Starting a discussion on a document

How to start a discussion on a document on your Conformio account

Step 1 – Accessing project Files section

Please access the project where the file you want to work on is uploaded, and then navigate to the Files tab.

Step 2 – Opening a file from the project Files list

Once you are on the project Files list, you can navigate to the file you need and click on it. Conformio will open the file preview.

Step 3 – Starting a discussion from the file preview via Send message

Once you are on the file preview, please click the “Send message” button below the document preview to open the message submission form.

Step 4 – Discussing on a document

You can send standard messages to any team member who is part of your Conformio account. You can add attachments to the messages and reply to them. All messages are recorded on the file, so you can track the evolutions of the discussion at any time and participate. Each message also goes to the My Discussions module and is sent via email for quick reply.