User RolesAdminStaff contributorExternal ContributorPulse user

Effective communication is essential for collaboration and productivity within Silverfin. With the communication feature, you can effortlessly exchange messages, make notes, and manage tasks within a file. This article provides a detailed guide on how to use communication effectively, manage visibility, and make the most of the available features.

Table of contents 

Communicate at different levels within a file in Silverfin

Communication tab 

Here, you will find an overview of all communication activities on your file's landing page.

  • Unread messages view: see all your unread messages, ensuring you catch every important update.
  • Navigation menu: Effortlessly navigate messages from templates, reports, and documents.
  • Filtering & task management: Gain control over your tasks with filtering options. Access open To-dos instantly and sort messages by type or sender.
A red dot indicates a To-Do that has not yet been resolved.


Communication panel

You can quickly access specific communication within a file by clicking the button in the upper right corner. This opens the panel on the right side.

Specific reconciliation or account template

It is possible to communicate specifically about certain parts of the work file.

Adding Messages (Notes and To-Do's)

You can add messages in few ways:

  1. File Level: Ideal for your general communication within a specific file. 
  2. Specific Reconciliation or Account: Allows for detailed communication regarding specific parts of the work file.
  3. Report: It is possible to add a Note or To-Do to account listed in the report.
  4. PDF and Word documents: when previewing a PDF or Word document, you can simply highlight the relevant text and numbers you want to draw attention to and add a to-do or a note to it. 

Steps to add a Message:

  1. Click on 'Add a message' and select a 'Note' or 'To-Do'.
    • Notes: Use for comments or starting conversations.
    • To-Do's: Assign tasks to users or groups, contributing to the workflow within the file.
  2. Manage Notes and To-Do's in two ways:
    • Current Period: Shows notes or tasks for the current period, handy for time-sensitive reminders!
    • Pinned: Maintains visibility across all periods, with the flexibility to turn off at any time.
    • Periodic: (applies to To-Do's only) Updates take effect for both the current and upcoming periods. A unique task will be generated for each new period.

Mentions

Messages can be targeted using '@' mentions:

  • @username: sends a message directly to an individual and appears in their file inbox.
  • @external: sends a message to all external users, including Pulse users and external collaborators.
  • @internal: directs a message to internal employees following the file.
  • @everyone: sends a message to all the users added to the file. 

Visibility of Notes and To-Do's

  • Notes and To-Do's are  linked to the specific fields in a template, making it easier to see exactly where each comment applies.
  • Messages without specific mentions are visible to all internal users but do not generate email notifications.
  • Completed tasks are archived in the "completed To-Dos" section, which you can find in the comunication panel.

Tips for internal communication layout

  • Bold Text: Put 2 * around your text. Example: **bold**
  • Italic Text: Put 1 * around your text. Example: *italic*
  • Underline: Put an _ around your text. Example: _underline_
  • Combination: _**Use a combination for bold underline**_