Discuss documents and share annotations

Engage in discussions around documents in a secure environment with your fellow board members.

To Discuss a Document

1. Access and Select Documents

- Go to the Documents section in the web application.

- Select the document(s) you wish to discuss.

2. Initiate a Secure Message

- Click on More Actions or the cogwheel icon.

- Choose Send in Secure Message.

3. Select Recipients and Compose Your Message

- Select your recipients from the list. Note that the recipients list includes all users in the portal with access to the document(s).

Sharing Annotations

- If the document contains annotations, choose to share them by clicking Add Annotations in the "Compose New Message" modal. Select the annotated pages to include.
- To share all annotations, simply click Select All.

Managing Document Attachments

Remove Documents

• To remove an incorrectly added document, click the 'x' at the end of the document name.
• If a document is removed by mistake, use the undo option to restore it.

Viewing and Responding to Shared Documents

• When recipients open the document from the message, it will display in the viewer.
• They can read the document and then return to the message to respond to the sender.