Discuss a document with another board member.
To discuss a document from the web application, go to Documents, select the document(s) you would like to discuss and click on More actions or the cogwheel. Select the option Send in secure message, select your recipients and compose your message.
Please not that the recipients list will contain all users in the portal that has access to the document(s).
If you need to remove a wrongly added document from the message, there is an option to do so by clicking the x at the end of the document name. If any document was removed by a mistake, there is an option to undo this action
When the recipient opens the document from the message it will be opened in the viewer, the user can read it, and then chose to go back to the message and respond to the sender.
NB: Please note that until we release our iOS app version 4.7a, users of the iOS app will only be able to receive and read one document when shared from a user in our web application. There will be no indication to the receiver in the app if the sent message originally contained more than one document.