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Messages.md

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Message Actions

Create New Message

  • "Create New Message" is displayed in the actions dropdown on Case Detail header for all internal users
  • On click of Create New Message, the Create New Message modal displays

Select section/ recipient

  • Required fields

Subject line

  • Is required
  • Free text field

Add message

  • Is required
  • Free text field

On Save

  • Modal closes and success message displays "Your message has been sent."
  • Message is saved and associated with case
  • Message Detail screen is created
  • Message appears in Sent box for sending user and Section Sent box
  • Message appears in the recipient's My Messages Inbox, and the Section Messages Inbox

Reply to a Message

Recipient

  • original sender is displayed read-only as recipient

Subject line

  • current subject is displayed (i.e. the subject line sent in the original message)
  • subject line field is editable

Attachments

  • Displays all documents attached to message in read-only

On Send

  • App remains on Message Detail with success message displayed
  • Sent message displays in My Messages > Sent and Section Messages > Sent box
  • Message displays in My Messages > Inbox / Section Messages > Inbox of the recipient
  • Message thread displays on Message Detail screen

Forward a Message

Select section/ Select recipient

  • User must select section and then recipient from dropdowns

Subject Line

  • current subject is displayed (i.e. the subject line sent in the original message)
  • subject line field is editable

Attachments

  • Displays all documents attached to message in read-only
  • User is able to add up to five total attached documents

On Send

  • App remains on Message Detail with success message displayed
  • Sent message displays in My Messages > Sent and Section Messages > Sent box
  • Message displays in My Messages > Inbox / Section Messages > Inbox of the recipient
  • Message thread displays on Message Detail screen

Complete a Message

Add Comment

  • Optional field - current functionality

On Complete

  • App remains on Message Detail with completed success alert displayed
  • Message no longer displays in any user Inbox
  • Completed message displays in My Messages > Completed and Section Messages > Completed
  • Message thread displays as Completed on Message Detail screen

Create Order/Notice From Message

On click of "Create Order"

  • User selects the title of the order and continues
  • User enter/pastes Order text and saves

Apply Signature

  • On click of Save, app navigates to the Apply Signature screen for all Orders; for Notice, the app navigates back to the Message Detail (because the Clerk of the Court signature is automatically applied)
  • User can skip signature and be brought back to the Message Detail
  • User can apply and save signature

On click of Skip or Save Signature

  • App navigates back to Message Detail screen with success message displayed
  • Order is added to Drafts documents table
  • Order is attached to Message
  • Order is displayed as attachment on Message Detail screen
  • If signature was added, Remove Signature action is displayed
  • If signature was skipped, Apply Signature action is displayed

Message Thread

  • If there is more than one message in a thread, messages are displayed in accordion
  • Current ("active") message is displayed as accordion header
  • Expanded accordion displays all messages sorted newest to oldest

Taking Action on a Draft Document from Message

Draft Document attached to Message

Users can take any of the following actions on a Draft Document directly from the Message Detail Edit

  • For documents created in the system, this will take users to edit the actual content
  • for PDF uploads, this will take users to replace the PDF

Apply Signature (if no signature has been added)

  • Allows users to add a signature to a document and return to the Message

Remove Signature (if the document has been signed)

  • Allows users to add a signature to a document and return to the Message

View Full PDF

  • opens PDF in new tab

Add Docket Entry

  • Visible only for docket / petitions / clerk of the court
  • Allows user to add docket entry for the draft, save or serve the entry and return to the Message

Deleted documents attached to Message

  • A draft document or correspondence document can be deleted while attached to a messages
  • Once deleted, the document title still displays in the message attachments list with the indicator "Deleted"
  • PDFs for deleted documents do not display in the PDF preview