Creating a New Discussion

You can create a new discussion for any file. This option is available for those files you have selected from an entity's document list or following a search. For more information about searching for files, see Searching for Files in Document.

You can also create a new discussion by selecting New Discussion above the discussions list grid of a currently open discussion. For more information about the discussions list grid, see Using the Open Discussion Window.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

To create a new discussion for a file, do the following: 

1. Right-click the file and select Discussions > New discussion from the menu.

   Note: You can also create a new discussion from the currently open discussion by selecting Discussion List > New Discussion.

3. Enter information in the New Discussion window. Explain the components of the window.

Component	Description
File name	Displays the name of the file for which the discussion is being created.
Title	Allows you to enter a title for the discussion.
Body	Allows you to enter the discussion message body.
Format buttons	Allows you to customize the text attributes for the message. You can change the font color, size, style, and justification.
Sticky thread Discussion thread that is pinned near the top of the discussion list, enhancing its visibility and preventing it from being buried by newer posts. button	Click to indicate the discussion is a sticky thread. This action retains the original thread at the top of the discussion list regardless of any subsequent entries posted.
Type of post	Select the type of post for the discussion. Available options include the following:  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. Notification. Creates a discussion that is viewable by all users and notifies selected users. Activates the Send file as selection in the Options section.
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	If Notification is selected as the post type, you can select this option to send the discussion as an email attachment.
Send discussion to external contacts	If email addresses were added for external contacts during firm setup, click to display the list. Otherwise, enter an email address for a recipient outside of the firm.
Send file as attachment	If needed, select to send the discussion as an email attachment to the external contact.

4. Click Save.