Messaging is the platform’s instant messaging and allows real-time communication between users, in addition to file and document sharing in conversations. The files sent via conversations can be viewed or downloaded by the participants.
In environments with the Meetings component installed, participants in Messaging conversations can video call each other. The option “Start meeting” will be enabled only for the platform’s accounts that are synchronized with the WebEx service, but any user can be invited to attend a meeting after it is created.
01. Click Messaging.
The location where Messaging is depends on the Theme selected by the administrator. In the classic theme, Messaging is accessed via the message notification icon at the top of the window, between the search field and platform notifications. In the snowflake theme, it is accessed via the Messaging logo in the upper right corner of the page next to the notifications icon.
02. View the conversation history and other messaging features.
Users can switch between conversation folders in the check box, located on the upper left corner of the window.
To add a conversation to favorites, simply click the star icon located on the lower right corner of the conversation window.
01. Click New conversation, located on the upper right corner of the window.
02. Enter the user name with whom you wish to start a conversation.
03. If the conversation involves more than one user, enter a conversation title.
04. Click Start.
05. In the text box located on the bottom of the window, enter the message to be sent and press Enter.
Sent messages can be deleted by clicking the deletion icon, which appears by placing the mouse cursor over the message.
To view all the users that are part of the conversation, click More options - represented by ellipsis - located in the lower right corner of the window. You can access user profiles or start conversations with them from this window. Just select the context menu to the right of the user name and then click View profile or Message.
The creator of the conversation can also remove a participant via that menu by clicking Remove participant.
01. In the window of a conversation that has already been started, press the + symbol, located in the upper right corner of the window, just above the list of users.
02. Enter the user that should be added to the conversation.
03. Click on Add.
By clicking this option, the user is added to the conversation. If the conversation is regarding the creation of note in the document, the added user will have access to the contents of the document.
01. In the table to the left of the window, select the group conversation to change its image.
You can select the folder containing the conversation through the field located on the top of the table.
02. In the conversation window, click Change conversation image, which is displayed as you position the mouse cursor on the current image.
03. Search and select the image of your choice for the conversation.
04. Edit the image as you wish.
05. Click Save.
01. In the table to the left of the window, select the group conversation whose name you wish to change.
You can select the folder containing the conversation through the field located on the top of the table.
02. In the conversation window, click Change conversation image, which is displayed as you position the mouse cursor on the current name.
03. Change the name of the conversation as you wish.
04. Click Save.
01. On the frame to the left of the window, select a conversation to view shared files.
The conversation folder can be selected through the field located on the top of the frame.
02. Click Pages.
03. View files shared in the selected conversation.
Shared files may be downloaded, renamed, moved, shared in the platform, and deleted, among others.
01. Click Pages in the conversation where the folder will be created.
02. Click on New folder, located at the bottom of the window.
03. Enter the name of the new folder.
04. Click Create.
01. On the frame to the left of the window, select a conversation to view the history.
The conversation folder can be selected through the field located on the top of the frame.
02. View the history of the selected conversation.
01. On the table to the left of the window, select the conversation to be saved.
You can select the folder containing the conversation through the field located on the top of the table.
02. Click More options – represented by ellipsis -located in the lower right corner of the window.
03. Press Save conversation.
04. Define how to export the conversation.
Available options:
05. Press Advanced to set more information to export the conversation (optional).
06. Enter the required information.
Required information:
Document name
Name of the document to be created with the conversation history.
Period
Start and end date to establish the period to be considered when the conversation history is exported.
Identification tags
Keywords for making it easy to search the conversation history later.
Save in the folder
Location where the document generated with the conversation history is saved. By default, the document will be saved in the folder My Documents, but you can change the target location by clicking Edit, which is next to the field that allows you to choose a location in Document browsing as the target of the generated document.
07. Click Export.
As you click this option, a PDF file is generated, which contains the conversation history in accordance with the parameters set in the chosen location for storage.
