Communicating and Sharing Files with Experts | Savio

Communicating and Sharing Files with Experts

Once you have invited an expert to bid on your project, you may communicate with the expert and share files with them using the Savio project chat room. Use the chat room to direct questions to the expert, respond to questions from the expert, or share files.

Each project has its own project chat room, and each expert has a separate chat log. Experts are sorted into of three tabs, based on the status of their proposals:

  • Pending lists experts that have submitted a proposal that has not yet been accepted or declined.
  • Accepted lists experts that have had proposals for the project accepted.
  • Declined lists experts that have had proposals for the project declined.

Select an expert to view the chat log specific to that expert.

The chat log on the right lists all project-related notifications and communications with the selected expert. Each entry has a time and date stamp that indicates when it was sent. Comments and notifications sent by you also display a single or double checkmark next to the time stamp. A single checkmark means the message or notification has been sent to the expert, while a double checkmark means the expert has read the message or notification.

To use the project chat room to communicate with the expert:

  1. Select Projects from the left navigation menu.
  2. Select the My Projects tab. My Projects shows a list of projects for which you or one of your companies is the project owner.
  3. Click on a project name. The project page displays information about the selected project and a list of the experts that have been invited to bid for the project.
  4. Select the expert that you want to communicate with from the list of invited experts. If necessary, select the appropriate tab to locate the expert. The chat log shows the most recent project-related notifications and communications with the selected expert.
  5. In Enter message, type the message you want to send to the expert.
  6. If you want to share a file, click the paperclip icon and browse to and select the file to share.

    Note: You may also share files with an expert by adding a document to the project.

  7. Choose Send to send the message to the expert. The message or file is added to the chat log with a time and date stamp.