path: root/doc/C/usage-mail-org.sgml

<chapter id="usage-mail-organize">
    <title>Organizing and Managing your Email</title>
    <para>
      Even if you only get a few email messages a day, you probably
      want to sort and organize them.  When you get a hundred a day
      and you want to refer to a message you received six weeks ago,
      you <emphasis>need</emphasis> to sort and organize them.
      Fortunately, <application>Evolution</application> has the tools
      to help you do it.
    </para>

    <sect1 id="usage-mail-organize-columns">
      <title>Sorting Mail with Column Headers</title>
      <para>
         By default, the message list has columns with the following
         headings: an envelope icon indicating whether you have read
         or replied to a message, an exclamation point indicating priority, and the
         <guilabel>From</guilabel>, <guilabel>Subject</guilabel>, and
         <guilabel>Date</guilabel> fields. You can change their order
         and remove them by dragging and dropping them.  

      To add columns to sort by:
      <orderedlist numeration="arabic">
    <listitem>
      <para>
        Right click on the bar
      </para>
    </listitem>
    <listitem>
      <para>
        Click <guimenuitem>Add a Column</guimenuitem>
      </para>
    </listitem>
    <listitem>
      <para>
        Click and drag a column you want into the toolbar.  A red arrow will
        show you where the column will be placed.
      </para>
    </listitem>
      </orderedlist>
      </para>
      <para>
    Right-click on one of the column headers to get a list of
    options:
    <variablelist>
      
    <varlistentry>
      <term><guimenuitem>Sort Ascending</guimenuitem></term>
      <listitem><para>
          Sorts the messages top to bottom.
        </para></listitem>
    </varlistentry>
      
      <varlistentry>
        <term><guimenuitem>Sort Descending</guimenuitem></term>
        <listitem><para>
        Sorts the messages bottom to top.
          </para></listitem>
      </varlistentry>
      
      <varlistentry>
        <term><guimenuitem>Group By this Field</guimenuitem></term>
        <listitem><para>
        Groups messages instead of sorting them. (FIXME: Explain further) 
          </para></listitem>
      </varlistentry>
      
      <varlistentry>
        <term><guimenuitem>Remove this
        Column</guimenuitem></term> <listitem><para> Remove
        this column from the display. You can also remove
        columns by dragging the header off the list and
        letting it drop.  </para></listitem>
      </varlistentry>
      
      <varlistentry>
        <term><guimenuitem>Field
        Chooser</guimenuitem></term> <listitem><para> A list
        of column headers; just drag and drop them into
        place between two existing headers. A red arrow will
        appear to show you where you're about to put the
        column.  </para></listitem>
      </varlistentry>
    </variablelist>
      </para>
    </sect1>

    <sect1 id="usage-mail-organize-folders">
      <title>Getting Organized with Folders</title>
      <para>
    <application>Evolution</application> keeps mail, as well as
    address cards and calendars, in folders.  You start out with a
    few, like <guilabel>Inbox</guilabel>,
    <guilabel>Outbox</guilabel>, and <guilabel>Drafts</guilabel>,
    but you can create as many as you like.  Create new folders by
    selecting <guisubmenu>New</guisubmenu> and then
    <guimenuitem>Folder</guimenuitem> from the
    <guimenu>File</guimenu> menu.
    <application>Evolution</application> will as you for the name
    and the type of the folder, and will provide you with a folder
    tree so you can pick where it goes.
      </para>
      <para>
        When you click <guibutton>OK</guibutton>, your new folder will
    appear in the <interface>folder view</interface>.  You can
    then put messages in it by dragging and dropping them, or by
    using the <guibutton>Move</guibutton> button in the
    toolbar. If you want to move several messages at once, click
    on the ones you want to move while holding down the
    <keycap>CTRL</keycap> key, or use <keycap>Shift</keycap> to
    select a range of messages.  If you create a filter with the
    <interface>filter assistant</interface>, you can have mail
    moved to your folder automatically.
      </para>
  </sect1>    

