View My Messages From My Workspace

This article explains how users can view and access their messages directly from the My Workspace page in Compliance Manager. The My Messages feature provides quick visibility into system messages, notifications, and communications relevant to the user’s tasks and compliance activities.

Follow these steps to view My Messages from the My Workspace page:

1. On the My Workspace page, locate the My Messages indicator with a numeric badge. The badge displays the number of unread messages.

   

2. Click the My Messages indicator to open a quick view of your messages.
3. Select a message from the list to view its full details or click on Go to My Messages.

4. The My Messages page will display a list of all messages. Unread messages are marked until they are opened, after which they are automatically marked as read.

   

5. At the top of the page, messages are organized into two tabs:
   • Message: Displays system-generated and task-related messages.
   • Discussion: Displays threaded discussions related to workflows or records.
6. Select a tab to view the corresponding message type.
7. Select the desired message from the list to view its contents. A View Message pop-up window opens, displaying the full message details, including the sender, message content, attachments, and related information.

8. The users can use the Filters panel on the left to refine the message list by Status, Message Type, Date Range, or Employee. Select Reset to clear all applied filters and return to the full message list.

   

9. Each message includes a More options (three-dot) icon on the right side of the message row. Selecting this icon opens a menu with additional actions.
   • Delete: Removes the selected message from your message list.

   • Mark as Unread: Marks the message as unread, allowing you to return to it later for follow-up.

     

10. To perform the Mass Actions, select the checkbox next to one or more messages in the message list.
11. Click the Actions menu that appears after selecting messages.
12. Choose one of the following options as needed:
    • Read: Marks the selected messages as read.
    • Unread: Marks the selected messages as unread.
    • Delete: Removes the selected messages from the message list.
    • Starred: Marks the selected messages as starred for easy reference.

    • Unstarred: Removes the star from previously starred messages.

      

Notes:

• Users can select the Date column header to sort messages by newest or oldest.
• Use the Show entries option to control how many messages are displayed per page.

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