The Set Record page contains two panels: Detail and Attachments. The Detail panel contains information about the People and Mail record. The Attachments panel contains the text of incoming attachments, such as e-mail and any associated e-mail attachments. To edit existing or add new information to the Set record, click the plus sign (+) to expand the section. IQ automatically expands or collapses the sections in subsequent records based on how you left them in the previous Set record. Once your changes are made, click Next if you are editing a series of records, or Save or Save and Close if you are editing a single record.
The Detail panel of the Set record contains People information in the Name, Other Information, Workflow Agency Contact Associations and Address sections. Note: Information in these sections is grayed out if your IQ user-ID does not have access to the security lock to Modify People. Information about the Mail record is contained in the General Mail Information, Response Information and Attachment Information sections of the Detail panel. The OCR text is displayed for Fax, Scan and Digital Mail Sets in the Incoming Attachment section. This allows the user to copy and paste the text (i.e. name and address block) for a Search Again. Actions in the Detail panel allow you to change the status of the record, delete the set record, forward the email message, add a new address, e-mail or phone for the People record and search for another People record.
The Attachments panel of the Set record contains the text of any incoming attachment, including e-mail attachments. The OCR text is displayed for Fax, Scan and Digital Mail Sets in the Incoming Attachment section. This allows the user to copy and paste the text (i.e. name and address block) for a Search Again. For E-Mail Sets, the Incoming Attachment is the .eml file. The subject and message text of the e-mail is displayed on the Attachments panel. To view all of the email contents, click the View link, located to the right of the File Name. When you click the View link, IQ displays the E-Mail Viewer. Click the Close button to close the E-Mail Viewer and return back to the Set Detail record.