Collaboration Room
Creating and Viewing Messages and Attachments - Existing Subject

Short Guide - Electronic Quotes

Objective

This topic allows the vendor to visualize the attachments and the messages provided by the buyer through collaboration room.

Step by step

1. Access the collaboration room through the menu “Electronic Quotes” and then, click on submenu “Opportunity board”.

2. On “opportunities” tab, click on the link of the opportunity you want to access the collaboration room.

3. It will be displayed the screen "Display Opportunity". Click on the "Collaboration Room" button.

4. Collaboration room will open in a new window.

5. To visualize messages and/ or create messages and attachments related to a subject, access the “Subject” table.

6. Click on the name of the subject you want to access the messages screen of it.

7. In the new window header will be displayed the description of the subject, the opportunity number and the title of the opportunity linked to this subject.

8. The “Message History” section will be displayed according to the subject selected before.

9. To visualize the messages of the selected subject, click on the icon . The messages can be filtered through the fields "Date", "Time", "Sender" and "Attachments".

10. To visualize the existing attachments in the message, check in the "Attachments" column if there is any file linked to the subject.

11. To create a new message and/ or attachment on this subject, click on the button “New message”.

12. It will be displayed a new window to create the message.

13. It will be presented the following fields to fill: “Message”, “Attachments” and “Recipients”. After fill in the fields, click on the button “Send”.

14. The messages/ attachments sent and received will be stored on “Message History” section.