Messages on a document between trading partners
Ask about a line, a price or a date on the document itself. Messages on a document are seen only by your business and the trading partner it is between, and are kept with it.
Each document you and a trading partner send each other on to.co has a Messages section. Use it to ask about a line, a price or a delivery date, on the document itself, instead of in a separate email.
Write a message
- In my.to.co, open Documents and open the document. It is under Received if your partner sent it, or Sent and drafts if you did.
- Under Messages, write in Message.
- Choose Send message.
A message is plain text, up to 4,000 characters. Owners and Finance members can write messages.
Who sees them
Only your business and the trading partner on the document. Messages are kept with the document. Your partner sees your business's name beside each message. Inside your own business, you also see which person wrote it.
What to know
- A draft has no messages. They start once the document is issued.
- You cannot edit or delete a message once it is sent.
- No email is sent when a message arrives. Open the document to see new ones.
- A message does not change the document. To accept, query or reject a document formally, choose Respond. Your answer goes to the other business as a signed document of its own.
- Messages are for documents between trading partners on to.co. A customer you emailed a document to cannot write messages on it.
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