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Quick Start Guide & Tutorial Video (Client)

  • Updated

Who can use this feature?

Clients

At Qwil, we know that no one has time to read long instruction manuals. Tools have to be intuitive for both staff and clients to use, with limited training required.

This is why we have summarised everything you need to know into this single pager along with a short training video to see all you need to know in action.

 

What to expect? 

  • A 5 minute video showing the key features of Qwil Messenger
  • Learn how to start a chat and send a document
  • Understand menus and where to access your account settings

 

Why would I use Qwil?

With Qwil you know everyone is who they say they are (as everyone is invited on the platform) and messages are received and read with no risk of interception. Qwil not only replaces encrypted email but becomes the main communication tool between staff and their clients. Read how we can make your life easier here. 

 

Tutorial video - Become an expert in minutes

  • In just 5 minutes, you will learn everything you need to know about using Qwil Messenger.
  • Learn how to manage your account, understand the menus, and how to coordinate conversations. 
  • See how to share documents or take pictures (for example of passports) directly via Qwil to facilitate on-boarding.

 

 

Understanding the left menu

Go to the left menu to access your Chats and your Contacts. The contact list includes staff you are connected to and your personal contacts (partner for example) and is defined by the organisation. Staff can also include their colleagues when and if required even if you are not connected to them. 

Screenshot_2021-05-20_at_10.07.33.png

Go to the left menu to access your Chats and your Contacts. The contact list includes staff you are connected to and your personal contacts (partner for example) and is defined by the organisation. Staff can also include their colleagues when and if required even if you are not connected to them. 

 

Send your first message to a contact

Starting a chat thread in Qwil is very similar to how you've been used to with email: create a new email (start a chat), add a subject (Chat title) and then add participants (add user). 

    1. Click on create chat icon.Screenshot_2022-03-29_at_13.04.22.png 
    2. Search and select one or more participants.
    3. Name the chat.
    4. Click Create.
    5. Type a message and press send.

create_chat.gif

For more information on getting started with new chats click here.

 

Share a document with a contact

Once a new chat thread has been started there are 2 ways to send attachments from the web app. Either from the paperclip icon next to the message and Select one or more files to send from your computer OR Drag and drop files from your computer directly to the chat window. Click Send. Learn more

 

Screenshot_2021-05-20_at_10.59.39.png

 

 

The chat menu (right)

The right menu when in a chat enables you to edit a title, add or remove participants, search, view documents/pictures and export the transcript. Learn more.

Screenshot_2021-05-20_at_12.00.58.png

 

Account Settings

From Your Profile dropdown, you are able to navigate to pages where you can edit your profile picture, contact details, set your preferences and change password.

 

S54.1.png

 

What is next?

Now you have an understanding of how Qwil Messenger works, try using Qwil on mobile:

 

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