Collaboration in amaise offers you two 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")
This article describes the direct chat method.
Open collaboration
Open a case
Click the Collaboration icon in the left navigation bar
Create a new chat request
Click Start new request
Select a recipient who is not a coordinator — the chat request will be created automatically
The subject is generated automatically from the case reference ("Assessment for {case reference}")
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 reference a document directly in your message. 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 as urgent. The recipient will then see that your request has 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 The request will be withdrawn and the recipient informed accordingly.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 as answered
Then you can archive the request via Archive request
Archived requests remain visible in the case but are hidden from the active list.