| Version 12 (modified by scubes13, 5 years ago) (diff) |
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RC User Guide Outline
Please note that I began this as a document specific to our current setup. Notes about our configuration: We have changed the look of the welcome page a good deal. (webmail.bezaleel.net to have a look)[[BR]] We have utilized the "Setup Identity upon first login" patch found on the dev-list so that all users setup a default identity in the beginning. [[BR]] We have created a "startpage.html" file that is displayed instead of the "watermark.html" file in the preview pane shown on login.[[BR]] (To-Do) I plan to create another directory within RC and provide the documentation directly. The thought is that users can click on a "Help" link in RC and display the documentation in the preview pane, etc.[[BR]] I believe that is it at the moment. I will attempt to mark those areas where our user guide deviates from the core RC setup. I am guessing we will be looking at different versions of this doc at some point. - scubes13
Introduction of Webmail
- General Intro
- About the System
- Software
- Browser Requirements
- Securing Your Browsers
- Saved Passwords
- Cache
- Authenticated Sessions
Initial Login
Accessing
- URL for accessing ( webmail.domain.ext )
- User (user@… = “user”)
- Password
- Click Login
Setup Default Identity:
- NOTE: Why at least one must exist.
- Display Name (Full Name)
- From Address
- Organization Name
- Reply To (what and why?)
- BCC (what and why?)
- Signature
- HTML (why?)
- Default (must have one identity set to default)
- SAVE
Folder Subscription:
- (Make certain basic folders exist and are subscribed.) - Inbox, Trash, Sent, Drafts
Email List
- Click Email link (top-right)
- Displays Inbox
- (Read Email section for more info / Link Here)
Main Screen
Describe Sections:
- Folder List
- Main Nav (Top-Right)
- Sub Nav (Top-Left)
- Bottom Nav (Bottom Area)
- Content Area (changes based on area being accessed – Read/Compose?, etc.)
- Preview Pane (optional / only on email lists)
- Welcome Page (Unique to Bez)
Address Book
Describe Layout
Add Contact
- Click on “Add Contact” button
- Contact pane is shown on right
- Display Name
- First Name
- Last Name
- Email Address
- Click “Save”
View Contact
- Click on name in left list
- Displays contact info in right pane
Edit Contact
- Click on name in left list
- Click on “Edit Contact” button
- Update Information
- Click “Save” button
Delete Contact:
- Click on name in left list to select
- Click on the “Delete Contact” button
- “Do you really want to delete the selected contact(s)?”
- Yes/OK
- NOTE: “Select Multiple Contacts” applies to the Delete function
Select Multiple Contacts:
- Hold Shift and click on a beginning contact and ending contact to select a range at once
- Hold CTRL and click on individual contacts at once
Compose Message to Contact:
- Click on name in left list to select contact
- Click on the “Compose Mail To” button
- Notice “Compose” window is opened and contact(s) display in the “To” field
- Proceed to create and send an email message
- NOTE: “Select Multiple Contacts” applies to the “Compose Mail To” function
Print/ Export/ LDAP
- Functionality is currently in development and disabled in client.
Personal Settings
Describe Layout:
- 3 tabs, etc.
Preferences:
- Language
- Time Zone
- Set to -05:00 – EST for those in South Carolina/East? Coast (Unique to Bez)
- Daylight Savings (check how this works? auto adjusts? or offsets hours by one if enabled?)
- Rows per page
- number of messages listed per page
- Pretty Dates
- Feb. 04, 2007 vs 2007-02-04 (verify)
- Display HTML
- why good and why bad
- how Bez Webmail tries to protect messages displayed in webmail (here or other place?)
- Compose HTML Messages
- why good and why bad *verify if it sends plain text along with html, etc
- Show Preview Pane
- Auto Save Draft
Folders
- Discuss what it means to “subscribe” to a folder
- Discuss how IMAP handles folders
- Discuss why to name folders “INBOX._name_”, etc.
- Subscribe To Folder:
- Check box in the “Subscribed” column
- Rename Folder:
- Click “Rename Folder” button beside desired folder
- Change Name
- Press “Enter” to make change
- Create Folder:
- Type new folder name in bottom text box
- Click “Create” button to save
- “INBOX.” / “.” separates folder and subfolder, etc.
- Delete Folder:
- Select “Trash” / “Delete Folder” icon beside the desired folder
- Will be prompted with “Do you really want to delete this folder?”
- Press “OK” for yes
Identities:
- Covered majority of functionality in “Initial Login” section
- Should see at least the initial identity in the list
- To Edit:
- Click desired Identity
- *Repeat initial setup info here for changing*
- Click “Save”
- To Add:
- Click “New Identity” button
- *Repeat initial setup info here for changing*
- Click “Save”
- To Delete:
- *No confirmation will be asked when deleting Identities*
- Click desired Identity in the list
- Click the “Delete” button beneath information
- Multiple Identities:
- Why would you want multiple identities?
- How do you use them in the “Compose” screen?
- *See information in “Compose” section*
Reading Messages:
- Folder Listing:
- Describe
- Displays a list of Folders to which the user is currently subscribed. (Link to subscription info here)
- May move from one folder to the other by clicking on the name of the folder.
- There are special folders (Inbox, Trash, Junk, Drafts, Sent) – they have special icons
- Folder Functions:
- Compact
- (Search for description)
- Empty
- Applies only to Trash and Junk folder
- Purges all emails from the selected folder.
