Messages with attachments

What you will see

Open Messages in the side menu. On the left is a list of your conversations: your direct conversation with the firm (called 'Your account team') and any group conversations you were added to. Only the people in a conversation can read it. A small 'Live' or 'Polling' label shows whether new messages arrive instantly or are checked every few seconds.

Start a conversation

• If you have never written to the firm, click 'Your account team', then 'Start conversation'.
• Type in the box that says 'Write your message...'.
• Press Enter to send, or Shift+Enter to start a new line. You can also click 'Send'.

Attach files

• Use the file chooser under the message box (it is labelled 'Attach files') to pick one or more files.
• You can attach up to 5 files per message, and each file must be 10 MB or smaller. If you go over, you will see a message saying so.
• Files you chose appear as small chips. Click the × on a chip to remove it before sending.
• To get a file from the firm, click its name under their message to download it.

Other things you can do

• 'Reply' to answer a specific message.
• 'Edit' or 'Delete' your own messages. Deleting means the other people will no longer see it.
• Use the smiley button on the message box to add an emoji.
• A number next to a conversation shows how many messages you have not read.

Messages on a proposal or contract

On the Proposals and Contracts pages, the 'Messages' button opens a small thread about that one item, so questions stay with the document.

If something goes wrong

• 'Couldn't load your messages': click 'Try again'. Check your internet connection.
• 'You are sending messages too quickly': wait a moment, then send again.
• An attachment shows 'Failed' when you click it: try again; if it still fails, ask the firm to resend it.
• You cannot see a group you expected: you may not have been added. Ask your firm.

Good to know

Messages are for questions and sharing documents with your firm. For anything urgent, also call them. Do not send passwords, card numbers or OTPs in messages.