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  • Last edited on: 23 June 2022
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Send and Review Messages

Learn how to send and review messages in Contract Collaboration.

Introduction

You can use messages in Contract Collaboration to speed up communication on a contract by communicating with all relevant parties. Using messages ensures that all of your communications about a contract are saved.

To ensure messages are only seen by the people who they were intended for, people that are not part of your organization can only see messages that were sent directly to them or sent to everybody on a contract after the user was invited to view the contract.

How it works

Send a message

  1. Open your contract from the invitation email.
  2. On the right side of the page, select Messages.
  3. In the window that appears, choose whether you want to send a message to everyone, those in your organization, or specific recipients.
Note

You can send three types of messages: 

  • Everyone: All parties who can view this contract at the time the message is sent can see the message.
  • Your Organization: Everybody in your organization who has been invited to this contract can see the message. 
  • Specific People (+Message): Only the individuals you specify can see the message.

If you want to send a direct message to someone who isn't a collaborator, you first need to invite them to the contract. For more information, see Invite Colleagues and Collaborators to Review a Contract.

  1. Enter your message and select Post.
Note

Messages you send also trigger an email that contains the details of the message and the contract it is related to.

Review sent messages

  1. Open your contract from the invitation email.
  2. On the right side of the page, select Messages.
  3. The tabs on the left of the Messages window show you the messages that have already been sent. Select a message section to view the messages in that section.

    Message window with sample messages.

Reply to messages

  1. Open your contract from the invitation email.
  2. On the right side of the page, select Messages.
  3. The tabs on the left of the Messages window show you the messages that have already been sent. Select the message section to view messages.
  4. While viewing the message you want to reply to, enter your message in the Type to leave a message box and select Post when you're done.