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Collaboration Room Chat and Email send

Information on Chats and sending Emails in Collaboration Rooms in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

A Collaboration Room is a feature of the system where invited participants can review, comment on, redline and exchange messages with others about a document online. Using the Collaboration Room eliminates the need to send documents back and forth as email attachments during negotiations.

NOTE: Collaboration Rooms are a feature available only in accounts which have paid for them.

Chat

Participants in the Collaboration Room may use the Chat tab to communicate with other participants. To send a message:

Type your message in the box.

Select a specific recipient from the drop-down or select “Everyone”.

Click the "Send" icon (which looks like an arrow)

Recipients will immediately see the message in their Chat tab.

Receive Notifications by Email (YES/NO)

To receive an email notification whenever someone sends you a message, make sure the Receive Notifications by Email for Messages toggle is set to YES. If you do not wish to receive these emails, set it to NO.

Send Email

The Email button provides the capability of sending an email from within the Collaboration Room to others and is especially useful for better communicating proposed changes or asking detailed questions, rather than use and clutter the Chat feature. The email can be sent to a wide range of recipients including: Contacts, User, Email, Role, Participant, or Participant Group.

NOTE: If Participant Group is selected, the options include Party (internal) or Counterparty (external).

Once the email recipient or recipients have been selected, click Send button blue.

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