How to Create a New Phone Message in Liradocs Mobile App

Creating phone messages in Liradocs allows you to track all calls and communications efficiently, link them to matters or contacts, and set notifications if needed. Follow these steps to create a new phone message:

Steps to Create a Phone Message

1. Open the Menu
   Go to the menu in the Liradocs mobile app.
2. Select Phone Messages
   Click on “Phone Messages” to open the messages page.
3. Start a New Message
   Click on the plus (+) icon to create a new phone message.
4. Fill in the Details
   • Assignee: Select the staff member responsible for the message.
   • Related Matter: Choose the matter this message is associated with.
   • Contact: Select the contact you are communicating with.
   • Phone Number: Enter the phone number of the contact.
   • Message: Write the content of the message.

5. Set Notifications (Optional)
   You can choose options such as:

   • Notify via Email
   • Callback Required
   • Will Call Again
   • Urgent

   For example, you can select Notify via Email to alert the recipient.

6. Create the Message
   Once all details are filled in, click the “Create Message” button.

Your new phone message is now successfully created and visible in the Messages page.