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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