If you have questions about a document, you can send a message to any user who is part of the transaction, whether that's through their own Open To Close account, a portal view, or a contact with an email address.
To do this, go to the Documents page inside the property. You have the option to send a message regarding the entire folder or a specific file. Find the drop-down option to the left of the folder or file and click on @ New Message.
Clicking this will open a side panel to the left where you can start composing your message. Here are the different options.
Apply Template - Using templates that are created for your messages is a great way to save time. Click on Apply Template to select one from your list.
Address - This shows you the property that the message is being sent from.
Document - This shows the title of the document so you know what the message is regarding.
Send To - You can select any user with an account or portal view, and/or a contact that is listed on the property. They have to be a part of the transaction for you to send them any message.
If the "send to" contact does not have a client portal, they will receive an email with the message. They will be able to reply using the Send Reply button in the email.
Subject - Enter a brief description regarding what the message is about in the subject line. If you would prefer to leave it blank, the system will automatically fill it in with Open To Close New Message | Property Address.
Message - Enter the message you want to send to the recipient(s). You have a lot of editing options with the toolbar including the ability to add smart blocks and emojis.
Upload Files - You have the option to attach any files that relate to the message.
Send - Look over everything you've entered before sending the message.
Trash Icon - To delete the message and start over before sending it, click on the trash icon.