- (Empties the trash/junk)
- Top Nav (While in message listing view):
- “Check Email” button
- Compose/ Create a new message
- Reply to the message
- replies to currently highlighted msg
- “Reply to send and all recipients” button
- replies to everyone on the previous email
- Forward the message
- Forwards a copy of the highlighted msg as an attachment
- Move message to trash
- Deletes highlighted message(s)
- Print this message
- Opens up the highlighted message in a new window and formats for printing on a selected printer. Also launches “Print” dialog window.
- Search
- searches content/sender/subject of all messages in the selected folderl
- lists all messages that apply in the current list
- Content Pane
- Message List:
- Read Status ( * vs * )
- Subject
- Sender (“Recipient” when in the “Sent” folder)
- Date
- (Pretty Date: Tuesday, 12:10PM / Non-Pretty Date: 2007-02-04 12:10PM)
- Size
- Attachment
- if paper clip image is displayed, there is an attachment on that msg
- NOTE: May sort on any column in ASC or DESC order
- NOTE: If message is bold it is Unread
- NOTE: Single Click to select and display in Preview Pane
- NOTE: If Preview Pane is disabled, double click to open in full-size individual message screen.
- Preview Pane:
- Displays content of currently selected/highlighted message
- Can be resized vertically to take up more or less of the screen. Message list is adjusted to accommodate.
- User can turn the Preview Pane on or off.
- If off, message list fills remainder of screen. (show image here)
- See explanation of Displaying Messages in Full Window for more details.
- Bottom Nav
- Selections
- Used to select messages in the currently displayed list
- All (selects all msgs in the current list)
- Unread (selects all msgs in the current list that have not been read)
- None (unselects any msgs that are currently highlighted)
- NOTE: May use SHIFT/CTRL + Click for multiple selection (See info in Multiple Selection Section)
- Disk Usage
- “X” / “Y” MB ( “Z” %)
- Reports your current usage of your account's quota
- (Describe quotas)
- “X” is the current amount stored in your complete account (in MB's)
- “Y” is the current file-size limit of storage in your complete account (in MB's)
- “Z” is the percent of usage of your accounts quota
- Message List Navigation
- |< < “X” to “Y” of “Z” > >|
- Shows you your current position within your list of messages in the selected folder.
- Also provides navigation through the list of messages
- |< takes you to the first page of messages in the folder (first 40 msgs)
- < takes you to the previous page of msgs
- > takes you to the next page of msgs
- >| takes you to the last page of msgs in the folder
- Full Screen Display of Single Message:
- How to open in Full Screen/Frame? Display
- Top Navigation
- Back to message list
- Compose/ Create a new message (See above)
- Reply to the message (See above)
- “Reply to send and all recipients” button (See above)
- Forward the message (See above)
- Move message to trash (See above)
- Print this message (See above)
- Show source
- "move to.." Drop Box
- Content Pane
- Subject
- Sender
- How to add to Addressbook
- Recipient
- How to add to Addressbook
- Date
- Attachments
- How to Open
- Info about the "Attachment Frame"
- Message Body
- Any alerts that might be displayed.
- To protect your privacy, remote images are blocked in this message. (Display Images)
- Any others? HTML maybe?
- Bottom Nav
- Message count for current folder
- (See: Message List Navigation)
Composing Messages:
- Multiple Ways of Starting Composition:
- Compose a new message
- From Message List or Full Screen Display
- Reply to
- Reply to message from Message List or Full Screen Display
- Reply to all
- "Reply to sender and all recipients" from Message List or Full Screen Display
- Forward
- "Forward the message" from Message List or Full Screen Display
- From Address Book
- Single
- Multiple (CTRL or SHIFT and click)
- Composition Screen
- Top Nav
- "Send the message now"
- Check spelling
- Attach a file
- Save this draft
- Priority
- Return Receipt
- Attachment Listing
- "+" button for adding an attachment
- Browse
- Upload
- Close
- Item Listed
- Delete
- NOTE: Discuss upload size limits by PHP
- Main Content Pane
- Sender
- NOTE: Discuss usage of Identities
- Recipeint
- "Complete as you type"
- CC / BCC Links
- "Complete as you type"
- Subject
- If none put in, what happens
- Message Body
- How it may display an HTML/Text Signature
- Spell Check
- "Check Spelling"
- "Resume Editing"
- Highlighted Words
- Drop Down Replacement
- Manually Insert Word
- NOTE: Point out how "Signature" works/shows up.
- Bottom Nav
- "Send the message now" Button
- "Cancel" Button
- Charset (Default: UTF-8)
- Editor: HTML / TEXT
- Explain difference
- Explain why HTML may not be the best bet...?
- Possibly pull documentation from elsewhere about the HTML editor
- Explain option of setting either as default in Preferences.
Organizing(?):
- Drag And Drop
- Move messages from one folder to another
- Use of SHIFT/CTRL + Click to select multiples
- Folders
- Add/ Delete/ Rename
- How to "move" folders (By renaming, etc.)
Troubleshooting
- How to report issues
- Support Link in Webmail (Unique to Bez?)
- Webmail Addressbook vs. Email Client Addressbook
- Webmail vs. POP3 Email Client
- Differences in Storage (Storage on server versus in the email client.)
- Sent Mail in Webmail (Why it may not show up in your email client.)
- Other?
Possible Links to information (aka, why reinvent the whole wheel?) Webmail: http://www.technion.ac.il/webmail/help2.htm https://webmail.artic.edu/guide/ FCKeditor: http://wiki.fckeditor.net/UsersGuide Thanks to Charles Dostale for sending in a portion of RC documentation that he has worked on in the past. The idea of an "Introduction" and "Troubleshooting" section was taken from his documentation.
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RoundCube_User_Guide_-_Outline.pdf
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added by scubes13 5 years ago.
Original Outline as posted online and in Google Docs
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