  <sect1 id="usage-mail-organize-search">
      <title>Searching for Messages</title>
      <para>
    Most mail clients can search through your messages for you,
    but <application>Evolution</application> does it faster. You
    can search through just the message subjects, just the message
    body, or both body and subject.
      </para>
      <para>
    To start searching, enter a word or phrase in the text area
    right below the toolbar, and choose a search type:
    <variablelist>
      <varlistentry>
        <term><guilabel>Body or subject contains</guilabel></term>
      <listitem>
          <para>
            This will search message subjects and the messages
            themselves for the word or phrase you've entered in
            the search field.
          </para>
        </listitem>
      </varlistentry>
      <varlistentry>
        <term> <guilabel>Body contains</guilabel> </term>
        <listitem>
          <para>
            This will search only in message text, not the subject
            lines.
          </para>
        </listitem>
      </varlistentry>
      <varlistentry>
        <term><guilabel>Subject contains</guilabel></term>
        <listitem>
          <para>
            This will show you messages where the search text is
            in the subject line.  It will not search in the
            message body.
          </para>
        </listitem>
      </varlistentry>
      <varlistentry>
        <term><guilabel>Body does not contain</guilabel></term>
        <listitem>
          <para>
            This finds every email message that does not have the
            search text in the message body.  It will still show
            messages that have the search text in the subject
            line, if it is not also in the body.
          </para>
        </listitem>
      </varlistentry>
      <varlistentry>
        <term><guilabel>Subject does not contain</guilabel></term>
        <listitem>
          <para>
            This finds every mail whose subject does not contain
            the search text.
          </para>
        </listitem>
      </varlistentry>
    </variablelist>

        When you've entered your search phrase, press
        <keycap>Enter</keycap>.  <application>Evolution</application>
        will show your search results in the message list.
      </para>

      <para>
         If you think you'll want to return to a search again, you can
         save it as a virtual folder by selecting <guilabel>Store
         Search as Virtual Folder</guilabel>.
      </para>

      <para>
         When you're done with the search, go back to seeing all your
         messages by choosing <guimenuitem>Show All</guimenuitem> from
         the <guilabel>Search</guilabel> drop-down box. If you're
         sneaky, just enter a blank search: since every message has at
         least one space in it, you'll see every message in the
         folder.
      </para>

      <para>
        If you'd like to perform a more complex search, open the
        advanced search dialog by selecting
        <guilabel>Advanced...</guilabel> from the
        <guilabel>Search</guilabel> drop-down menu.  Then, create your
        search criteria (each with the same options you saw in the
        regular search bar), and decide whether you want to find
        messages that match all of them, or messages that match even
        one. Then, click <guibutton>Search</guibutton> to go and find
        those messages.
     </para>

     <para>
        You'll see a similar approach to sorting messages when you
        create filters and virtual folders in the next few sections.
     </para>

    </sect1>

    <sect1 id="usage-mail-organize-filters">
      <title>Create Rules to Automatically Organize Mail</title>
      <para>
    Filters work very much like the mail room in a large company.
    Their purpose is to bundle, sort, and distribute mail to the
    various folders.  
        In addition, you can have multiple filters performing multiple
        actions that may effect the same message in several ways.  For
        example, your filters could put copies of one message into
        multiple folders, or keep a copy and send one to another
        person as well, and it can do that in under a second. Which is
        to say, it's faster and more flexible than an actual person
        with a pile of envelopes.
      </para>

    <sect2 id="usage-mail-org-filters-new">
      <title>Making New Filters</title>
      <para>
    To create a new filter:
    <orderedlist numeration="arabic">
      <listitem>
        <para>
          Click 
          <menuchoice>
        <guimenu>Tools</guimenu>
        <guimenuitem>Filters</guimenuitem>
          </menuchoice>
        </para>
      </listitem>
      <listitem>
        <para>
          Press the <guibutton>Add</guibutton> button.
        </para>
      </listitem>
      <listitem>
        <para>
          Name your filter in the <guilabel>Rule name</guilabel> field.
          For each filter criterion, you must first select 
          which of the following parts of the message you want the filter to 
          examine:
          
          <itemizedlist>
        <listitem><para>
            Sender - The sender's address.
          </para></listitem>
        
        
        <listitem><para>
            Recipients - The recipients of the message.
          </para></listitem>
      
        <listitem><para>
            Subject - The subject line of the message.
          </para></listitem>
        
        <listitem><para>
            Specific Header - The filter can look at any header you
            want, even obscure or custom ones. Enter the header name
            in the first text box, and put your search text in the
            second one.
          </para></listitem>
        
        <listitem><para>
            Message Body - Search in the actual text of the message.
          </para></listitem>
        
        <listitem>
          <para>
            Expression - For programmers only: match a message according to an
            expression you write in the Scheme language, used to
            define filters in Evolution.
          </para>
        </listitem>
        
