How to Use Boardroom's Client Messaging Center

Boardroom’s Client Messaging Center makes it easy to communicate directly with your clients and securely share important files—all from within their Boardroom dashboard.

Start a New Client Conversation

1. Click Client Messaging in the main menu.
2. Select the client you want to communicate with.
3. Click + New to start a new chat.
4. Enter your message and send it.

 

Your client will be notified in two places when you send a new message:

• Email: Your client will receive an email notification letting them know they have a new message.
• Inside Boardroom: The message will appear in their dashboard the next time they log in.

This gives your clients an easy way to stay on top of important communications without having to rely solely on email.


Share Files with Your Client

You can also use Client Messaging to securely share files with your clients.

When sending a message:

1. Click the attachment option.
2. Select the file you want to share.
3. Choose the appropriate file type.
4. Send the message.

The file will be shared with your client and will also be available in the conversation's Documents tab.

Review Shared DocumentsTo view files that have been shared with a client:

1. Open Client Messaging.
2. Select the client.
3. Click the Documents tab.

The Documents tab provides a central place to review files that have been shared with that client through Boardroom.

Keep Client Communication in One Place

The Client Messaging Center gives you a simple way to keep client conversations and shared documents organized within Boardroom. Instead of managing communication and files across multiple systems, you can communicate with your clients and access their shared documents directly from their dashboard.