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  1. Anvyl
  2. Collaboration Tools

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?
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