Searching, sharing and deleting conversations

What it is

Every conversation you have is kept in the left sidebar, grouped under «Today», «Yesterday», «Previous 7 Days», «Previous 30 Days» and «Older». From there you can find a conversation, rename it, share it with a link or delete it.

Why it helps

A matter you opened months ago is back in a few seconds. You can send an analysis to a colleague without copying and pasting, and keep your list tidy.

How to get started

1. 1

   Search for a conversation

   Click «Search...» above the list. In the «Search chats» window, type words from the conversation. With no text, you see your «Recent Chats».

2. 2

   Narrow it down with filters

   Select «Attachments», «Document Drafting» or «Shared», or set a date range under «Created date». To reset them, click «Clear all filters».

3. 3

   Rename it

   Hover over the conversation and click the three dots («Options»), then «Edit Name». Type the new name and click «Change Name». A name such as "Residential lease, extrajudicial notice" is easy to find later.

4. 4

   Share it with a link

   From «Options» select «Share», then click «Share link» in the «Share conversation» window. The link is copied and ready to send. To stop sharing, open the same window and click «Stop sharing».

5. 5

   Delete it

   From «Options» select «Delete». In the «Delete Conversation» window, confirm with «Delete».

Tips

• Anyone who has the link can open the conversation. Your name and any messages you send after sharing are not visible. Send the link only to people who should see the conversation and, when it is no longer needed, click «Stop sharing».
• If the conversation has attachments, the delete window shows a switch, «Delete attached documents?». If you turn it on, the conversation's documents are deleted too. If you upload them again, their pages will be charged again.
• If you cannot find an older conversation, click «More Conversations» at the end of the list or, if the search finds nothing in the last 12 months, «Search All Conversations».