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Section 1: Using the Document Chat

Keep conversations about specific documents organised and contextual by using the built-in chat feature.

Steps:

  1. Open Document & Access Chat:
    • Open the document you want to discuss.
    • Click the Chat icon (speech bubble) at the top right of the document modal.
  2. Write and Send Message:
    • Type your message in the text box at the bottom of the chat panel.
    • Click Send.
  3. Mention a Colleague:
    • To notify a specific user about your message, type @ followed by their name, or click the @ button and select their name from the list.
    • Complete your message and click Send. The mentioned user will receive an email notification (if their settings allow).
  4. Attach Files:
    • To add a supporting file to your message, click the Attach icon (paperclip).
    • Select the file from your computer.
    • Add an optional message and click Send.
  5. Edit/Delete Your Messages:
    • Hover over a message you previously sent.
    • Click the edit (pencil) or delete (trash can) icon that appears. (Note: You can typically only edit/delete your own messages).

What Happens Next?

Your messages and attachments are stored chronologically within the document's chat history, providing context for anyone reviewing the document later.

Next Section: Using Document Tags

Related How-To Guides:

title: Section 1 - Document Chat description: Use the chat tab within a document to ask questions, provide updates, mention colleagues, and attach relevant files. slug: /product-guide/general-user/collaborate-docs/section-1-document-chat sidebar_label: 1. Document Chat​

Section 1: Using the Document Chat

Keep conversations about specific documents organised and contextual by using the built-in chat feature.

Steps:

  1. Open Document & Access Chat:
    • Open the document you want to discuss.
    • Click the Chat icon (speech bubble) at the top right of the document modal.
  2. Write and Send Message:
    • Type your message in the text box at the bottom of the chat panel.
    • Click Send.
  3. Mention a Colleague:
    • To notify a specific user about your message, type @ followed by their name, or click the @ button and select their name from the list.
    • Complete your message and click Send. The mentioned user will receive an email notification (if their settings allow).
  4. Attach Files:
    • To add a supporting file to your message, click the Attach icon (paperclip).
    • Select the file from your computer.
    • Add an optional message and click Send.
  5. Edit/Delete Your Messages:
    • Hover over a message you previously sent.
    • Click the edit (pencil) or delete (trash can) icon that appears. (Note: You can typically only edit/delete your own messages).

What Happens Next?

Your messages and attachments are stored chronologically within the document's chat history, providing context for anyone reviewing the document later.

Next Section: Using Document Tags

Related How-To Guides: