Tracking
The CSIeSafe Tracking feature allows you to track the secure messages that you have sent and monitor whether or not your messages have been picked up. You can also manage any draft messages from this tab.
Tracking Sent Items
Email messages and attachments, excluding financial statements, will be stored in your CSIeSafe Inbox for only 30 days unless they are moved to My Safe. Financial statement messages will remain in the Inbox for at least 90 days, but will then be deleted according to the bank's retention policy if not moved to MySafe.
If an email message hasn't been picked up by the recipient, you can re-send it or you can re-send a notification that it is available to pick up.
To view sent items:
Login to CSIeSafe.
Click on the Tracking tab along the top of your screen. All CSIeSafe messages that have been sent from your account will display under the List section on the left side of your screen.
Each message located under the List section will display the recipient's name, message subject, date and whether the message has been picked up by the recipient.
Read: Indicates the message has been picked up by the recipient.
UNREAD: Indicates the message is waiting to be picked up by the recipient.
Sort the messages in your Sent Items List by clicking Sort By at the top of the List section. Choose a sorting method from the drop down. Messages can be sorted according to:
Date
Recipient
Subject
Read/Unread
To locate a specific sent message, perform a search by clicking on Advanced Search at the top of the List section.
Click on the message in the List. The contents of the message will display under the message section to the right. A message box is displayed at the bottom of the page with the following information:
Sent Time
Message Status
Message was COD (Yes/No)
COD Status (not applicable)
If you want to resend the message:
a. Click on the Resend Message tab at the top of the Message screen. The "Compose" box will display, and your original message will be included, as well as your recipient's email address and the subject of the message.
b. Click Send and the box will close, returning you to your Tracking screen.
If you want to notify your recipient about the message again:
a. Click the Resend Email Notification tab at the top of the Message screen. A "Message from webpage" box will display with the following message:
"An email will be sent to this user to notify them of their message."
b. Click OK. The box will close and you will return to your Tracking screen.
Tracking Drafts
To view, edit or delete a draft email (unsent email message):
Login to CSIeSafe.
Click on the Tracking tab along the top of your screen.
Click on the Drafts tab at the top of the List section. The recipient's name, message subject and date are displayed under the List section for each Draft that you have saved.
Sort the messages in your Drafts List by clicking Sort By at the top of the List section. Choose a sorting method from the drop down. Messages can be sorted according to:
Date
Recipient
Subject
To locate a specific draft, perform a search by clicking on Advanced Search at the top of the List section.
Click on any draft message in the List, and its contents will display under the Message section on the right-hand side of your screen.
Along the top of the Message box, you have the options to Un/Check All, Send Checked, Delete Checked and Edit.
Un/Check All - Places or removes a green check mark in front of each draft under the List section, making it a quick way to "select all" or "deselect all."
NOTE: Each check mark can also be placed one at a time by manually clicking in the box before the draft that you want to select.
Send Checked - Checkmark the drafts you want to send and click on Send Checked. The drafts that you sent will now be removed from your Drafts list and placed in your Sent Items list.
Delete Checked - Checkmark the drafts you want to delete and click on Delete Checked. The drafts that you deleted will now be removed from your Drafts list and stored in the Deleted Drafts tab, where you can still retrieve them.
To Edit and send a draft, select a draft and click Edit to make changes to it. A "Compose" box will display on your screen with your original message inside. Make changes to the draft.
Click on Save as Draft. A "Message from webpage" box will display with the following message: "This will save a copy of the text in this message as a draft. All Attachments will be discarded. Continue?"
Click OK to continue or Cancel if you do not want to save the changes you made to the draft. If you click Cancel, you will need to close the message box by clicking the red "X" in the top right corner of the box. If you click OK, another "Message from webpage" box will display with the following message: "The message was saved. It can be found in the 'Tracking' area under 'My Drafts.'
Click OK. The box will close and you will be returned to your Tracking page.
Click on the Drafts tab to see that both the old and the new draft versions are still present in your list of drafts.
Tracking and Restoring Deleted Drafts
When draft emails are deleted, they can still be restored, completed and sent.
To restore a Deleted Draft:
Login to CSIeSafe.
Click on the Tracking tab along the top of your screen.
Click on the Deleted Drafts tab at the top of the List section. Each Deleted Draft now displayed under the List section will show the recipient's name, message subject and original message date.
Sort the messages in your Deleted Drafts List by clicking Sort By at the top of the List section. Choose a sorting method from the drop down. Messages can be sorted according to:
Date
Recipient
Subject
To locate a specific deleted draft, perform a search by clicking on Advanced Search at the top of the List section.
Click on any deleted draft message in the List, and its contents will display under the Message section to the right of your screen.
Along the top of the Message box, you have the options to Un/Check All and Restore Checked.
Un/Check All - Places or removes a green check mark in front of each deleted draft name under the List section, making it a quick way to "select all" or "deselect all."
NOTE: Each check mark can also be placed one at a time by manually clicking in the box before the deleted draft that you want to select.
Restore Checked - Checkmark the draft(s) you want to restore and click Restore Checked. This allows you to re-save any drafts that you had previously deleted. The deleted drafts that you checked will now be removed from your Deleted Drafts list and placed in your Drafts list.
Advanced Search
To make it easier to find a sent item, draft or deleted draft, you can search on a combination of criteria using Advanced Search:
Login to CSIeSafe.
Click on the Tracking tab along the top of your screen. All CSIeSafe messages that have been sent from your account will display under the List section on the left side of your screen.
Select the Drafts Tab or Deleted Drafts Tab to search either of those lists.
To search for a specific message in your Sent Items, Drafts or Deleted Drafts lists, click on Advanced Search at the top of the List section. A box will display that contains several different criteria for your search. Search by:
Recipient
Subject Contains
Date Range
Status
Advanced Searches can be done using any combination of search criteria or by simply choosing one. Your search is narrowed down with each criteria that you choose.
When you have finished filling in the search criteria that you want to use, click Submit Search at the bottom left of the box. Any messages that match the criteria will display in your List to the left of your screen.
If you would like to erase the information that you have entered in the search criteria text boxes, click Reset. This will clear the text boxes, allowing you to begin the Advanced Search feature again.
To close the box of search criteria, click Close at the bottom right of the box. The box will close, and you will return to your CSIeSafe Tracking screen.