Collaboration Tools

Global Inbox & Search

• How to filter and search in the global inbox
• How to view inbox messages
• How to use global search
• Utilize smart milestones from the global inbox

Messaging

• Send a message
• View message history
• Use email to message
• Notifications to recipients when messages are sent
• Link an email to the purchase order messages section
• Change the visibility of who sees my messages

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Gmail

• Establish a Gmail Integration
• Use Gmail to manage messaging
• How long does Anvyl retain data from my Gmail address

Tasks

• Add, edit, and assign a task
• Automate task notifications
• Edit an automated task
• Automate order milestone reminders
• Utilize task views

Files

• Upload a file to a purchase order
• Collaborate with uploaded files
• Leverage the File base view
• List of file categories
• Reconcile with Invoice Matching

Collaborators

• Send and view messages
• Add a third-party collaborator to purchase orders
• Share and collaborate with files
• Create and assign a task
• What does a third-party collaborator see

FAQs

• How do I add users to collaborate on a draft purchase order?
• Can I add collaborators that are part of my company and is there a limit?