Before you start
- A mailbox must be connected for your firm. Without one, Compose and Sync mail are hidden.
- Administrators and operations users can change an email’s kind and status, sort with AI Check and send emails. Other roles can read.
- AI Check actions only appear when AI is set up for your firm.
Find your way around
1
Pick a folder or a mailbox
The panel on the left (Mailboxes) has Folders (All mail, one folder per kind, and Sent) and Mailboxes (All inboxes or one account). Gmail, Microsoft and uploaded mail are separate accounts. Hide the panel with Hide mailboxes.
2
Choose how to see the list
Switch between Table, Cards and Definitive. Definitive groups emails as a board.
3
Search
Type in Search content, subject, or sender…. The search looks inside the email text too. The usual search rules apply.
Kinds, statuses and review
Open an email
Select a row. The side panel shows who sent it, the message and its attachments. Use Preview on an attachment to see it, or Open in a new tab. Select the refresh icon (re-fetch body and attachments) if something is missing. For a forwarded report, DOS shows the cinema that wrote it, not the colleague who forwarded it. At the top, set Kind and Status. The sparkle button next to Kind (Suggest a kind with AI) proposes a kind. At the bottom, the hand-off buttons are:- Import results: takes the attachment to the provisional results import.
- Record definitive: reads the attached report so you can check it. See Check a cinema report.
- Create booking: opens Bookings with the attachment at hand.
- Auto extract: reads every report of the PDF in the background, one after the other, and adds each to To check. A note bottom right says when it is done. It appears only when your firm reads emails automatically.
Sort with AI Check
1
Open the more menu
In the top bar, open the more menu next to Compose.
2
Select AI sort
AI sort has AI Check sort the latest 100 emails by kind, a few at a time. It can take a while.
3
Read the result
A note says, for example, “AI Check sorted 80 of the latest 100 emails; 12 changed category.” Kinds you set by hand are kept and counted separately.
If something looks wrong
Auto extract says it could not start
Auto extract says it could not start
The messages are: “Results reading is turned off for this firm.”, “This email has no PDF to read.” and “Only emails you received are read.”
It says Already being read in the background
It says Already being read in the background
Wait for the note bottom right. The reports then appear in To check.
The list says Inbox is empty or No matches
The list says Inbox is empty or No matches
“No matches” means the search, filters or folder hide everything. “Adjust the search, filters, or view.”
A report is marked Not read
A report is marked Not read
The report says nothing was shown and carries no figure. Use Extract on the attachment to read it anyway.
The review label says Not shown in the mailbox
The review label says Not shown in the mailbox
The mailbox needs Allow labels in Settings, Mailboxes, or the email is no longer in the mailbox.