Guide · 245 answers

How YourCA works, step by step.

Where do I see the emails on a job?

  1. Open the job, go to Documents and choose Correspondence. It has two parts: the job's own address at the top, and every email ever sent to the job under it.
  2. There is no separate list of what is waiting. Those emails are in this list, with the press on the row.
  3. Each row is one line: the subject, who the message claims came from, the day it reached YourCA, what came with it, and where it was filed, if anywhere. So you can read down the list without scrolling through it.
  4. Press any row, and it opens in place. It shows the message, who it claims to be from in words, who else was on it, its attachments, and where it went. Press it again to close it.
  5. Who else was on it shows the To and Cc lines as they read. A year later, you cannot answer that question any other way. Was the builder's contracts administrator copied on the direction? Did the certifier see the defect list?
  6. The job's own address never shows there, even though it is in the Cc line. That address is the one thing that lets somebody write onto your job, so it must not travel with a record you give to anybody.
  7. A forward often has neither line. Then the row says nothing, and does not show an empty label.
  8. The opened row shows what the sender wrote, without their signature, their logo or the earlier emails quoted under it.
  9. On a forward whose only words of its own are a sign-off, it shows the words of the forwarded email.
  10. If there is more, a press opens the whole email as it was sent, with the sender's own line breaks.
  11. On a forward, what the sender wrote is on top. The quoted history under it is folded behind a second press. The covering note on a walk list is four lines, and the history is forty.
  12. YourCA trims nothing and summarises nothing. The press gives you the full history, exactly as it was sent.
  13. Two kinds of email cannot show in full, and each says which it is. One longer than 128,000 characters stops there and says so.
  14. One sent as a web page, not as text, says that in place of the message, with no press to open it. YourCA does not render a page somebody else sent, so there would be nothing behind the press.
  15. A back and forth is one row that says how many emails are in it. Open it, and every message in the exchange is listed oldest first, so it reads in the order of the conversation. Each one opens the same way as a single email.
  16. Search the record for a subject, a sender, the start of a message or where something was filed. Search does not read inside the attachments.
  17. Filter it with Waiting on you, From someone new, Dealt with and Everything. They are views of the one list, not separate places. Nothing is ever in one of them instead of here.
  18. Anything nobody pressed on yet has the chip Waiting on you on its own line. You can see what needs you without opening anything.
  19. Open it. It shows what YourCA thinks the email is, the words it read, and the steps in order. Open the tab where it belongs. Record it there. Then press File for record and name what you recorded.
  20. If you leave that box empty, it is filed as feeding no register. That is a real answer, not a missing one.
  21. There are two answers, and only one says the work is done.
  22. File for record is for after you dealt with the email. It asks which record it fed. Leave the box empty for an email that belongs on no register.
  23. Add to my list is for the rest, which most mornings is most of them. It puts the task on Your action items, with this job on it. That list is under Action items in the menu down the left. On a phone, it is in the account menu.
  24. Before the item goes on the list, YourCA shows you what it says. It starts from the email's own subject, so you recognise it. You can set a due date or leave it empty.
  25. The email stays where it is, still waiting on somebody. Nothing is recorded on the job, and nothing goes back to the sender.
  26. You can change your answer later. Open an email that somebody already dealt with. You can do one of two things.
  27. You can change which record it fed. Do this when the variation number was typed wrong, or when it fed no register after all. Use the same empty box as the first press.
  28. Or you can put it back on the list of what is waiting, when the wrong row was filed.
  29. Neither one removes anything. The email, its attachments, who it claims to be from and the day it reached YourCA stay exactly as they are. The row shows the day somebody last answered for it.
  30. Attachments open from inside the row. YourCA stores them on your account, not in the email, so they are there long after the phone that sent them is gone.
Worth knowing

The sender on a row is what the message says about itself. That is why the heading says claimed sender. Anyone can type anything into that field, so treat it as a name on an envelope. The date is ours: the day the message reached YourCA. It is never a date from the email or its attachments, because those dates are the sender's own, and you might need to dispute them one day. YourCA does not record whether an email was a CC or was sent straight to the address, so the record does not claim either.