Policyholder: How do I send messages?

Updated by Jennifer B.

Option 1

  1. Click Send message in the Welcome card on your dashboard.
  2. Click New message under Conversations.
  3. Select the project 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 team members you want to receive the message.
  4. Type your message in the Write a message dialog box.
  5. Click Send.

How Did We Do?