The Messages tab provides a dedicated communication channel for internal recipients who have a user account within the system. This functionality is similar to a standard email client.
Composing and Sending a Message
The message window is structured to allow for clear and detailed communication:
Recipients: This field is used to list the email addresses of the users you wish to contact.
Title: This field acts as the subject line for the communication.
Free Text Box: This is the main body where you compose the content of your message.
Adding Attachments
You have two options for attaching files to your message:
Standard Attachments: You can upload relevant documents or files directly from your personal computer (PC).
Plan Attachment: To send a full, static copy of the current plan to the recipients, click Add attachment for plan. This will automatically generate and attach a PDF version of the plan.
Message Management Actions
At the bottom of the message window, you have several options for managing your draft:
Action Button | Outcome |
Submit | Sends the message immediately to all listed recipients. |
Save | Saves the current message draft,allowing you to return and complete it later. |
Cancel | Closes the message window, but the system will automatically save the draft for future use. |
Remove | Permanently deletes the current draft message |
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