Messaging¶
Messaging allows you to communicate and record information within a claim. There are two types of messages: File Notes and Claim Chat.
Accessing messaging¶
- Go to the Positions tab of the claim.
- Click the Messaging icon to open the messaging drawer.
File Notes¶
- Shared only among members of your team.
- Used to record relevant information for internal reference.
- Not visible to the other party or the arbitrator.
Claim Chat¶
- Visible to all parties to the claim, except the arbitrator.
- Used to communicate directly with your counterparty.
Sending messages¶
- Use the message type selector to choose between File Note and Claim Chat.
- The selector button shows as blue when active.
- Enter your message and click Send.
Deleting messages¶
- If you send a message in error, click the bin icon (right side of the message) to delete it.
- You have up to five minutes to delete a message.
Note
After five minutes, the message becomes part of the official case record and cannot be changed or removed.