Send a Message to a Service Provider in the Document Management System

Strata Managers can send a message to Service Providers whenever they have questions or need clarification on an Invoice that they're reviewing in the Document Management System (DMS). 

Send a Message to a Service Provider in the DMS

1. Go to the Document Management System (Documents Icon )

2. Click the 'Invoices' tab

3. Select the Invoice

4. Click the PDF Icon or the Contractor Name 

5. Scroll down to the Invoice page and select 'Message Service Provider' 

6. Enter a Message

7. Attach files by clicking the Paperclip Icon

Messaging is only available when an Invoice is linked to the Job in the Portal. When a Job is linked to an  Invoice, look for the Wrench Icon and Issue under the Strata Manager's name.

For more information, please see How to Link an Invoice to a Job.

Strata Managers should contact us with any further questions regarding this process.