One of Parallel's objectives is to reduce the use of email for information exchange, as there are risks and limitations to using email for this purpose, in particular, we believe that it is not a good tool for long conversations due to the loss of context.
That's why at Parallel we have introduced the possibility of having conversations around the information you request from your recipients.
Note: If you have received a Parallel and you do not know how to leave comments, you can also refer to this article. |
Send comments to your recipients
Once you have sent the parallel to your recipients, they will be able to communicate with you through the platform, and you can communicate with them. Let's see how.
When you enter a sent parallel, you will see the REVIEW tab. From there, you can view and review the information and documents that your recipient uploads.
Would you like to leave a comment to clarify or correct something?
If you notice something is incorrect and want to leave a specific comment about that issue, click on the icon located in the top right corner of the corresponding field.
If you need to add a general comment for your client, instead of a specific question, you can do so by selecting the Comments tab and adding a general comment that your client will see throughout the entire process of completing the parallel.
When you click on the message icon or "Add comment," a text box will open in the Comments tab. All you have to do is type your message and click "Send." It's that simple!
You can write as many consecutive comments as you like, and they will be sent automatically. We won’t notify your recipient until 15 minutes have passed without new messages. This way, we group all new comments into a single notification to avoid cluttering their inbox.
If you need to make a note about the conversation that you don't want your recipient to see, this article explains how you can do it. |
How to know when the recipient responds
As we do with the comments you write, we group the comments of your recipient to notify you after 15 minutes with all the answers and comments of your recipient.
You can access these comments from the notification email or the notification within the platform.
In the table of contents located on the right side of every petition, you can quickly see the fields that have new comments, review them by clicking on the field icon, and reply to them if necessary.
Messages will be “read” after opening them, but if you want to review them later, you can mark them as “unread”.
