Collaboration Tools

Messaging

• How do I view all of my messages?
• What are Smart Milestones?
• How do I send a message?
• How do I change the visibility of who sees my messages?
• How do I view my message in Anvyl rather than in my email?
• If I don't tag someone in the message, will the person still receive the message through email?

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Tasks

• How do I add, edit, and assign a task?
• How do I view all of the tasks that are assigned to me?
• How do I view all of the tasks created for my purchase orders?

Files

• How do I upload a file related to a purchase order?

Collaborators

• How do I add a third-party collaborator to a purchase order?
• How many collaborators can I add?
• Can I add collaborators that are part of my company?
• What does a third-party collaborator see when given access to Anvyl?

FAQs

• How do I add my supplier to collaborate on a draft purchase order?
• How do I use the global search engine to see past collaboration logs?