Chat function

Effective team communication is essential for document collaboration. This guide explains how to use Zudello's document chat to communicate with your team members directly within documents.

Best practices

• Mention specific team members to ensure they receive notifications
• Keep document-related discussions within the document chat
• Use file attachments to provide additional context
• Write clear, concise messages
• Write additional messages for updates, rather than editing or deleting old messages

Accessing document chat

1. Open the document you want to discuss.
2. Click the chat icon at the top right of the modal.

Chat functions

Writing a message

1. Write your message in the box at the bottom of the tab.
2. Click Send.

Mentioning team members

When you mention someone, they receive an email notification with a direct link to the document, provided they have the appropriate notification preferences turned on.

To notify specific team members:

1. Click @ in the chat.
2. Select the user's name from the drop-down menu.
   • Search by first or last name to find team members quickly.
3. Write your message.
4. Click Send.

If a user does not have notifications for chat mentions enabled, they will not receive an email. Be sure to monitor any sent chat messages to ensure you receive a reply.

Attaching files

You can attach supporting files in your chat messages:

1. Click the attach icon.
2. Select your file.
3. Click Send.

Supported file types include:

• Images (PNG, JPEG)
• Documents (PDF, DOC)
• Data files (CSV, spreadsheets)

Managing messages

Chat messages appear in chronological order. You can:

• View the full conversation history
• Edit and delete your own messages
• Track when messages were sent

Need help?

Contact your organisation administrator or Zudello support for assistance with chat features.