Messaging Tasks

Messaging Tasks

AVAILABLE TO: Administrators, Employees, and Customers

The Messages app gives you the ability to read, send, and hide conversations with other Pulse users. You must access the Messages app from the Pulse dashboard. Messages are not accessible from the Flare output.

How to Send a Message

1. Log in to the Pulse dashboard.

2. In the dashboard, choose one of these options:

   • From the menu bar, select Pulse > Messages.
   • In the top-right corner of the page, click the button.
3. In the Messages page, click New Message.

4. In the New Message dialog, do the following:

   • To Start typing the name of a registered user and then select the appropriate match from the list.
   • Message Type the body of your message in the space provided.
   • Add Attachment Click to add a file attachment.
5. Click Send.

How to View Messages

1. Log in to the Pulse dashboard.

2. In the dashboard, choose one of these options:

   • From the menu bar, select Pulse > Messages.
   • In the top-right corner of the page, click the button.
3. In the Messages page, your most recent messages and conversations appear in the list.
4. Click a message to open the conversation thread.

How to Load Earlier Messages

1. Log in to the Pulse dashboard.

2. In the dashboard, choose one of these options:

   • From the menu bar, select Pulse > Messages.
   • In the top-right corner of the page, click the button.
3. In the Messages page, your most recent messages and conversations appear in the list.
4. Click a message to open the conversation thread.
5. Click the Load earlier messages link.

How to Reply to a Message

1. Log in to the Pulse dashboard.

2. In the dashboard, choose one of these options:

   • From the menu bar, select Pulse > Messages.
   • In the top-right corner of the page, click the button.

3. In the Messages page, click one of your messages. This opens the message or conversation.

4. In the space provided, type your reply.
5. If you want to add an attachment, click Add Attachment. Then select the file to attach.
6. Click Reply.

How to Download a Message Attachment

1. Log in to the Pulse dashboard.

2. In the Pulse dashboard choose one of these options:

   • From the menu bar, select Pulse > Messages.
   • In the top-right corner of the page, click the button.
3. In the Messages page, your most recent messages and conversations appear in the list.
4. Click a message to open the conversation thread.
5. Click the desired attachment to download it to your computer.

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