Edition: Professional, Business, Enterprise
User-level: All users
What are portal chats?
Portal chats provide a more informal way to share project-related information and facilitate project correspondence. They help keep all communication in one place and allow clients to respond directly within the chat.
How to raise chats in the portal?
Organisation menu > My portals
Open the relevant project portal
Select 'Start a chat' at the top of the portal screen
Enter the chat information
Subject: Enter a brief summary of the chat's contents. This will serve as the subject line.
Message: Type the text you want portal contacts to see. Only the user who created the note can edit its content.
Select Contact: Choose the contacts you want to view the chat. You can select from all contacts assigned to the project.
Attachment: Use the attachment icon to add documents to the chat.
Select Post in the bottom right.
How to view all portal chats?
Organisation menu > My portals
Open the relevant project portal
Select chats on the left hand side of the portal
How to share project documents as a portal chat
Organisation menu > Projects
Open a project
Project menu > Project Information > Document register
From the Document Register, find the files you wish to share, and select the tick box to the left of them
Once you've selected the documents you wish to share, use the multi-select menu at the bottom of the page and select Share:
A sidebar will appear on the right. In the sidebar, select Share With to open a menu allowing you to share as Informal chat
Enter a Subject and Body in the informal chat menu
Enter the project contacts you wish to share the documents with
Select Share
Once the files have been shared, the recipients will receive an email with a link to download the files, and to access the project portal. There will also be a post in the portal for the shared documents, which can be viewed by Synergy users as well as the file recipients
How to search for portal chats
Organisation menu > My Portals > Open the relevant project portal
Select chats on the left-hand side of the project portal page
Search for keys words in the search bar and select enter.
How to reply to portal chats
Organisation menu > Portals > open the relevant project portal
Select chats on the left hand side of the project portal page
Enter your response in the 'write a reply' text box and then select Reply
You can use the 'Attachment' button to attach documents to your portal response
How to unfollow portal chats
Unfollowing the portal chat will stop you from receiving future email/synergy notifications for this chat thread
Organisation menu > Portals > open the relevant project portal
Select chats on the left hand side of the project portal page
Select the '...' in the top right of the chat you want to unfollow > unfollow
