Overview
All Onefile Eportfolio users can send messages to individuals or groups within the platform. Messages can include attachments and can also be created as tasks, allowing you to prompt recipients to complete actions.
Who Can Use This Feature?
- All Onefile Eportfolio Users
Centre Settings
No additional centre settings are required to send messages.
Steps to Send a Message
Step 1: Open the Messaging Area
- Click Messages in the left-hand navigation menu.
- Click New Message.
Step 2: Select Recipients
- Click To:
- Select Group.
- Click Apply.
- Select the recipient(s).
- Click Done.
Step 3: (Optional) Add CC Recipients
- Click CC:
- Select recipient(s).
- Click Done.
Step 4: Compose Your Message
- Enter a Subject.
- Type your Message in the text area.
Step 5: Add Optional Features
- (Optional) Tick Create as a task to notify recipients of an action they must complete.
- (Optional) Add an attachment by clicking Attachment.
Step 6: Send the Message
- Click Send.
Result
- Your message is sent to the selected recipients.
Important Notes
- You can send messages to individuals or groups.
- Creating a message as a task will generate a task notification for the recipient(s).
Troubleshooting
| Issue | Solution |
|---|---|
| Cannot send message | Ensure recipients are selected and the Subject and Message fields are completed. |
| Attachment not uploading | Check file size and format requirements for attachments. |
Terminology
Please note that terminology used in this article may vary depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.