How to send a new message?

Modified on Thu, 13 Apr, 2023 at 10:09 AM

The application allows you to send new messages to one or more recipients.


There are 3 types of messages:

  • the non-confidential message related to a company: 
    • practitioners who have the company as favorite can read and reply to this message
    • clients with the company as favorite can read and reply to this message only if at least one client with the the company as favorite has been set as a recipient
  • the confidential message related to a company:
    • practitioners who have the company as favorite can read and reply to this message
    • only clients with the company as favorite who have been set as recipients can read and reply to this message
  • private message:
    • only users set as recipients can read and reply to this message


Write a non-confidential message related to a company

To send a non-confidential message related to a company:

  • Click the "+ Create" button at the top right
  • Click on the "Company" card (selected by default)
  • Select the company
  • Select the recipient(s) of the message
  • Add the subject
  • it is possible to format the message using the toolbox
  • Add one or more attachments if necessary (max size: 100MB)
  • Click on "Send" or "Ctrl+Return" / "Cmd+Return" to confirm sending


Once sent, the thread is automatically created and allows you to follow the replies.



Write a confidential message related to a company

To send a non-confidential message related to a company:

  • Click the "+ Create" button at the top right
  • Click on the "Confidential" card 
  • Select the company
  • Select the recipient(s) of the message
  • Add the subject
  • it is possible to format the message using the toolbox
  • Add one or more attachments if necessary (max size: 100MB)
  • Click on "Send" to confirm sending


Once sent, the thread is automatically created and allows you to follow the replies.



Write a personal message

To send a non-confidential message related to a company:

  • Click the "+ Create" button at the top right
  • Click on the "Personal" card
  • Select the recipient(s) of the message
  • Add the subject
  • it is possible to format the message using the toolbox
  • Add one or more attachments if necessary (max size: 100MB)
  • Click on "Send" to confirm sending


Once sent, the thread is automatically created and allows you to follow the replies.






 





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