How to Send a Message
Overview
All Onefile Eportfolio users can send messages to individuals or groups within the platform. Messages can include attachments and optionally be created as tasks.
Who Can Use This Feature?
This feature can be used by the following user roles:
- All Onefile Eportfolio Users
Steps to Send a Message
Click Messages in the left-hand navigation menu.
Click New Message.
Click To:
- Select Group.
- Click Apply.
- Select recipient(s).
- Click Done.
(Optional) Click CC:
- Select recipient(s).
- Click Done.
Enter a Subject.
Type your Message.
(Optional) Select Create as a task.
(Optional) Attach a file by selecting Attachment.
Click Send.
Result: Your message is sent to the selected recipients.
Important Notes
- Messages can be sent to individuals or groups.
- Creating a message as a task will notify recipients to complete an action.
Troubleshooting
| Issue | Solution |
|---|---|
| Cannot send message | Ensure recipients are selected and required fields (Subject, Message) are completed. |
| Attachment not uploading | Check file size and format requirements. |
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.