If your firm enables messaging in Client Collaboration, you can securely exchange messages with your clients and other firm staff members through Client Collaboration.
Messages are sent to staff members based on their client responsible staff positions. Message recipients receive an email notification when a message arrives. To ensure the security of communications, the message text is not included in the email notification. Clicking a link in the email notification opens Client Collaboration so you view the message.
Messages can be accessed from two locations in Client Collaboration:
The Message Center (the upper right corner of the application). This location gives you access to all messages assigned to you, grouped according to when the message was sent. Collapse and expand these groups by clicking a group header. To open a message, click its View message link.
On the Request status pages. Click the icon next to a request to open the message threads for that request. Messages are grouped in threads.
Three message icons are used to indicate the status of messages. Click these icons to view messages.
indicates that there are no unresolved messages.
indicates that there are unresolved messages available to all firm users.
indicates that there are unresolved messages that are assigned to you. The number indicates the number of unresolved messages.
Click a link below to learn more about sending and managing messages in Client Collaboration.
If you contributed the most recent message in an unresolved thread, you can delete that message from the thread. You cannot delete messages added by other users or older messages in the thread using this procedure. You also cannot delete a message from a resolved thread. Deleted messages cannot be recovered.
If you are not already on a Requests page, click , and then select Requests.
Open the status tab where the request is located by doing either of the following:
On the Requests dashboard, click either the status name or status wedge in the Request Status section.
From a different status page, select the status from the Request Status filter at the top of the page.
Do one or both of the following as needed to narrow the list of requests to select from: