Reply to a Conversation

When a new Conversation message is received, a notification will show up on the Control Menu of your Dashboard. The number of unread messages will be noted in the red circle next to the Conversations icon. Replying to a conversation message is a simple process.

1. Click the Conversations icon to access your Recent Conversation messages.
2. The unread message will be marked with a blinking red dot at the top left corner of the message tile. Select the message to view it on the right side of the page.
   
   
   
   
3. To reply, enter the message in the "Start typing..." section.
   
   
   

   Note: You have additional message features to choose from by using the icons in the top right corner before sending the message. These features, indicated with the red arrow in the screenshot above, are described below.

   
   
   
   • Secure Upload—Any files attached to the conversation will be sent as a Secure Upload. This is set as the default. The recipient will be sent a file link in their email and will need to log in to download the file. You may deselect the Secure Upload box from the Settings icon to send the file as an attachment. 
   • Include Signature—A signature can be created for use in communications in Conversations and other areas of the VO. Office owners, partners, staff, clients, and their employees need to add their signature to their VO profile. Include Signature will be selected as the default. You may deselect the Include Signature box using the Settings icon if you wish to enter your own closing.
   • Attach File— Select the paper clip icon to attach one or more files to the conversation message. You may also use the drag-and-drop method. 
   • Click on the vertical menu icon to Insert Message Template from your list of Message Templates to Clients, Staff or for General Messages. Click here for instructions on Message Templates.
   • Click the vertical menu icon to Add People to the message. Select the name(s) and click the blue Add button.
   • Click Leave Conversation to remove yourself from all future exchanges in this conversation. A confirmation message will open. Select Confirm or Cancel to proceed. 
4. Click the Send icon to send the message.
   
   

Layout of the Conversation Thread