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.
