Contract or Project Messages

To Add a Message:

1. Go to the Contract Menu for a selected contract.

2. Click on ‘Messages’ from the Contract Menu.

3. Click on ‘Add’.

4. Enter the Subject, Message, and add any attachments to the message.

5. Determine what access ‘Restriction’ should be used for the message.

6. Click on ‘Save’.

7. Email notifications will be sent once the message is added.

To reply to a message:

1. Go to the Contract Menu for a selected contract.

2. Click on ‘Messages’ from the Contract Menu.

3. Click on an existing message.

4. Enter a reply and access rights for the reply.

5. Click on the ‘Arrow’ icon to send/save the message.

Messages can be added with a number of different access rights.

• Authenticated: any user that is logged in.

• Consultant: any user whose organization is set up as a consultant on the contract.

• Contractor: the awarded contractor on the contract.

• Plan Holder: a user/organization set up as a Plan Holder on the contract.

• Public: any public user who views your OneOffice site if you have the contract set to “show on public dashboard”.

• Licensed: all OneOffice licensed accounts will be able to access the message and reply.