Collaboration Room
Initial Navigation

Short Guide - Electronic Quotes

Objective

This topic allows the vendor to know the fields and information displayed in the 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. After logging, it will be displayed the screen "Display Opportunity". Click on the "Collaboration Room" button.

4. Collaboration room will open in a new window.

5. In the collaboration room header will be informed the number and title of opportunity linked to the selected collaboration room.

6. On the collaboration room, after the header the following action buttons will be displayed:

• New subject: Starts the process of creating a new message or attachment.
• Download files: It displays a window with all the attachments of the collaboration room and makes them available for download.
• Collaboration Room Report: Generates a collaboration room report.

7. In the "Room Details" section, the room status is displayed: Open or Closed.

8. In the "Search Criteria" section, filter fields will be displayed for more detailed search of the messages exchanged in the room.

9. In the "Subject" table, the following information will be displayed: message subjects (topics), the date and time of the last message relating to the topic, the company user that created it and the number of attachments related to the subject.