Managing Discussions

The Edit Discussion window allows the person who created a post to make changes or updates to it.

To edit a post, do the following: 

1. Click Edit above a post you created.
2. Make any changes in the Edit Discussion window. Explain the components of the window.

Component	Description
File name	Displays the name of the file associated with the post.
Title	Allows you to change the title for the discussion.
Body	Allows you to change the post's message body.
Format buttons	Allow you to customize the text attributes for the message. You can change the font color, size, style, and justification.
Sticky thread button	Click to indicate the discussion is a sticky thread. A post marked as "sticky" is pinned to the top of the discussion list regardless of any subsequent entries posted.
Type of post	Normal. Creates a discussion that is viewable by all users. Deactivates the Firm users and Send file as options. Whisper. Creates a discussion for designated Firm users only. Deactivates the Send file as option. If a post was created as a Normal post, it cannot be changed to a Whisper and that option is not available as an option. When editing a Whisper post, you cannot edit the selected Firm Users or External Contacts. Notification. Creates a discussion that is viewable by all users and notifies selected users. Deactivates the Send file as option.
Firm users	Select one or more users who will have access to the whisper discussion or who will be notified when the discussion receives a new or edited post.
Send file as	Select to send the discussion as an email attachment.
Send discussion to external contacts	Use to enter email addresses for external contacts. Email addresses should be separated by a semicolon. Email addresses previously selected in the Select External Contacts window display in this section.

3. Click Save.

In the thread view of an open discussion, do the following: 

1. Click Reply above the post. The Reply to Discussion window displays with the post you are answering displayed at the top.
2. Make any changes in the Reply to Discussion window. Explain the components of the window.

Component	Description
File name	Displays the name of the file associated with the post.
Title	Allows you to change the title for the discussion.
Body	Allows you to change the post's message body.
Format buttons	Allows you to customize the text attributes for the message. You can change the font color, size, style, and justification.
Quote button	When text is selected in the original message box, clicking the quote button will add the selected text to the body of the new message, along with the date, time, and user ID of the person replying to the message.
Type of post	Normal. Creates a discussion that is viewable by all users. Deactivates the Firm users and Send file as options. Whisper. Creates a discussion for designated Firm users only. Deactivates the Send file as option. If the original post was created as a Whisper, the reply will also be created as a Whisper. When replying to a Whisper post, you cannot edit the selected Firm Users or External Contacts. Notification. Creates a discussion that is viewable by all users and notifies selected users. Deactivates the Send file as option.
Firm users	Select one or more users who will have access to the whisper discussion or who will be notified when the discussion receives a new or edited post.
Send file as	Select to send the discussion as an email attachment.
Send discussion to external contacts	Use to enter email addresses for external contacts. Email addresses should be separated by a semicolon. Email addresses previously selected in the Select External Contacts window display in this section.

3. Click Save.

The Select External Contacts window displays if you click when creating, editing, or replying to discussion posts.

To select an external contact for emailing, do the following: 

1. Click.
2. Select a contact or contacts from the list that displays.
3. Click OK.