        <listitem><para> Date sent - Filter messages according to the date on
            which they were sent: First, choose the conditions you
            want a message to meet &mdash; <guilabel>before</guilabel>
            a given time, <guilabel>after</guilabel> it, and so forth.
            Then, choose the time. The filter will compare the
            message's time-stamp to the system clock when the filter
            is run, or to a specific time and date you choose from a
            calendar.  You can even have it look for messages within a
            range of time relative to the filter &mdash perhaps you're
            looking for messages less than two days old.
          </para></listitem>
        
        <listitem><para>
            Date Recieved - This works the same way as the <guilabel>Date Sent</guilabel> 
            option, except that it compares the time you got the message 
            with the dates you specify.
          </para></listitem>
        
        <listitem><para>
            Score - Emails have a standard priority range from -3 (least
            important) to 3 (most important). You can have filters set the
            priority of messages you recieve, and then have other filters 
            applied only to those messages which have a certain priority.
          </para></listitem>
        
        <listitem>
          <para>
            Size (kb) - Sorts based on the size of the message in kilobytes.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Status - Filters according to the status of a message, such as
            'New'.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Attachments - Create a filter whether or not you have an
            attachment in the email.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Mailing List - Filter based on the mailing list it came from.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Regex Match - If you know your way around a <glossterm
                                       linkend="regular-expression">regex</glossterm>, or
            regular expression, put your knowledge to use here.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Source Account - Filter messages according the server you got them from.
            You can enter a URL or choose one from the drop-down
            list.  This ability is only relevant if you use more
            than one mail source.
          </para>
        </listitem>
          </itemizedlist>
        </para>
      </listitem>
      <listitem>
        <para>
          Select the criterion for the condition.
    </para>
      </listitem>
      <listitem>
        <para>
          If you want multiple criterion for this filter, press <guibutton>Add
        criterion</guibutton> and repeat the previous step.
        </para>
      </listitem>
      <listitem>
        <para>
      Select the actions for the filter in the <guilabel>Then</guilabel>
          section.  You can select any of the following options.
          <itemizedlist>
        <listitem><para>
            Move to Folder - If you select this item, <application>Evolution</application>
            will put the messages into a folder you specify.  Click the 
            <guibutton>&lt;click here to select a folder&gt;</guibutton> button
            to select a folder. 
          </para></listitem>

        <listitem><para>
            Copy to Folder - If you select this item, <application>Evolution</application>
            will put the messages into a folder you specify.  Click the 
            <guibutton>&lt;click here to select a folder&gt;</guibutton> button
            to select a folder. 
          </para></listitem>
        
        <listitem><para>
            Forward to Address - Select this, enter an address, and the addressee will
            get a copy of the message.
          </para></listitem>

        <listitem><para>
            Delete - Marks the message for deletion.  You can still get the message
            back, at least until you <guimenuitem>Expunge</guimenuitem> your
            mail yourself.
          </para></listitem>
        
        <listitem><para>
            Stop Processing - Select this if you want to tell all other filters to ignore 
            this message, because whatever you've done with it so far
            is plenty.
          </para></listitem>
        
        <listitem><para>
            Assign Color - Select this item, and <application>Evolution</application>
            will mark the message with whatever color you please.
          </para></listitem>
        
        <listitem><para> 
            Assign Score - If you know that all mail with
            "important" somewhere in the message body line is
            important, you can give it a high priority score. In a subsequent filter you can 
            then arrange your messages by their priority score.
          </para></listitem>
          </itemizedlist>
        </para>
      </listitem>
      <listitem>
        <para>
          Set Status - If you want to add multiple actions for this filter, press
          <guibutton>Add filter</guibutton> and repeat the previous step.
        </para>
      </listitem>
      <listitem>
        <para>
          Press <guibutton>OK</guibutton>.
        </para>
      </listitem>
    </orderedlist>
      </para>
    </sect2>
    
    <sect2 id="filters-edit">
      <title>Editing Filters</title>
      <para>
    To edit a filter:
    <orderedlist numeration="arabic">
      <listitem>
        <para>
          Select
          <menuchoice>
        <guimenu>Tools</guimenu>
        <guimenu>Filters</guimenu>
          </menuchoice>
        </para>
      </listitem>
      <listitem>
        <para>
          Select the filter in the <guilabel>Filter Rules</guilabel> section
          and press <guibutton>Edit</guibutton>.
        </para>
      </listitem>
      <listitem>
        <para>
          Change the desired settings.
        </para>
      </listitem>
      <listitem>
        <para>
          Press <guibutton>OK</guibutton>.
        </para>
      </listitem>
      <listitem>
        <para>
          Press <guibutton>OK</guibutton>.
        </para>
      </listitem>
    </orderedlist>
      </para>
    </sect2>
    
