Communication in the system

Table of Contents

Navigator 365 has many ways of communicating with other team members. Options available:

Consult #

When participating in any type of workflow, there is a possibility that your task needs to be consulted with someone. You can pass any information by using the “Consult” option in your workflow. To consult, first, open your document. Go into the Workflow section by selecting the Workflow tab in the tab panel, usually in the top-right corner of your working area. Inside you will find the workflow history and the action that needs to be taken. Next to your typical buttons, there is also an expandable button. By pressing it, there will be an option called “Consult with” which is what we are looking for. After clicking the button, the pop-up will appear on your screen. From there you can simply select a user whom you want to consult your task with and write your message. The receiving person will be notified about the consultation and will be required to take further action in this workflow. The workflow won’t continue until the person notified responds to it. Note that using this option adds permission to the selected user.


Comments #

Commenting is the most popular way of communication in NAVIGATOR365. It is used for writing quick messages attached to a document and can be used for notifying multiple users at once and for keeping longer conversations. In this place, you can also make notes or additional info just for yourself.

To start, open the document that you want to comment on. On the top right corner of your screen press the “Comments”, which will lead you to the comments tab. What you see first are previous comments (in case there are any). You can add your comments at the bottom of the list. It is worth noting that you can mention other users by writing their names after the “@” sign. Under the 3 dots sign you can also find options to add a screenshot or a file to the comment. Once the Notify by email about new comments is ticked the system will email the user with new comments for this document.

After saving the comment, users will be immediately notified about the comment. Everybody who has permission to view this document will also be able to see your message (unless your form is configured otherwise). The person mentioned with the @ sign will gain permission to view the document.


Once the comment has been sent the recipient will get a system notification in the top right part of the screen with a number on the bell. Once clicked the description of the notification can be seen.

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