Communication Center
Record-bound conversations. Each file keeps one pulse so approvals and mentions stay on the document instead of a side chat.
Where to find it: Left menu → Communication Center → Pulse
Step 1
Left menu → Communication Center → Pulse. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Search recent pulses or open the thread for a bill, journal, order, or payment. Reply in that thread so the next person sees the context on the file.
Step 3
The thread should show your message with the author and time. Opening the source file should show the same conversation.
Yes. Pulse is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. A pulse belongs to one file. Start from the document, or pick a recent thread here.
