- tutorials
Conversations in documents and dossiers
Engracia Villar
- April 21, 2020
- 12:25 pm
- 818
- No Comments
Advantages of document conversations
If you want to talk or discuss about the content of a document or dossier, the best option is to do it on the document or dossier, not in a separate email. In this way you keep all the history of what happened with the documents and dossier and you can consult it from the same place.
At Gladtolink we have incorporated conversations where they are necessary, with the aim of not losing control of what happened.
How to create a conversation?
To create a conversation you must enter a document or dossier. On “Conversations” section click on this icon:
A window will be displayed where you can write a name for your conversation.
You can choose with which users you want to have the conversation. This configuration can be changed later by its creator, by clicking on the icons:
Keep in mind that users can delete their messages within 15 minutes after being sent. To find out if you have a new message in a conversation, you can go to the “Notifications” section on the left side menu.
