Overview
When you click any message in the Email List View, the Message Details Panel opens. This panel provides a complete view of the selected AP invoice message—its content, attachments, metadata, and all available workflow actions—so you can review, process, and respond from a single screen.
Message Details Panel Layout
The Message Details Panel is typically divided into these key areas:
Table 1. Message Details View – Areas & Descriptions
| Area / Section | Description |
|---|---|
| Navigation & Header | Back and next/previous controls, detected intent, and applied labels. |
| Message Summary | Sender, recipients, subject, timestamp, and read/unread status control. |
| Message Body & Attachments | Full email content and a list of all attached files. |
| Documents Created / Not Created | Status of documents generated from attachments and options to create new ones. |
| Message Metadata & Classification | System metadata such as direction, processing state, intent, and record match. |
| Action Buttons | Controls to reply, forward, label, archive, create documents, and more. |
Figure 1. Message Details Panel
Navigation and Header
At the top of the panel:
Back Arrow (←): Returns you to the Email List View (for the current folder/label/filter).
Previous / Next (＜ / ＞): Moves to the previous or next message in the current list without returning to the main view.
Header Info: Shows the detected message intent (for example, “Invoice Submission”) and any applied labels (for example,
HereIs-NewVendorInvoice,NeedsHumanAttention).
Message Summary
The summary area displays key envelope information:
Table 2. Message Summary Fields
| Field | Description |
|---|---|
| Sender Details | Name, email address, and (if available) organization, often with avatar or initials. |
| Recipients | All To and Cc addresses included on the message. |
| Subject | Full email subject line, displayed prominently. |
| Timestamp | Exact date and time when the message was received or sent. |
| Mark Read/Unread | Button or toggle to change the read status; useful for signaling ownership and progress. |
Using the Mark Read/Unread control helps AP team members coordinate work and avoid multiple people processing the same message.
Message Body and Attachments
The main content area shows:
Full Message Body: Complete email content with original formatting, including all comments, clarifications, and invoice‑related instructions.
Attachments List: Icons and file names for each attached document (for example, invoice PDFs, remittance files, images, spreadsheets).
You can click any attachment name to view or download the file for further review, coding, or audit.
Documents Created / Not Created
This section summarizes how attachments have been processed within SmartVendor:
-
Documents Created:
Lists attachments that have already been converted into SmartVendor documents (for example, invoices).
Typically shows columns such as Attachment Name and # of Documents Created.
Clicking the document count navigates directly to the corresponding document detail page.
-
Documents Not Created:
Lists attachments that have not yet been converted into SmartVendor documents.
Provides a Create a Document option to initiate document creation from the selected file.
This view makes it easy to see which invoices or remittance files have been processed and which still need action.
Message Metadata and Classification
A dedicated metadata panel (usually on the right) shows system and workflow attributes for audit and troubleshooting:
Table 3. Message Metadata Fields
| Field | Description / Example |
|---|---|
| Message ID | Unique system identifier for tracking and audit. |
| Direction | Whether the message is Inbound (received) or Outbound (sent). |
| Sender Type | Classification such as User, Vendor, Internal, Unknown, etc. |
| Processing State | Workflow state for the related task (e.g., Done, In Progress, Stalled). |
| Intent Match | Detected message type (e.g., Invoice Submission, Payment Status Request). |
| Attachments Table | File name, file type (e.g., PDF), and document classification (e.g., Invoice). |
| Record Match | Linked vendor or account record, when available. |
This information is especially useful for audits, compliance reviews, and AI Agent troubleshooting.
Available Actions on Message Details
From the Message Details Panel, you can act on the message without leaving the screen:
Table 4. Message Actions
| Action | Description |
|---|---|
| Reply | Compose and send a response directly to the sender (and optionally other recipients); commonly used to send payment status, remittance advice, PO status updates, or clarifications. |
| Forward | Forward the message and its attachments to other internal or external recipients (for example, another AP team, procurement, or a business owner). |
| Print to PDF | Export or print the message (and sometimes attachments) to PDF for offline review, evidence, or audit records. |
Using these controls, AP users can review content, verify attachments, trigger document creation, apply workflow labels, and close out work—all from a single consolidated view.