Email List View

Email List View Overview

The Email List View in the SmartVendor Mailbox displays all AP invoice–related messages for the currently selected folder, label, or filter set. It provides a concise, tabular view of each email so AP teams can quickly scan, prioritize, and take action on invoice communications at scale.

This view surfaces sender details, subject/preview, status, labels, attachments, and timing at a glance.


How to Use the Email List View

  1. Open the Mailbox tab in SmartVendor.

  2. Select a folder or label (for example, Inbox, Archived, NeedsHumanAttention) from the left navigation to define the message set.

  3. Review the Email List View in the center pane; each row represents a single message or conversation.

  4. Click any row to open the full Message Details Panel on the right.

  5. Use the checkboxes to select one or more messages for bulk actions (for example, Mark as Read, Move to Archive, Delete Forever).

Figure 1. Mailbox Email List View

Table 1. Email List View Fields

Element / ColumnDescription
Selection CheckboxCheckbox used to select one or more messages for bulk actions.
Status / LabelsShows key workflow indicators such as SmartBot processing state and task status (e.g., OPEN, DONE, ENABLED) along with any labels (e.g., InvoiceSubmission, NeedsHumanAttention, InvoiceAlreadyRecorded).
SenderDisplays the sender’s name or email address (e.g., vendor contact or internal user).
Subject & PreviewShows the email subject and the beginning of the message body to give quick context without opening the email.
Attachments IconIndicates that the message includes one or more attachments (such as invoice PDFs, remittance files, spreadsheets).
Date/TimeShows when the message was received or sent, helping users prioritize by recency.
Labels ColumnLists workflow or custom labels applied to the message to support sorting, filtering, and visual triage.

Using the Email List View together with Search, Filters, and Labels allows AP teams to focus on new invoice submissions, exceptions needing attention, duplicates already recorded, and any items still open or unassigned.


Bulk Actions in the Email List View

Bulk actions let you efficiently manage multiple AP invoice messages at once, reducing manual effort for common cleanup and triage operations.

To perform bulk actions:

  1. In the Email List View, select one or more messages using the selection checkboxes.

  2. In the bulk actions toolbar above the list, choose the desired action (for example, Mark as Read, Move to Archive).

  3. Confirm your selection if prompted. The action is applied to all selected messages.

Table 2. Available Bulk Actions

Action

Description

Delete Forever

Permanently deletes the selected messages from the Mailbox.

Mark as Read

Marks all selected messages as Read, helping clear unread counts and indicate processed items.

Mark as Unread

Marks all selected messages as Unread, useful for re‑flagging items that need attention.

Move to Archive

Moves selected messages to the Archived folder to remove them from active working queues.

Additional bulk actions may be available depending on your organization’s configuration or future SmartVendor enhancements.