eCV Knowledge Base: Adding a Team Member to an Existing Discussion
With eCare Vault, you also have the ability to add a member of a team to an already existing discussion. To do so, follow these steps:
Click on a Discussion Topic in eCare Vault to expand it within the application window. In the top right corner of the discussion, near the Discussion Topic title, click on the ‘Add’ button.
Next to the ‘Add’ button, you will also see the members of the team who are already involved in the discussion.
Clicking the ‘Add’ button will present the ‘Add Participants’ window, where you will be able to add existing Team Members to the discussion.
By clicking on the ‘Select Team Members to share with’ dropdown selector, you will be able to see which Team Members already have access to the discussion, and which members you have the ability to add. To move forward with adding a new Team Member, click on the users name.
Click on the ‘Add’ button in the bottom right corner of the window to add the Team Member to the discussion.
eCare Vault will then ask you to confirm the start of the new discussion. Select the ‘Confirm’ button, and your discussion will be sent.