Clear notifications by checking the checkbox next to the notification(s).You can expand this section to view details by clicking on the arrow.When the client sends a message, you will receive notification in the SFP pane under the Notifications section or on the Drake Portals website under Notifications.The window keeps track of the conversation on both sides.A single message is limited to 1000 characters, including spaces. To reply, your client enters their message in the text field titled, “Write your message here.”, then clicks Send.Your client will see your message in their Drake Portals account after clicking on their Messenger tab.After you click Send, your message will appear in the Messenger window with a date stamp.You can send as many messages back and forth, as needed. Type your message in the text field, then click Send.Select your client and then click on the Messenger tab.If they’re not set up, see Related Links below for instructions on client setup.To send a message to your client, first check if they’re set up to use Drake Portals.Messaging cannot be disabled for a single taxpayer. On the Drake Portals website go to username > Account Settings > Connect Features > Messenger. To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays > click Close. Export a transcript of your conversations (from the Drake Documents integration only).How do I use the Messenger function in Drake Portals (SecureFilePro TM)?įrom the Messenger tab of Drake Portals, you can:
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