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Conga Support

Messaging Link

The Messaging link in a Contract Profile is used to display a Messaging window, which stores all the messages that have been sent from the Profile, as well as responses to the messages. The link is appended by a number, indicating the number of messages stored in the profile.

To access the Messaging window, open a Contract Profile, and scroll down to the Links section of the screen.

  You can view all the recent messages you have received (or been copied on) from your Recent Messages portlet in the Dashboard.

MessageLink1.png

A

Messaging link

Click to display the Messaging window.

MessageLink3.png

B

Message records

Locate the message you want to view or reply to, and click on it to display the body of the message at the bottom of the window.

The most recent message is displayed at the top of the screen, and the Content column provides an at-a-glance view of the message. Use the and icons to expand/collapse the hierarchy of message threads.

C

Message body

View the content of the message, including any threads.

D

Reply button

Click to send a reply to the person who sent the displayed email message.

E

Reply All button

Click to send a reply to the person who sent the email message, along with those who have been copied on the message.

F

Delete Thread button

Click to delete the displayed message and its threads.

G

New Thread button

Click to send a new email message.

H

Close icon

Click to close the Messaging window.

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