Chat Module Guide

1. Choose Chat in the left sidebar. Review the conversation list/search first; open an existing direct conversation if it already contains the discussion you need.
2. Use the new-conversation control above the list. In the participant picker, select the direct-conversation option and search for the intended person. Compare their identifying details if names are duplicated.
3. Select that one participant and start the chat with the dialog’s confirmation action. Read the conversation header before typing, so you do not put one client’s information into another conversation.
4. Type the message in the composer at the bottom and send only when ready. Opening a conversation and composing a draft are separate from sending a message.

1. Open Chat and its new-conversation control. Choose the group option rather than starting several unrelated direct conversations.
2. Select the intended participants and review the names before confirming. A group shares its discussion with multiple people; do not add another client simply because they belong to the same household or business.
3. Enter a name that explains the group’s purpose, such as “Maple Grove — onboarding team”, then use the group-creation action. Check the resulting header and participant list.
4. Send an introductory message explaining what belongs in this group. Use a separate conversation or request for information that should not be visible to every participant.

The group appears in your list and participants receive it in their chat view.

1. Open the intended conversation and its details/participant controls. Read the current participants before choosing Add people. This changes access to a conversation, not membership in your staff team.
2. Select an existing person or enter a custom email where the dialog offers that option. Verify the address directly; similarly named people may have different accounts.
3. Review the people and conversation, then send the invitation with the explicit send control. Cancel the dialog if you were only inspecting it; entering an address is not a reason to send a real invitation.
4. The recipient opens their own invitation and accepts with the invited account. Confirm the resulting participant state before assuming the person can read or respond in the conversation.

Participants can be Active, Pending, or Declined until invite status changes. If someone declines or does not respond, you can resend or cancel the invite from Conversation details.

1. In Chat, select the conversation in the list and check its header/participants. Read the recent messages so your response goes into the intended discussion.
2. Write in the composer at the bottom. Use Reply on a particular message when the response needs that context, rather than starting an ambiguous new subject.
3. If attaching a file/image, use the composer’s attachment control and check the selected file before sending. Wait for any upload result and remove an incorrect selection while it is still a draft.
4. Send once and check the message’s visible state. A failed/not-sent state needs attention; Seen means it was read, not that a separate task or request has been completed.

Message appears immediately and updates other participants in realtime.

• Reply to a specific message (keeps context linked)
• Edit your own message
• React with emoji
• Copy text
• Forward to another existing conversation
• Delete for me / delete for everyone (when allowed)

If you sent the message, you can usually choose delete for me or delete for everyone. If someone else sent it, you can remove it only from your own view.

• Pinned : keeps a chat at top
• Muted : silences popup noise
• Archived : hides from active list
• Delete for me : removes chat from your list only
• Delete for everyone : owner-only permanent removal

Some actions depend on role (member/admin/owner).

• Rename group conversation (admin/owner)
• Manage participant roles (owner has full role control)
• Remove participants
• Resend/cancel pending invites
• Add people to existing group chats
• Run high-impact conversation actions

• Conversation search: find chats by name and last message preview
• In-conversation search: find messages inside one chat
• Forward message: send one message into another existing conversation
• Load earlier messages: scroll up for older history

1. Open the conversation containing the material and use its three-dot actions/details menu. Choose View attachments or View media where offered.
2. Review the file name, sender and context before opening or downloading. Several periods can use the same file name, so inspect the document itself before using it as engagement evidence.
3. Close the attachment/media view to return to the discussion. Downloading a chat attachment does not automatically file it into the correct company/year folder in Documents.

You do not need to scroll through long chat history to find files; Chat gives you a quick attachments/media center per conversation.

• Sent : message reached conversation
• Seen / Seen by X : other participants read it
• Not sent : send failed
• Retry : resend failed message quickly
• Edited : message content was updated
• This message was deleted : deleted for everyone

1. Open the conversation invitation from your own email and review the sender and conversation. If the invitation is unexpected, confirm it with the firm through a known channel before proceeding.
2. Sign in with the account matching the invited email when prompted. Use the registration option on the invitation if you need a new account; do not use another person’s account to accept for yourself.
3. Return to the invitation and choose Accept invitation if you intend to join, or Decline if appropriate. Signing in alone does not necessarily accept it.
4. After the success confirmation, use Go to chat and check the conversation that opens. Joining this chat does not automatically grant access to the firm’s unrelated clients or internal tasks.

Expired or revoked links cannot be accepted. Sender must resend a new invite.