Team member: How do I send messages?

Updated 1 year ago by Jennifer B.

Shared messages can be viewed by the selected claim participants, claim's primary contact, and the insurance company.

Option 1

  1. Click Send message in your Welcome card.
  2. Click New message under Conversations.
  3. Select the claim participants you want to receive the message.
  4. Type your message in the Write a message dialog box.
  5. Click Send.

Option 2

  1. Select Messages in your General collaboration menu.
  2. Click New message under Conversations.
  3. Select the claim participants you want to receive the message.
  4. Type your message in the Write a message dialog box.
  5. Click Send.

For a brief overview, watch the Messages video tutorial.

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