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 or restricted access to selected documents, for as many days as your workspace sets under "Settings" → "Features" → "External access" (30 by default). 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 whatever you're currently looking at — Click the link icon at the top of the text field. What gets linked is whatever is open in the main area: the document in the PDF viewer, the selected case history entry, or the selected dashboard card. The tooltip names the current target, for example Link this dashboard card. If none of these is open, the document picker opens instead. Clicking the inserted link opens the target.
Insert images, attach files — Images appear directly in the message, documents travel along as attachments (see Images and attachments)
Images and attachments
Images land directly in the message text, documents hang off the message as attachments.
Insert an image — three ways:
Paste it from the clipboard with Ctrl/Cmd + V
Drag the image file into the text field
Click Insert image (image icon at the top of the text field) and pick the file
PNG and JPG are supported, up to 10 MB per image; several images per message are possible.
Attach a file — Click Attach files (paperclip) or drag the file into the text field. Allowed are PDF, Word and Excel files as well as PNG and JPG images. Every attachment appears as a chip below the text field:
An image chip shows a preview; in a sent message, clicking it opens the image at full size in a new tab instead of downloading it
For every other file, clicking starts the download
Long file names are shortened in the middle, so the beginning and the file extension stay visible
💡 A message may also consist of an attachment alone — as soon as a file is attached, you can send it without any text.
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.