Collaboration in amaise offers you three ways to work with others:
Direct request (chat) — Ask a colleague or an external person a quick question via chat. This is the easiest and fastest way. (This article)
Formal request to external service providers — Send a structured request to an external service provider (e.g., an expert office). These requests follow a formal process with assignment, response, and review. (See "Collaboration: Request to External Service Providers")
Mention a colleague — Address someone directly in a case note or a dashboard answer with @; they get a bell notification and an email. (See "Case notes: Notebook")
This article describes the direct chat method.
Open collaboration
Open a case
Click the Collaboration icon in the tool bar on the right edge of the screen
Create a new chat request
Click New request
In the Expert field, select a person who is not an administrator — the chat request will be created automatically
The subject is generated automatically from the case reference ("Assessment for {case reference}")
If the recipient is an external person without access to the case, the request is not created right away — the form points this out ("You need to grant access first") and lets you grant access directly: full access for 30 days or restricted access to selected documents. More on this: Collaboration: Access Management
Write messages
After creation, the chat history opens. You can:
Send messages — Write your question or information directly in the chat
Insert text from the document — Highlight a passage in the document and insert it into your message
Link a document in the text field — Click the document icon in the text field to insert a link to the document currently open in the reader. The linked document can then be opened with one click.
Attach files — Attach additional files to your message
Mark request as urgent
You can mark a request as urgent. To do this, click the three-dot menu next to the request and select Mark request as urgent. The recipient will then see that your request has priority.
In addition, the subject line of the notification email receives the [Urgent] tag (right after the automatic [amaise] prefix), so the recipient immediately recognizes the urgency. This tag appears only in the email — in the app, the request shows the "Urgent" priority.
Cancel request
If you want to withdraw a request, click the three-dot menu next to the request and select Cancel request. The request will be withdrawn and the recipient informed accordingly.
Receive a response and continue chatting
As soon as the other person replies, you will see the message directly in the chat history. The recipient will be notified by email. You can:
Send more messages — Ask follow-up questions or send additional information
Exchange files — Send and receive files directly in the chat
💡 You will automatically receive an email notification as soon as your request has been answered.
Close request
When your question is answered:
Click Mark request answered
Then you can archive the request via Archive request
Archived requests remain visible in the case but are hidden from the active list.
If a question comes up again after completion, you can reopen a request to an external person via the three-dot menu and Reopen request.