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)
  - 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.
  - We have created a "startpage.html" file that is displayed instead of the "watermark.html" file in the preview pane shown on login.
  - (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.

  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*

Email

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.