Manage Resource Conversations

Depending on your role in WorkBook, you can manage resource conversations by deleting them, marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals in Resources. These options are available for most resource types, including clients, companies, prospects, and suppliers. Alternatively, you manage prospect and client conversations in CRM.

Note: You must have permission to add, delete, and modify resources to complete this task.

To manage a resource conversation:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource whose conversation you want to manage by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information / to display the resource information card.
5. On the side toolbar of the resource information card, click Conversation .
6. In the left pane of the resource information card, select a conversation.
7. In the right pane of the resource information card, click .
   You can perform the following tasks to manage the conversation:
   • Unsubscribe
   • Add User to Conversation
   • Favorite
   • Get Deep Link to Conversation
   • Show in Inbox
   • Add Reminder
   • Subscriber Settings
   • Clean Up Resources
   • Send Attachments for Document Approval
   • Delete Conversation
8. To add tags, click Add Tag in the right pane of the resource information card.
9. To start or reply to a conversation, use the Comment field and click Public or Private.
   • Public: the conversation is visible to all companies in WorkBook and their employees.
   • Private: the conversation is visible only to the selected company and its employees.