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.
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.)
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.