Messaging and file options

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When hovering on a message, click the three grey dots to open the options menu. Copy to allows you to copy the message to any other conversation. Create to-do will create a task assignment for that specific message. Create approval will assign an approval request. Create acknowledgement will assign an acknowledgment request. You can mark the message as unread, if you’d like to come back to it later. You can also delete your message. It will be replaced by a note that the message has been deleted.

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To open the options menu for a file, hover on the file in the chat timeline or in the file view. Click on the three dots. File info gives you information on who uploaded the file, the file type, and when it was created. Click Download to download the file onto your device. Copy to gives you the option to copy the file into any other conversation. With Move to…, you can move the file between folders within the conversation. Create to-do will create a task assignment with the file attached. Click rename to rename your file. ‘Pin’ will pin the file to your bookmarked pins. To delete the file, you can do so from the options menu.

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