Briefcase Basics

Advanced Email features a beautiful web-based task manager you can access from any device with a web browser.

Logging in and accessing your briefcase

1. Using your favorite web browser, navigate to https://mail.epbfi.com.
2. Once the page loads, you will be greeted by the login dialog box:
   
3. In the Username field, type in your Advanced Email Address (for example, john.appleseed@mycompany.com).
4. In the Password field, type in your Advanced Email password.
5. Click the Log In button to log in.
6. Your Inbox should now appear on the screen.
   
7. Click on the Briefcase tab to open your tasks:
   
   
   
8. Your briefcase should now appear:
   
9. Select the file you want to view or open in the left pane:
   
   
   
10. If it is a supported file type, you will see a preview of the document in the right pane (if it is not, you will see information about the file):
    
    
    
11. You can click the Download button to download the file to your computer:
    
    
    

Uploading files

1. Click the Upload File button:
   
   
   
2. You should be greeted by the Upload New Files to Briefcase dialog:
   
   
   
3. Click the Browse button and select the file you would like to upload:
   
   
   
4. You can optionally provide notes in the Notes field:
   
   
   
5. Click the OK button to complete the file upload:
   
   
   
6. When the upload is complete, you will see the following notification at the top of the screen:
   
   
   

Creating documents in the cloud

1. Click the New Document button:
   
   
   
2. A new window or tab will open in your web browser with a document window:
   
   
   
3. In the top left corner of the screen, name the document in the provided text box and click the Save button to create the document:
   
   
   
4. Add the text you would like in your document.
5. Click the Save button to save your work, or Save and Close to save the document and close out of the document composer: