Overview
All Onefile Eportfolio users can send messages to individuals or groups within the platform. Messages can include attachments, and can be created as tasks to prompt recipients to complete an action.
User Roles
This feature can be used by:
- All Onefile Eportfolio users
Steps to Send a Message
- Click Messages in the left-hand navigation menu, then click New Message.
- Select your recipients: click To, choose a Group and click Apply, select the recipient(s), then click Done.
- (Optional) Add CC recipients: click CC, select recipient(s), then click Done.
- Enter a Subject and type your message.
- (Optional) Tick Create as a task to notify recipients of an action to complete, and add an Attachment if needed.
- Click Send.
Tips & Notes
- You can send messages to individuals or groups.
- Creating a message as a task generates a task notification for the recipient(s).
Troubleshooting
| Issue | Solution |
|---|---|
| Cannot send the message | Make sure recipients are selected and the Subject and Message fields are completed. |
| Attachment not uploading | Check the file size and format against the attachment requirements. |
Terminology
The terminology used in this article may differ depending on your Centre's configuration.
Need Help?
If you need assistance, please contact Onefile Support or your internal support team.