iDocuments Chats

First published on: 02/26/2024/12:08 pm

User Guide

Overview

Introduction

This document provides an overview of the iDocuments Chats functionality.  Allowing an online chat function to enhance the Purchase Invoice processing within iDocuments.

With the chat functionality, the users can discuss within the system any missing or additional information that is not necessarily held in the document details but is required for efficient processing.

Changes required

User settings

A company setting (ChatsEnabled) is available to turn on the use of chats on the homepage and button functions in Rapid Invoice Entry.

Homepage notifications

Any chats will appear on the homepage widget to highlight.

Selecting the ‘Show All Unread’ button will pop up the details and will allow a reply to the chat – by entering text and clicking on reply.

Note: the ‘Close’ option will close the chat conversation as completed.

Adding a new chat

When viewing a purchase invoice, if there is a chat currently, then upon opening a pop-up will remind the user that there is a chat, plus on the Chats button it will show the number of chats in brackets.  To review, press the chat button, and it will appear as per the homepage above.

To add a new chat, press the Chats button.

Selecting ‘+ New’ will pop up the option to enter the chat details and which users to be included in the chat.

Once all the details are entered, it can be saved.

Once saved, the details are then shown and how it will appear to the users added.

Share Document

Whilst internal users can chat and see the document as required, non-iDocuments users will need to be sent the image via email – to allow this, a new Share button was added which now facilitates this process when the chats are enabled

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