDox (Security Note: RhinoDox has no visibility into your email, if you have any privacy questions please contact support@rhinodox.com).
Once an email account has been connected under Inbox Settings, click Bid Inbox on the left side menu to display the contents of the email inbox in an interface similar to Outlook or other email clients.
Please watch the video below for further instructions on how to setup your company's shared Bid Inbox:
How to setup your personal inbox
Once the shared inbox has been enabled for the company, any account user can navigate to the My Info page by clicking on their name in the bottom left navigation bar, then clicking “My Info”. On the My Info page, users can connect their personal email account by clicking “Add email account” under the Email Settings section.
Please watch the video below for instructions on how to setup your personal email Bid Inbox:
How to use Bid Inbox
Once you have successfully connected your email accounts to your RhinoDox account, users will be able to open new projects as well as connect emails to existing projects.
Please watch the video below for a walkthrough showing how to open a project from your inbox and connect an email to an existing project:
Important Notes:
- We no longer attach entire threads of messages. When you attach an email to a project or create a new project from an email, only the selected email message is attached - NOT the entire thread. To attach a thread of messages you will need to manually attach individual email.
- It is not possible to automatically add attachments from an email into the Documents tab of the project. That must be performed manually while viewing the project.
- We have removed the separate views of "Bid Inbox" and "My Inbox" seen previously in the Beta version of this feature. The inbox displayed can be manually toggled in the email dropdown. See the video above for more information.
- Once an email has been attached to a project, that email is now visible to anyone who can view that project. Emails that are attached to projects in RhinoDox are treated no differently than if a document were uploaded to the system.
- It is not possible for another user to gain access to your personal email unless you accidentally add it to the wrong section so please be careful when connecting email addresses.
Please contact customersuccess@rhinodox.com with any questions about the Bid Inbox features or to request this feature be enabled for your account.