Communication - notes / to-do's and formatting

Guidance:

Communication in Silverfin is how we will create our notes for manager, notes for partner, review points etc. so will bring together what used to be lots of individual documents, into one communication centre.

You will receive notifications and messages within Silverfin from your colleagues to let you know that files are ready for review, or that you have a review point to clear - this will work in a similar way to being tagged in social media like Twitter, Instagram or Facebook etc. Please note that tagging should only be used in specific circumstances, mainly:

1. Planning is ready for completion - tag manager
2. Assignment is complete and ready for review - tag manager (or ultimately tag partner)
3. Section or file has been reviewed and review points have been raised and are ready to clear - tag preparer
4. Review points have been cleared - tag manager or partner
5. Costs on the assignment have exceeded a pre agreed level and further instructions should be sought before proceeding - tag manager
6.  A critical point has arisen on the file that is preventing all further progress - tag manager

Most of these points will therefore be raised at the client home screen level. 

Please note that all tagged comms will generate and be included in a summary daily email for the relevant individual to ensure that they are aware that an action is outstanding. 

You can also use formatting within your communication.

Step-by-Step:

The help guide from Silverfin on how Communication works is here

The help guide from Silverfin on how Notifications and Messages works is here (second section)