Message and Inbox

Vendors and contracting officers need to be able to communicate with each other throughout the opportunity and award process. Vendor Management (VM) has a built-in messaging functionality that enables contracting officers and vendors to handle more of their workflow in one central location and associate existing data and documents with messages.

Users have access to an inbox to view and manage all ongoing correspondence, and can also view opportunity-specific messages in individual opportunity summary views.

View messages inbox in VM

To access your messages inbox in Vendor Management (VM), click the MESSAGES tab. The MESSAGES tab displays two sub-tabs: Inbox and Sent.

Open a message in inbox

The Inbox tab displays message threads with the most recent message threads at the top. To open and view a full message thread, click the message.

When you open a message thread, you can take the following actions:

• Link to opportunity: Directs you to the opportunity associated with the thread.
• REPLY: Opens a new message card, enabling you to choose a template (if applicable), compose response message, and attach any files to the message.
• MARK AS READ: Marks the thread as read.
• EXPAND: Expands the thread to take up the whole screen.

View message summaries

The out-of-the-box integration with Appian's Native AI engine (default configuration) generates concise summaries of message threads.

View sent messages

The Sent tab displays all message threads you sent, with the most recent message threads appearing first. Click a message to open and view the full thread.

When the message thread is opened, you can take the following actions:

• Link to opportunity: Directs you to the opportunity associated with the thread.
• REPLY: Opens a new message card, enabling you to choose a template (if applicable), compose response message, and attach any files to the message.
• EXPAND: Expands the thread to take up the whole screen.

Compose a message in VM

In Vendor Management (VM), from the Inbox, compose a new message by clicking on COMPOSE MESSAGE. Fill in the following information about your message:

• Message Type: Choose opportunity or award for which you want to compose the message.

• Opportunity: Enter an opportunity title or ID to associate the message to.

  • Note: You cannot search for sealed bid opportunities in the Opportunity field until the proposals are unsealed.
• Vendor: Choose the vendor.
• Vendor User Recipient(s): Choose the vendor user recipients.
• Contracting Office Recipient(s): Choose the contracting officer recipients.
• Create a message using a…: Choose Custom Message or Templated Message.
• Template: Choose the template (if applicable) for your message. After selecting a template, the Subject and Message fields auto-populate with the template text and formatting.
• Subject: The message subject.
• Compose Message: The message body.
• Attachments: Any files you want to attach to your message.

Message templates in VM

When composing messages in Vendor Management (VM), contacting officers and managers may encounter repetitive or routine messages for each opportunity. VM provides the ability to create message templates to use as a starting point while corresponding with vendors.

Configure message templates

To configure message templates, go to the Configuration tab, and click Messages. You can see a list of existing templates with their name, subject, status, last modified by, and last modified on information.

To create a new template, click +CREATE TEMPLATE and enter the template name, subject, active status, and message.

View messages in opportunity summary

In Vendor Management (VM), messages between vendors and contracting officers can also be viewed directly on the associated opportunity summary view. To view the message threads, go to an opportunity summary view and click the Messages tab. From this view, you can view, manage, and respond to messages from vendors, as well as compose new message threads.

Note: For sealed bid opportunities, the Messages tab is hidden.

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