What is the Inbox?
The Inbox centralizes all messages and notifications for your project. Stay on top of important updates, collaborate with team members, and track conversations about specific contracts or entities.Inbox Navigation
Access the Inbox through:- Dashboard → Inbox tab
- Messages in the main navigation
Message Types
Internal Messages
| Type | Description |
|---|---|
| Thread Discussions | Conversations about specific items |
| @Mentions | When you’re mentioned in a message |
| Assignments | Tasks assigned to you |
| Comments | Comments on contracts/statements |
System Notifications
| Type | Description |
|---|---|
| Processing Complete | Statement or contract processing done |
| Agent Updates | Automated agent activity |
| Expiration Alerts | Contract expiration warnings |
| Error Alerts | Processing or sync errors |
Message List
The inbox list shows:| Column | Description |
|---|---|
| Subject | Message topic |
| From | Sender name |
| Related To | Linked contract, entity, etc. |
| Date | When sent |
| Status | Read, unread, replied |
Filtering Messages
Filter by:- Status: All, unread, flagged
- Type: Messages, notifications
- Related To: Specific item type
- Date Range: Time period
Reading Messages
Composing Messages
New Message
Reply to Message
Message Features
Rich Text Editor
Format messages with:- Bold, italic,
strikethrough - Bulleted and numbered lists
- Code blocks
- Links
Attachments
Attach files to messages:- Documents
- Images
- Spreadsheets
@Mentions
Mention team members:- Type
@followed by their name - They’ll receive a notification
Links to Items
Link to platform items:- Contracts
- Entities
- Statements
- Recordings/Compositions
Managing Messages
Mark as Read/Unread
- Click the circle icon to toggle read status
- Select multiple to mark in bulk
Archive
Archive resolved threads:- Click archive icon
- Access archived in Archive view
Flag/Star
Mark important messages:- Click star icon
- Filter by flagged to see important items
Delete
Remove unwanted messages:- Click delete icon
- Deleted messages move to trash
Notifications Settings
Configure how you receive notifications:Notification Categories
| Category | Options |
|---|---|
| Messages | All, mentions only, none |
| Assignments | All, none |
| Processing | All, errors only, none |
| Expirations | All, within 30 days, none |
Best Practices
Check inbox daily
Check inbox daily
Review inbox regularly to stay on top of important updates.
Use clear subjects
Use clear subjects
Write descriptive subject lines for easy reference.
Link to context
Link to context
Always link messages to relevant contracts or entities.
Archive when done
Archive when done
Archive resolved threads to keep inbox clean.
Next Steps
Agents
Learn about automated workflows and agents.