> ## Documentation Index
> Fetch the complete documentation index at: https://docs.verify-group.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Messaging & Notifications

> Communicate with your colleagues through Verify Group's built-in messaging centre and stay informed with the real-time notification system.

## Overview

Verify Group includes a built-in **Messaging** system that lets your team communicate directly within the platform — without needing to switch to a separate chat tool. All conversations are organised into **threads**, making it easy to keep discussions about specific topics, claims, or verifications in one place.

The **Notifications** system keeps you informed in real time about events that are relevant to you — a verification has completed, a claim has been reassigned, a participant has been flagged, or a teammate has mentioned you in a message.

***

## The Messaging centre

### Opening your inbox

<img src="https://mintcdn.com/verify-group/AvAOZGVIqCofasyv/manuals/messaging.png?fit=max&auto=format&n=AvAOZGVIqCofasyv&q=85&s=0259097e6789b83c442573a93ebae427" alt="The Messaging inbox showing a list of conversation threads" width="1196" height="936" data-path="manuals/messaging.png" />

Click **Messaging** in the left sidebar to open your inbox. The main messaging screen is divided into two panels:

**Left panel — Thread list:**
All the conversations you are a participant in, ordered by most recently active. Each thread shows:

* The **thread subject** or the names of the participants
* A **preview of the last message** sent
* The **time** the last message was sent
* A **badge** showing how many unread messages are in the thread

**Right panel — Conversation view:**
When you click on a thread in the left panel, the full conversation opens here. Messages are shown in chronological order, oldest at the top, newest at the bottom. Each message shows the sender's name and avatar, the message content, and the time it was sent.

***

### Starting a new conversation thread

<img src="https://mintcdn.com/verify-group/AvAOZGVIqCofasyv/manuals/messaging_new_thread.png?fit=max&auto=format&n=AvAOZGVIqCofasyv&q=85&s=ca6dfb4cb8a14076169c66466346fc52" alt="The 'New Thread' modal showing the recipient search and subject fields" width="1194" height="937" data-path="manuals/messaging_new_thread.png" />

<Steps>
  <Step title="Click 'New Thread'">
    Click the **New Thread** button (pencil icon) at the top of the thread list panel.
  </Step>

  <Step title="Search for recipients">
    In the **Add people** field, type a colleague's name or email address. Matching results appear as a dropdown — click a name to add them as a recipient. You can add multiple recipients to create a group thread.
  </Step>

  <Step title="Enter a subject">
    Type a **Subject** for the thread. A descriptive subject makes it easier for recipients to understand what the conversation is about and to find it later. Good subject examples:

    * "MTR-24-00918 — Claimant verification query"
    * "Q3 KYC Volume — Planning discussion"
    * "Sanctions alert — Jane Doe review"
  </Step>

  <Step title="Write your opening message">
    Type your first message in the **Message** text area below the subject line. You can format text using the toolbar: **bold**, *italic*, `code`, bullet lists, and numbered lists are all supported.
  </Step>

  <Step title="Click Send">
    Click **Send** to create the thread and deliver your message. The thread immediately appears in your inbox and in the inboxes of all recipients.
  </Step>
</Steps>

***

### Sending a message in an existing thread

<img src="https://mintcdn.com/verify-group/AvAOZGVIqCofasyv/manuals/messaging_new_text.png?fit=max&auto=format&n=AvAOZGVIqCofasyv&q=85&s=33e39699d926e30451be0e333551f219" alt="The message composition area showing typing a reply in an open thread" width="1193" height="931" data-path="manuals/messaging_new_text.png" />

To reply in an existing thread:

<Steps>
  <Step title="Open the thread">
    Click the thread in the left panel to open it in the conversation view.
  </Step>

  <Step title="Type your message">
    Click the **message input area** at the bottom of the conversation view and type your reply. You can use the formatting toolbar for rich text — bold, italic, lists, and code blocks are supported.
  </Step>

  <Step title="Attach files (optional)">
    Click the **paperclip icon** to attach a file to your message. You can attach documents, screenshots, spreadsheets, or any other file up to 25 MB. Attached files appear as downloadable links in the conversation.
  </Step>

  <Step title="Press Enter or click Send">
    Press **Enter** (or **Shift + Enter** for a new line) or click the **Send** button. Your message appears immediately in the thread for all participants.
  </Step>
</Steps>

***

### Receiving messages

<img src="https://mintcdn.com/verify-group/AvAOZGVIqCofasyv/manuals/thread_incoming.png?fit=max&auto=format&n=AvAOZGVIqCofasyv&q=85&s=bac2f05d9036286b5a4ea9d17fd35400" alt="An incoming message in the thread view showing sender details and message content" width="1193" height="939" data-path="manuals/thread_incoming.png" />

