Minimum Version Required: 22.01
Steps
How to use eChat
1. Click the eChat icon in the upper right corner of the Encompass site to open the eChat overlay
2. The overlay defaults to the ‘Recent’ tab; this shows your most recent conversations, the newest at the top
Available message options include Save message, Edit group, and Mute (person or group)
Click the top thread to open the eChat window
Add your content in the empty message field and hit the enter key to send a message. Available message functionality includes:
Enter (rich) Text Search Chat History
Add Links Copy or Create New Task
Upload Documents Send
Clear Formatting Mute
3. The Directory tab allows you to view a directory of Users or Groups and search by keyword for User, Title, Group, or Department
Click the name of the User or Group to open the eChat window
To create a new group: search and select multiple users then click Create Group button
Click the ✎ icon to edit group members, name of group, group icon, or delete the group. Changes are visible to ALL group members
4. The Saved tab allows you to view Saved messages and unsave when no longer needed
5. Use the gear icon to find Settings
Sound Alerts - mute Sound Alerts only
(RED indicator will persist if not Muted at User/Group level)
Clear All Notifications - Clear the RED indicator from all eChat threads (User and Group)
Clear Data - Clear all current data; first step in troubleshooting irregular behavior
Alert Subscriptions - Subscribe and unsubscribe to alerts
Click the pop-out icon to open eChat in a full page view