Policyholder: How do I send messages?

Updated 1 year ago by Jennifer B.

Shared messages are viewable by the team members chosen as recipients, as well as your project’s primary contact and their company.

Option 1

  1. Click Send message in the Welcome! card on your dashboard.
  2. Select the team members you want to receive the message from the Select Recipients drop-down menu.
  3. Type your message in the Write a message dialog box.
  4. Click Send.

Option 2

  1. Select Messages in your Main menu.
  2. Click New Message.
  3. Select the team members you want to receive the message from the Select Recipients drop-down menu.
  4. Type your message in the Write a message dialog box.
  5. Click SEND.

For a brief overview of sending and receiving messages, watch the Messages video tutorial.

How Did We Do?

Powered by HelpDocs (opens in a new tab)