Messages

The Messages tab is the place for questions and agreements that belong to a dataroom. Every conversation is a subject; participants only see the subjects to which they have been invited.

Sending a message

1. Open the dataroom and go to Messages.
2. Choose New subject, or open an existing subject.
3. Type your message and choose the participants who may see it.
4. Send.

A subject keeps the whole history: you do not have to explain again in every message what it is about.

Who sees what

• Office users see the subjects of the dataroom to which they have access.
• Guests only see subjects in which they participate.
• A subject with only internal participants is invisible to guests.

Notifications

For each participant you can set how often an email arrives: immediately, bundled daily or only in the application. The setting is at the bottom of the notifications page; the owner of a subject cannot change it on participants’ behalf.

Messages and requests

A document request is something different from a message: a request has items with a status, a message is free text. Use a request when you want to know exactly what has been supplied, and a message for the explanation around it.

One subject per question

Start a new subject when it is about something else. A long thread with three questions mixed together is hard to find later — also not in the audit trail.