    <sect2 id="filters-deleting">
      <title>Deleting Filters</title>
      <para>
    To delete a filter:
    <orderedlist numeration="arabic">
      <listitem>
        <para>
          Select
          <menuchoice>
        <guimenu>Tools</guimenu>
        <guimenu>Filters</guimenu>
        </menuchoice>
        </para>
      </listitem>
      <listitem>
        <para>
          Select the filter and press <guibutton>Delete</guibutton>.
        </para>
      </listitem>
    </orderedlist>
      </para>
      <para>
    <note>
      <title>Notable Filter Features</title>
      <para>
        <itemizedlist>
          <listitem><para>
          Incoming email that your filters don't move goes into the Inbox; 
          outgoing mail that they don't move ends up in the Sent folder.
        </para>
          </listitem>
        </itemizedlist>
      </para>
    </note>
      </para>
    </sect2>
  </sect1>
    
    <sect1 id="usage-mail-organize-vFolders">
      <title>Getting Really Organized with Virtual Folders</title>
      <para>
    If filters aren't flexible enough for you, or you find
    yourself performing the same search again and again, consider
    a virtual folder. Virtual folders, or vFolders, are an
    advanced way of viewing your email messages within
    <application>Evolution</application>.  If you get a lot of
    mail or often forget where you put messages, virtual folders can help
    you stay on top of things.
      </para>
      <para>
    A virtual folder is really a hybrid of all the other organizational
    tools: it looks like a folder, it acts like a search, and you
    set it up like a filter.  In other words, while a conventional
    folder actually contains messages, a virtual folder is a view of
    messages that may be in several different folders.  The
    messages it contains are determined on the fly using a set of
    criteria you choose in advance.
      </para>

      <para>
    As messages that meet the virtual folder criteria arrive or are
    deleted, <application>Evolution</application> will
    automatically place them in and remove them from the
    virtual folder contents list.  When you delete a message, it gets
    erased from the folder in which it actually exists, as well as
    any virtual folders which display it.
      </para>

      <para>
    Imagine a business trying to keep track of mail from hundreds
    of vendors and clients, or a university with overlapping and
    changing groups of faculty, staff, administrators and
    students.  The more mail you need to organize, the less you
    can afford the sort of confusion that stems from an
    organizational system that's not flexible enough.  Virtual folders
    make for better organization because they can accept
    overlapping groups in a way that regular folders and filing
    systems can't.
      </para>

      <example id="usage-mail-organize-vFolders-ex">
    <title>Using Folders, Searches, and Virtual Folders</title>
    <para>
       To organize my mail box, I set up a virtual folder for
       emails from my friend and co-worker Anna.  I have another
       one for messages that have "ximian.com" in the address and
       "Evolution" in the subject line, so I can keep a record of
       what people from work send me about
       <application>Evolution</application>.  If Anna sends me a
       message about anything other than Evolution, it only shows
       up in the "Anna" folder. When Anna sends me mail about the
       user interface for <application>Evolution</application>, I
       can see that message both in the "Anna" virtual folder and
       in the "Internal Evolution Discussion" virtual folder.
    </para>
      </example>

    <!--  (INSERT SCREENSHOT HERE: virtual folders in action) -->

    <sect2 id="vfolder-create">
      <title>Creating Virtual Folders</title>
      <para>
    To create a virtual folder:
    <orderedlist numeration="arabic">
      <listitem>
        <para>
        <menuchoice>
          <guimenu>Tools</guimenu>
          <guimenuitem>Virtual Folder Editor</guimenuitem>
        </menuchoice>
        </para>
      </listitem>
      <listitem>
        <para>
          Click <guibutton>Add</guibutton>
        </para>
      </listitem>
      <listitem>
        <para>
          Name your filter in the <guilabel>Rule name</guilabel> field.
          For each filter criterion, you must first select 
          which of the following parts of the message you want the filter to 
          examine:
          <itemizedlist>
        <listitem><para>
            Sender - The sender's address.
          </para></listitem>
        
        
        <listitem><para>
            Recipients - The recipients of the message.
          </para></listitem>
      
        <listitem><para>
            Subject - The subject line of the message.
          </para></listitem>
        
        <listitem><para>
            Specific Header - The filter can look at any header you
            want, even obscure or custom ones. Enter the header name
            in the first text box, and put your search text in the
            second one.
          </para></listitem>
        
        <listitem><para>
            Message Body - Search in the actual text of the message.
          </para></listitem>
        