When it is set to export, consider that the shared files in the conversation are shared as URLs (attachments) in the generated document.
01. In the table to the left of the window, select the conversation from which you wish to disable receiving notifications.
You can select the folder containing the conversation through the field located on the top of the table.
02. Click More options - represented by ellipsis - located in the lower right corner of the window.
03. Click Stop notifying.
When pressing this option, push and desktop notifications regarding this conversation will not be received.
An icon that identifies that notifications are disabled is displayed in the conversation table on the left side of the window.
01. In the table to the left of the window, select the conversation from which you wish to enable receiving notifications.
You can select the folder containing the conversation through the field located on the top of the table.
02. Click More options - represented by ellipsis - located in the lower right corner of the window.
03. Click Notify.
When pressing this option, you enable receiving push and desktop notifications related to that conversation.
Note that, to receive those notifications, the option to send push notifications must be active -at the company and for the user – and the option to send desktop notifications must be active in the Messaging settings.
01. On the table to the left of the window, select the conversation you want to leave.
You can select the folder containing the conversation through the field located on the top of the table.
02. Click More options – represented by ellipsis - located in the lower right corner of the window.
03. Press Leave this conversation.
This option is not displayed to the user who started the conversation.
04. In the message displayed, press Leave to confirm the action.
01. To start a meeting, access a private or group conversation of your choosing and click located in the upper right corner of the conversation window.
The button is displayed only to users who are synchronized with both the platform and WebEx. Learn more in Meetings.
02. Enter the WebEx access password.
Every user registered on WebEx has a specific password for this service and is required to enter it to start the meeting. After entering the password once, it will not be required again unless it changes on WebEx.
03. An informational message and a button to access the meeting will be added to the conversation.
04. The other participants in the conversation will receive a notification in the Notification Center, inviting them to a meeting.
To also send this notification by e-mail, the option “Invitation to Meeting” must be enabled either in the Control Panel by the administrator, or in the notifications settings by the user.
05. Click the button Go to the meeting in the conversation to open the meeting on WebEx.
The browser can block and not open the WebEx meetings window, so it is necessary to pay attention to pop-up blocked messages and allow the window to be manually displayed if blocked.
01. In the meeting session to which other participants will be invited, click on Invite.
02. In the window that appears, enter the people who will be invited to the meeting that is already in progress.
03. Click Add.
01. After pressing the Start notes option on document browsing, press Ok, I get the message stating that the note was created.
The Start notes option is located in document browsing, More options menu located to the right of the document name. More information can be obtained in Start notes.
After you create the note, a window is displayed like a chat, where you can perform all actions available to a normal conversation.
02. In the window that appears, press Note, located in the bottom left corner of the table that displays the document.
03. In the preview window, make the desired notes in the document.
To make notes, use the resources available in the toolbar located at the bottom of the document preview window.
To view the original document, press View original, located on the bottom bar of the document preview window.
You can also add users to collaborate in the creation of the note to the document. To do this, simply follow the steps described on the Add user to the conversation path. In this case, added users have access to the contents of the document.
04. After completing the desired notes, press Close, located in the upper right corner of the document preview window.
When finished, document notes are displayed in the conversation area.
01. Guests will receive a notification via Notification Center when the meeting is created.
To also send this notification by e-mail, the option “Invitation to Meeting” must be enabled either in the Control Panel by the administrator, or in the notifications settings by the user.
02. Click the button Go to the meeting, displayed in the conversation, to open the meeting on WebEx.
Any user of the platform can join a meeting when invited, but only synchronized users can start such meeting.
01. Click the link Click here and download the desktop Messaging App displayed at the top of the list of conversations.
It starts the download of the installer for the operating system used by the user (Windows, macOS or Linux). Learn the procedures to install Desktop Messaging.
Please note!
This documentation is valid from the 1.6.3 update. If you use a previous update, it may contain information different from what you see on your platform.
