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Conga Support

Viewing Messages

Email messages that are sent from a Company, Contract, or Project Profile are stored in the Messaging window in the profile. The original email message and the replies to the message (threads) are stored in a hierarchy so that the individual threads can be easily identified.

  You can also view your messages from the Recent Messages portlet in your Dashboard. Each message is linked to the Messaging window in its corresponding profile.

Email messages are viewed from the Messaging window in a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing messages in a Company Profile and a Project Profile.

A

Messaging link

Click to display the Messaging window in the profile.

B

Message hierarchy

View a list of the messages that have been sent (and replied to) from the profile. The most recent messages are at the top of the screen. If a message received a reply, the original message and the thread (reply) are displayed in a hierarchy with the original message at the top, and the thread displayed as an indented sub-folder.

Note: The Content column displays a partial view of the body of the email message.

C

Message display

  • If you want to expand the list of viewable messages, hover over the bottom of the list border until the icon displays. Then, click on the icon and drag the border downward.
  • If you want to display/hide threads for a message, use the expand and collapse icons.

D

Message records

Click on a message record to display the entire message in the window.

E

Reply button

Click to reply to the sender of the message.

F

Reply All button

Click to reply to the sender of the message, along with the others who were copied on the message.

G

Delete Thread button

Click to delete the selected thread.

H

New Thread button

Click to send a new email message.

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