When a teammate sends you a message, you receive it in two ways:

1. **Thread badge** — The thread in your inbox shows a coloured badge with the count of unread messages
2. **Notification** — A notification appears in the **Notification Centre** (see below) and optionally as a browser notification if you have enabled desktop alerts

Messages from others appear on the left side of the conversation view, while your own messages appear on the right. Each message shows:

* The sender's **avatar** (an auto-generated image using their initials)
* The sender's **name**
* The **message content** with any formatting preserved
* The **time** the message was sent
* Any **file attachments** as clickable download links

**Marking messages as read:**
Messages are marked as read automatically when you open the thread. The unread badge clears as soon as the thread is in view.

***

## The Notification Centre

### Opening the notification panel

<img src="https://mintcdn.com/verify-group/AvAOZGVIqCofasyv/manuals/notification_center.png?fit=max&auto=format&n=AvAOZGVIqCofasyv&q=85&s=ec0376e27bc04bac889ccbb796eca1c0" alt="The Notification Centre panel showing a list of recent platform notifications" width="1192" height="935" data-path="manuals/notification_center.png" />

Click the **bell icon** in the top navigation bar to open the Notification Centre. This slide-out panel shows all platform notifications in reverse chronological order — the most recent at the top.

Notifications are generated automatically by the platform when:

| Event                                         | Notification                                                      |
| --------------------------------------------- | ----------------------------------------------------------------- |
| A KYC verification completes                  | "Verification for \[Name] is complete — Result: Verified"         |
| A claim is assigned to you                    | "Claim MTR-24-00918 has been assigned to you by Jane Smith"       |
| A participant's sanctions check finds a match | "Sanctions alert: John Doe matched on OFAC SDN List"              |
| A document authenticity check fails           | "Document verification failed for \[Policy Number]"               |
| A colleague sends you a message               | "New message from Mark Johnson in thread: Claims Review"          |
| An invitation is accepted                     | "\[Name] has accepted your invitation and joined \[Organisation]" |
| A claim status changes                        | "Claim LIF-25-00321 has been approved by Sarah White"             |

### Managing your notifications

**Marking as read:**
Click the **checkmark icon** on any notification to mark it as read. To mark all notifications as read at once, click **Mark all as read** at the top of the panel.

**Viewing all notifications:**
Click **View all notifications** at the bottom of the panel to go to the full **Notifications** page, which shows your complete notification history with filtering and search options.

### Notification preferences

You can control which notifications you receive by going to **Account → Preferences** in the left sidebar. On the Preferences page, the **Notifications** section lets you toggle specific notification types on or off:

| Notification category   | What you can control                                         |
| ----------------------- | ------------------------------------------------------------ |
| **Verification events** | Completed verifications, failed checks, manual review alerts |
| **Claim events**        | Assignment changes, status changes, new comments             |
| **Messaging**           | New messages, new threads, mentions                          |
| **Team events**         | New members joining, role changes                            |
| **Security events**     | Login from new device, password changed                      |

<Tip>
  If you are a claims investigator who handles a high volume of verifications, consider turning off "Verification completed" notifications and keeping only "Failed check" and "Manual review required" notifications to reduce noise.
</Tip>

***

## Tips for effective team communication

<Accordion title="Use descriptive thread subjects">
  Always include the relevant reference number (claim number, participant ID, policy number) in the subject line. This makes it much easier for colleagues to find and understand the context of a conversation, especially when dealing with high volumes.
</Accordion>

<Accordion title="Attach evidence directly in messages">
  Instead of sending document links separately, attach screenshots, reports, and files directly to your message in the thread. This keeps all evidence in one place and avoids broken links.
</Accordion>

<Accordion title="Keep claim discussions in claim-specific threads">
  Create a dedicated thread per claim for case-specific discussions. General team conversations (team meetings, policies, announcements) should be in separate threads so that claim-related discussions remain easy to audit.
</Accordion>

<Accordion title="Check notifications at the start of each session">
  Before starting your work each day, open the Notification Centre first to catch up on anything that happened since your last session — new claim assignments, completed verifications, and escalation alerts.
</Accordion>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Claims Management" icon="shield-check" href="/manuals/claims-management">
    Discuss specific claims with your team and manage the investigation workflow.
  </Card>

  <Card title="Dashboard" icon="chart-line" href="/manuals/dashboard">
    Return to your home screen to see a summary of all platform activity.
  </Card>
</CardGroup>
