Chat
The Chat tab is a conversation attached to one document. Teammates leave comments on an invoice or a purchase order instead of sending messages elsewhere, and the comments stay with the document.
Video coming soon: Comment on a document and tag a teammateWrite a comment
- Open the document and click the speech-bubble tab.
- Type in the box marked Type a message.... Type
@and a name to tag a teammate. - Press Enter to send. Press Shift and Enter for a new line. The arrow button also sends.
Your messages sit on the right, teammates' on the left, with a date divider for each day. New comments from others appear without refreshing. If a message cannot be sent, it is returned to the box with an error.
If your business unit has voice dictation switched on, a microphone button next to the box turns speech into text. The text is added to the box for you to check. It is never sent on its own.
The comments are internal. They are not sent to a customer or supplier. Chat is not Neo: a message that mentions Neo here is saved as a normal comment, and the box warns you.
What else appears
Besides comments, the thread shows a timeline of what happened to the document, such as status changes, approvals and emails sent. Read about those in Activity and history.
On mobile
The Chat tab is the first tab on every document in the Workspace list. It works the same way. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
Anyone who can open the document can read and write in its chat. There is no separate Chat permission. A role that can only see the records it created sees chat only on those.
Problems and fixes
The box is greyed and says no access
Your role cannot read this document's thread. Ask an administrator.
A teammate did not get my tag
Pick the name from the list that appears after @. A name typed by hand is plain text.