        <listitem>
          <para>
            Expression - For programmers only: match a message according to an
            expression you write in the Scheme language, used to
            define filters in Evolution.
          </para>
        </listitem>
        
        <listitem><para> Date sent - Filter messages according to the date on
            which they were sent: First, choose the conditions you
            want a message to meet &mdash; <guilabel>before</guilabel>
            a given time, <guilabel>after</guilabel> it, and so forth.
            Then, choose the time. The filter will compare the
            message's time-stamp to the system clock when the filter
            is run, or to a specific time and date you choose from a
            calendar.  You can even have it look for messages within a
            range of time relative to the filter &mdash perhaps you're
            looking for messages less than two days old.
          </para></listitem>
        
        <listitem><para>
            Date Recieved - This works the same way as the <guilabel>Date Sent</guilabel> 
            option, except that it compares the time you got the message 
            with the dates you specify.
          </para></listitem>
        
        <listitem><para>
            Score - Emails have a standard priority range from -3 (least
            important) to 3 (most important). You can have filters set the
            priority of messages you recieve, and then have other filters 
            applied only to those messages which have a certain priority.
          </para></listitem>
        
        <listitem>
          <para>
            Size (kb) - Sorts based on the size of the message in kilobytes.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Status - Filters according to the status of a message, such as
            'New'.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Attachments - Create a filter whether or not you have an
            attachment in the email.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Mailing List - Filter based on the mailing list it came from.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Regex Match - If you know your way around a <glossterm
                                       linkend="regular-expression">regex</glossterm>, or
            regular expression, put your knowledge to use here.
          </para>
        </listitem>
        
        <listitem>
          <para>
            Source Account - Filter messages according the server you got them from.
            You can enter a URL or choose one from the drop-down
            list.  This ability is only relevant if you use more
            than one mail source.
          </para>
        </listitem>
          </itemizedlist>

        </para>
      </listitem>
      <listitem>
        <para>
          Select the criterion for the condition.
        </para>
      </listitem>
      <listitem>
        <para>
          Select the folder sources.  You can select:
          <itemizedlist>
        <listitem>
          <para>
            specific folders only
            <note>
              <para>
            If you select specific folders only, you need to specify the
            source folders in the box below.
              </para>
            </note>
          </para>
        </listitem>
        <listitem>
          <para>
            all local folders
          </para>
        </listitem>
        <listitem>
          <para>
            with all active remote folders
          </para>
        </listitem>
        <listitem>
          <para>
            with all local and active folders
          </para>
        </listitem>
          </itemizedlist>
     
        </para>
      </listitem>
      <listitem>
    <para>
          If you want multiple criterion for this filter, press <guibutton>Add
        criterion</guibutton> and repeat the previous step.
        </para>
      </listitem>
    </orderedlist>

      <figure id="usage-mail-vfolder-fig-createrule">
    <title>Selecting a vFolder Rule</title>
    <screenshot>
      <screeninfo>Creating a vFolder Rule</screeninfo>
      <graphic fileref="fig/vfolder-createrule-fig" format="png" srccredit="Aaron Weber">
      </graphic>
    </screenshot>
      </figure>
      </para>
    </sect2>
    <sect2 id="usage-mail-vfolder-unmatched">
      <title>Unmatched vFolder</title>
      <para>
    Obveously, not all messages will fit into all your vFolders.  That is
    what the UNMATCHED vFolder is for.  The UNMATCHED vFolder is a vFolder
    for any mail that doesn't get matched by other rules.
      </para>
    </sect2>
  </sect1>
  <!--
    <sect1 id="usage-mail-subscriptions">
      <title>Subscription Management</title>
      <para>
         <application>Evolution</application> lets you handle your
         IMAP and newsgroup subscriptions with the same tool: the
         subscriptions manager.  To start using it, choose
         <menuchoice> <guimenu>Settings</guimenu> <guimenuitem>Manage
         Subscriptions</guimenuitem> </menuchoice>.
      </para>
      <para>
         If you have configured any IMAP (mail) or NNTP (news)
         servers, you will see them listed in the left half of the
         subscription management window.  Click on a server to select
         it, and you will see the folders or newsgroups available to
         you.  You can then select individual folders and subscribe to
         them, or remove yourself from the subscription list.
      </para>
      <para>
        Once you have subscribed to a folder or newsgroup, your system
        will check for new messages whenever you press the
        <guibutton>Get Mail</guibutton> button.
    </para>
  </sect1>
-->
</chapter>