Email Dashboard

Import, organize, and search your case correspondence. Create AI-assisted draft replies with context from your case documents, then refine them in a powerful inline editor.

Import Emails

Import .eml and .pdf email files from your case folders

Full-Text Search

Fast search across subjects, body text, and senders

Inline Draft Editing

Write and format reply drafts directly inside email cards

Opening the Email Dashboard

Keyboard: Press Ctrl+Shift+E
Command Palette: Ctrl+Shift+P → "SafeAppeals: Open Email Dashboard"
Activity Bar: Click the mail icon (📧) in the left sidebar

Importing Emails

The Email Dashboard supports two email file formats:

EML.eml

Standard email message format. Preserves all headers, body, and attachments.

PDF.pdf

Printed/exported email documents. Text must be embedded (not scanned images).

Import Steps

Open the Email Dashboard
Click the Import Emails button (or the + icon)
Select one or multiple email files
Click Open

The system automatically parses email content, extracts metadata (from, to, date, subject), and stores it in a workspace-specific database.

Extracted Email Fields

Field	Description
From	Sender email address and name
To	Recipient email address(es)
CC / BCC	Carbon copy recipients
Subject	Email subject line
Date	Send/receive date
Body	Plain text and HTML content
Attachments	File names and types

Viewing Emails

List View vs Compact View

Use the toolbar to switch between List View (full cards) and Compact View (single-line rows) to scan more emails quickly.

Click any email card in the dashboard to open it in the Email Viewer.

Email Card Information

Each email card displays:

Sender

Color-coded avatar with initials

Subject

Email subject line

Preview

First 150 characters of body

Case Folder

Source folder name

Attachments

Attachment indicator icon

Draft Badge

Orange badge for draft replies

Email Viewer Features

Complete email headers (From, To, CC, Date)
Full email body (HTML rendered if available)
Attachment list with file types
Inline draft editing for quick replies

Inline Draft Editing

The Email Dashboard includes an inline draft editor so you can compose reply drafts directly within the email card (no extra windows).

Starting a Draft

Draft

Open a blank draft editor for this email

AI Reply

Generate a contextual reply draft, then open it in the editor

Editor Toolbar & Shortcuts

The editor supports headings, emphasis, and lists.

Tool	Shortcut	Notes
Bold	`Ctrl+B`	Bold selected text
Italic	`Ctrl+I`	Italicize selected text
Underline	`Ctrl+U`	Underline selected text
Bullet List	—	Insert unordered list
Numbered List	—	Insert ordered list

Auto-Save

Drafts are auto-saved as you type. The editor shows Saving… and Saved X seconds ago so you can work confidently without losing changes.

Draft Status Workflow

Drafts include a lightweight workflow so you can track what's ready for review vs ready to send. Use the status badge in the editor header to change status.

✏️Draft

👀Reviewed

✅Ready to Send

📤Sent (coming soon)

Tip: Save your draft before changing status. Status actions are disabled while there are unsaved changes.

Version History

Every time you save a draft, a new version is created. You can open the History panel to preview prior versions and restore them if needed.

Open the draft editor for an email
Click History in the editor header
Select a version to preview it
Click Restore This Version and confirm

Searching Emails

The search feature uses fast full-text search across:

Email subject lines
Email body text
Sender email addresses

How to Search

Click the search icon in the toolbar
Type your search query
Press Enter or wait for automatic search
Results update in real-time

Search Examples

claim→Find emails containing 'claim'

john smith→Find emails mentioning John Smith

denial→Find denial-related correspondence

WCAB→Find Workers' Comp Appeals Board emails

Filtering & Sorting

Filter by Case Folder

Click the filter icon in the toolbar
The filters panel expands
Select a specific case folder from the dropdown
Or select All Cases to show everything

Tip: Filters work alongside search—you can search within a specific case folder.

Sort Options

Sort Field	Description
Date	Sort by email date (newest or oldest first)
From	Sort alphabetically by sender
Subject	Sort alphabetically by subject

Click the sort icon in the toolbar to change sort field. Click again to toggle ascending/descending. Default is Date (newest first).

AI-Assisted Replies

Use AI Reply on an email card to generate a reply draft using context from your case documents. The draft opens automatically in the inline editor so you can adjust tone and details.

How It Works

Hover an email card to reveal action buttons
Click AI Reply
The system searches your case documents for relevant context
AI generates a professional reply template
Edit and format the result in the inline editor

Draft Location

Draft replies are saved as:

{case-folder}/replies/Reply_to_{subject}_{timestamp}.docx

Tone Options

Professional

Business-appropriate, courteous

Friendly

Warm and approachable

Formal

Official, legal-appropriate

Quick Actions

Hover an email card to reveal quick actions for organizing and responding.

Star

Mark important emails for fast access

Reminder

Set a follow-up reminder date

Draft

Open the inline draft editor

AI Reply

Generate a contextual reply draft

Open

Open the full email viewer

Timeline

Add this email as a timeline event

Delete

Remove from dashboard (click twice to confirm)

Deleting Emails

Hover over an email card
Click the trash icon
Click again within 3 seconds to confirm deletion

Note: Deletion removes the email from the database only. The original .eml or .pdf file is NOT deleted from disk.

Data Storage

Emails are stored in a workspace-specific SQLite database, ensuring complete data isolation between different cases and projects. The database is created automatically when you first import emails.

Keyboard Shortcuts

Action	Shortcut
Open Email Dashboard	`Ctrl+Shift+E`
Bold text (draft editor)	`Ctrl+B`
Italic text (draft editor)	`Ctrl+I`
Underline text (draft editor)	`Ctrl+U`
Execute search	`Enter`
Clear search	`Escape`

Troubleshooting

Emails not importing

→ Ensure the file is a valid .eml or .pdf. For PDFs, text must be embedded (not scanned images).

Search not finding results

→ Try simpler, single-word queries. Check for typos. Ensure the email was successfully imported.

Missing email content

→ For PDF emails, content extraction requires embedded text. If extraction fails, the filename is used as subject.

Draft reply not generating

→ Check that you have an AI model configured in Void settings and have available credits.

Next Steps

Timeline & Deadlines AI Assistant