User manual

Table Of Contents

Start a Discussion Thread

You can start and chain together messages to exchange information and make

decisions as a team. Discussion threads are initiated, organized, and linked to

a specific file (drawing, document, note or link). Discussions can be read by

members with Edit, View, or Review permission. You can also send email

notifications to project members when starting or adding a thread.

To start a discussion thread:

1 In the tree view, select the desired file.

When you select a file, you also identify the item with which the

discussion thread will be stored.

2 In the details view, click the Discussions tab.

3 Right-click and choose Add ➤ Comment from the menu.

The Text Editor dialog box opens.

4 Enter a title in the Subject line.

5 Position the cursor in the text box and enter your comments.

6 Click Next. The Send Email Notification dialog box appears. Sending

an email is optional. If you do not wish to send an email, click the Finish

button. To send an email, continue with the following steps.

7 Click the To button to select recipients. Note that you can only select

recipients who have already been added to the project.

8 Enter a subject and a message.

9 Click Finish.

The thread is added to the Discussions tab and the email is sent.