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Getting a colleague’s attention

Everyone

Ask one or more colleagues to look at an upload.

Pick colleagues and add a short note. · Sample data
  1. 1On the upload card, open the ••• menu → Get someone’s attention.
  2. 2Tick one or more colleagues (type to find them).
  3. 3Add a note if helpful, e.g. “Can you check the passport scan before Friday?”. Leave out the client’s personal details: the note is emailed.
  4. 4Press Send (or Ctrl/⌘ + Enter).

They get an email and a pink request at the top of their messages. The company, Lock and upload are highlighted pink with @you until they press Done (on the card or in messages); then you are told.