Learn what discussions are and how you can utilize them.
Sharing items with others via Link is helpful for making sure everyone has access to the right information when they need it, but sometimes having access is not enough.
Are there special instructions that go along with the item? Examples include providing details as to why a policy was purchased, what to do with them being inherited assets, or the special instructions on how to handle an account. These are all things that can be documented with the discussions tab.
Users can also utilize their discussions tab within an item to annotate and make comments when constructing or revising a policy or account with their advisor or other professionals.
Add Discussions
- From the home dashboard, choose the section where the item is located using the menu on the left side of the page.
- Select the item where you would like to add discussions. Do this by clicking on the name of the item or by selecting the 3 dots and then "details.
- Click on the "Discussions" tab within the item.
- Type the comments you would like to share and press the green button that says "Add Comment."
Note: Discussions that are shared will be sent to those labeled as recipients. Any recipient that has current access will be able to reply with their comments. Learn more about different types of sharing access.