Policyholder: Send and reply to a message
Updated
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Send a message
Shared messages are viewable by the team members chosen as recipients, as well as your project’s primary contact and their company.
Option 1
- Select the Send Message quick action button at the top of your dashboard.
- Select New Message under your name at the upper-right side of your screen.
- Click the Select recipients line in the Write a new message card to see a list of potential recipients. You can only send ClaimXperience messages to the users listed.
- Select the tick boxes for the users you wish to send the message to.
- Write your message.
- Select Send.
Option 2
- Select Messages from your side navigation menu.
- Select New Message beneath your name at the upper-right side of your screen.
- Click the Select recipients line in the Write a new message card to see a list of potential recipients. You can only send ClaimXperience messages to the users listed.
- Select the tick boxes for the users you wish to send the message to.
- Write your message.
- Select Send.
Reply to a message
Option 1
- Select the Send Message quick action button at the top of your dashboard.
- Select the message you want to reply to from the Conversations list.
- Type your message on the Write a reply line.
- Select Reply.
Option 2
- Select Messages from your side navigation menu.
- Select the message you want to reply to from the Conversations list.
- Type your message on the Write a reply line.
- Select Reply.