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How to use the Messaging system
Updated over a month ago

The secure messaging system allows you to communicate easily with recipients. Using this feature, you can send external messages to the stakeholders regarding the ongoing process.

💡 A message is always attached to an online record.

Sending a message to a client or contact (External communication)

  • Go to a client application page

  • In the Sidebar, click on Message Inbox then click on the New message button

💡 The first field is your distribution list. All people listed there will receive a notification and may be able to view the message.

On the admin side, messages are visible to all employees with access to the file (depending on their permissions.)

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Sending a message to another user (Internal communication)

To communicate internally with a colleague (also using Clustdoc), you can use the Notes feature.

It allows you to leave notes on the file and mention colleagues directly from a dedicated section.

Editing or deleting a sent message

To update or delete any of your messages, mouse over your message, and click on one of the icons below the specific message you’ve sent.

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