Managing Discussions

You can reply to a discussion or send a discussion to an external contact via email. Administrators can also edit or remove posts. These options are available when you have the Document Discussion window displayed while viewing an open discussion.

To display the thread view of an open discussion, select it in any discussion grid.

ClosedEditing a post

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. ClosedExplain the components of the window.
  3. Click Save.

ClosedDeleting a post

In the thread view of an open discussion, click Remove above a post you created to delete it from the discussion. Once the post is deleted, the discussion icon remains and the post shows removed in the discussion list.

ClosedReplying to a discussion

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. ClosedExplain the components of the window.
  3. Click Save.

ClosedSelecting external contacts

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.