Message via document view message panel

Message threads can be associated with specific documents by sending a message from the document view.
Follow these steps to send a message from the Document Viewer: 
  1. Sign in to TaxCaddy and go to the client's profile by selecting a client tile on the
    Overview
    screen.
  2. Select
    Documents
    .
  3. In either
    Requested Items
    or
    Uploaded Documents
    , select the document tile you want to send a message about.
  4. The document opens in the document viewer. In the message panel, enter your message into the field and then select
    SEND
    . The number at the bottom indicates how many characters you have remaining. The client is notified that they have a new message from you. The thread is associated with the document and any additional messages will appear in both the document view message panel and client profile Messages.
  5. When a message thread corresponds to a particular document, the document's file type thumbnail will appear in the thread. Select the thumbnail to view the document.

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