Summary:

Any user on any partner, client, or customer support account will have their own email address for the internal messaging system on the application. Users can send messages to any other user who has a messaging email address. Users can also send regular emails via this system if a non-messaging email address is listed as the recipient address.

Any messages sent or received will be listed on the ‘Messages’ section of the account that the user is connected to. Each user can edit their own messaging email address to have a custom address. User’s can also use this system to upload documents into the ‘Document Vault.’

More information on this can be found under the Document Messaging section on this ReadMe document.

Usage:

On the ‘Messages’ section of an account the user’s sent and received messages will be displayed. Each message will be designated by who sent the message and who the recipient is, as well as if the message was incoming or outgoing. In addition, it will tell the user the 'Status,' whether it's read or unread.

Each individual message can be viewed by clicking on the ‘View’ button next to the message. On the top of the ‘Messages’ section, there will be the user’s messaging email address. If clicked, the user will be brought to their account settings where a custom messaging email address can be created.

To send a new message a user can click on ‘New Message’ where a form will be displayed and the user can choose a recipient from the drop-down list of all users on the account the user who is sending the message is connected to.

If the user is sending a message to a user who is not associated with their current account the user’s first name, last name, and email address (either internal messaging email address or a regular/external email address) can be entered.