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  1. Anvyl Support Center
  2. Collaboration Tools

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
  • See all 7 articles

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

Actions on Tasks

  • Actions on Tasks

Files

  • Upload a file to a purchase order
  • Collaborate with uploaded files
  • Leverage the File base view
  • List of file categories
  • Reconcile with 3-Way 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?
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