Sharing Emails via Streams

In the Mail module, you can enable the Streams Comments dialog as a popover or have it below the email detail view. When it's enabled as a popover, use the steps below to share an email with a colleague or a group:

1. Navigate to the Mail module. 
2. Click open the email you want to share.
3. Click the Share in Streams  icon from the email's detailed view. 
4. Click the Add or View Invitees  icon.
5. In the Invitees popup, choose from the list of suggestions or search and select the contact or the group with whom you want to share the email. 
6. Click Invite. 

Alternatively, if Streams Comments is disabled as a popover, you'll find it below the email detail view. You can follow the same procedure from step three to share the email. 

Notes: 

• If you want to prevent invitees from adding other contacts or groups to the email (or other elements such as notes or tasks) you've shared via Streams, click the Refuse Other Invitees  icon. 
• Check the Include Others in This Conversation option to add the sender and the primary and secondary recipients to the Streams conversation.
  

Sharing Tasks via Streams

To share a private task with a colleague or a group: 

1. Navigate to the Tasks module.
2. Click open the task you want to share. 
3. Go to the Streams Comments dialog below the task detail view. 
4. Click the Add or View Invitees  icon. 
5. In the Invitees pop-up, choose from the list of suggestions, or search and select the contact or the group with whom you want to share the email. 
6. Click Invite. 

Sharing Notes via Streams

To share a personal note with a colleague or a group:

1. Navigate to the Notes module. 
2. Click open the note you want to share. 
3. Click the Comment  icon in the top-right corner of the Notes Editor.
4. Click the Add or View Invitees  icon. 
5. In the Invitees pop-up, choose from the list of suggestions, or search and select the contact or the group with whom you want to share the email. 
6. Click Invite. 

Interacting with Streams Elements

In addition to sharing your emails, notes, and tasks, you can interact with the Streams elements by commenting, replying to comments, liking comments, @mentioning, attaching files, adding emojis, and removing/refusing other invitees. 

Like

When you like Streams elements such as emails, notes, tasks, events, messages, or bookmarks, you show your approval or your interest. To do so, click the Like  icon in the top-right corner of the Streams Comments popover. 

Note: To undo the like action, simply click the icon again.

Comment

To comment on any Streams by you or others:

1. Navigate to the Streams Comments dialog. 
2. Type your comment in the comment textbox.
3. Click the Comment  icon. 

Note: When the comment textbox does not have any text, the Comment  icon will be greyed out. 

Reply to a Comment

To reply to a comment:

1. Hover over the comment to which you want to reply.
2. Click the Reply  icon.
3. Type your reply in the comment textbox.
4. Click the Comment  icon. 

Reply Privately to a Comment

To reply privately to a comment:

1. Hover over the comment to which you want to reply privately. 
2. Click the More Options  icon.
3. Select Reply Privately from the menu list.
4. Type your private reply in the comment textbox.
5. Click the Comment  icon.

Like a Comment

To like a comment:

1. Hover over the comment you want to like.
2. Click the Like  icon.

@mention

You can tag a team member in the Streams comments by @mentioning them. This is also another way to add them as an invitee to view an email, note, or task. 

Attach Files

To attach files in your comments:

1. Click the Attach File  icon in the comment textbox. 
2. In the dialog that opens, browse the attachment from your local device and click Open.
3. Type any comments, if required, in the comment textbox.
4. Click the Comment  icon. 

Note: The maximum file size permitted per comment is 10 MB.

Remove Invitees

To remove invitees and unshare a Streams element:

1. Click the Add or View Invitees  icon.
2. In the Invitees pop-up, click the Uninvite  icon of the users you want to revoke access to view the email, note, or task. 

Refuse Other Invitees

You can prevent users that you've invited to view an email, note, or task from adding other users. To do so, click the Refuse Other Invitees  icon in the top-right corner of the Streams Comments popover. 

Notifying About Streams Activities

You'll be notified of the following Streams activities through In-App Notifications indicated by the Bell  icon in the app toolbar:

• When a user shares an email, note, or task with you by adding you as an invitee
• When a user shares an email draft
• When a user likes your post
• When a user comments on your post
• When a user likes your comment
• When a user replies to your comment
• When a user @mentions you in a comment
• When a user updates a post (email/note/task/event/message/bookmark) 
• When a user adds or removes invitees from a post
• When a user adds or removes members from the Streams Group 

The number of unread notifications will also be listed on the Bell  icon. To view these notifications:

1. Click the Bell  icon in the top-right corner of the app toolbar.  
2. Select the notification to view and act on it right away.