Tags: Organizing Your Data
You can use Tags to categorize emails and contacts.
Logging in
- Using your favorite web browser, navigate to https://mail.epbfi.com.
- Once the page loads, you will be greeted by the login dialog box:
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- In the Username field, type in your Advanced Email Address (for example, john.appleseed@mycompany.com).
- In the Password field, type in your Advanced Email password.
- Click the Log In button to log in.
- Your Inbox should now appear on the screen.
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Creating a new tag
- In the left pane, locate the Tags section:
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- Click on the Gear icon to bring up a tags menu:
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- You should now see the Create New Tag dialog. Specify a name for the tag, select a color, then press the OK button.
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- The new tag should appear in the left pane under the Tags section.
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Assigning a tag to an email
- Select the message in your mailbox that you would like to tag.
- Click on the Tag selected item(s) button in toolbar above your messages pane:
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- Select the tag you would like to be applied to the email:
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- Notice that a tag now appears next to the message in the messages pane:
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- You will also see a new Tags category when you read a message:
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Automatically assign tags to new messages
- Using Filters, we can automatically assign a tag to an incoming email beased on criteria you specify.
- Click on the Preferences tab at the top of your webmail:
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- In the Preferences pane on the left side of your webmail, select the Filters category.
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- With the Incoming Message Filters tab selected, click the New Filter button.
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- Specify a Filter Name and the criteria that matches what you would like to be tagged. You can use the + and - buttons to add or remove more criteria.
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- In the Perform the following actions section, use the drop-down menu to select Tag with:
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- Click the Browse button:
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- Select the tag you want to use and press the OK button.
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- Click the OK button to save the filter.
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- Congratulations, you set up a filter that automatically applies a tag! If you receive a new message that meets the criteria you specified, it will automatically tag the message for you.
Show emails with a particular tag
- Make sure you have the Mail tab selected. If you do not, select it.
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- Locate the Tags section in the left pane and select the tag you want to view.
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- The messages that contain the selected tag will appear in the right pane.
Using tags with contacts
- You can follow the same instructions as email tags above to tag your contacts.