How to Create a Message

How to Create a Message

  1. Click +Add New in the upper-left side of your screen.
  2. Click Message.
  3. Click To field.
  4. Select a Recipient (Contact).
  5. Select an Account (Note: This will auto-populate if the recipient is associated with one account. If they are associated with multiple accounts, click Select an account).
  6. Enter a Subject Line.
  7. Enter a Description.
  8. Attach files using Drag & Drop, Liscio Vault or Browse.
  9. Click Send.

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