---
title: "Using Client Access PLUS Messages"
slug: "using-client-access-plus-messages"
updated: 2026-11-12T15:54:54Z
published: 2026-11-12T15:54:54Z
canonical: "docs.interprose.com/using-client-access-plus-messages"
---

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

# Using Client Access PLUS Messages

## Overview

Client Messages provides secure communication between agency users and Client Access users. Messages can be sent directly to a client or associated with an account, allowing conversations and related attachments to remain available in ACE.

Client Messages is available with the Client Access PLUS add-on.

## Access Client Messages

Agency users can access Client Messages from several locations in ACE.

### View All Client Messages

Go to **Clients → Messages** to view Client Messages across the clients you have access to.

### View Messages for a Client

1. Go to **Clients → Profiles**.
2. Select a client.
3. Select **Client Messages** from the sidebar.

The message list is filtered to the selected client.

### View Messages for an Account

Open an account and select **Client Messages** from the sidebar.

The message list is filtered to the selected account.

Client Access users can access messages from **Clients → Messages** or **Communication → Messages** and can only view messages for clients they are authorized to access.

## Use the Mailbox

Select a folder to choose which messages to view, then use the quick filters or search field to narrow the list.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/View All Client Messages.png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A33%3A26Z&se=2026-11-13T04%3A33%3A26Z&sr=c&sp=r&sig=mx3k2kL608hvkip%2BBr1udKRKPaNyP1%2BJrOf%2BQ4pIj%2F4%3D)

Image Displays All Client Messages

| Folder | Displays |
| --- | --- |
| Inbox | Messages received from the other side. Agency users see client messages; Client Access users see agency messages. |
| Starred | Messages marked with a star. |
| Sent | Messages sent to the other side. |
| Archive | Archived messages, when archiving is available to your user. |

### Filter Messages

![Client Messages folders, search field, and All, New, Needs Reply, and Needs Attention filters](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/clipboard(1).png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A33%3A26Z&se=2026-11-13T04%3A33%3A26Z&sr=c&sp=r&sig=mx3k2kL608hvkip%2BBr1udKRKPaNyP1%2BJrOf%2BQ4pIj%2F4%3D)

Image Displays Mailbox Folders, Search, and Quick Filters

| Quick Filter | Displays |
| --- | --- |
| All | All messages in the selected view. |
| New | Unread messages. |
| Needs Reply | Unread messages that are not marked important. |
| Needs Attention | Unread messages marked important. |

Use the search field to find messages by account, client, or text. For example:

- `debt:110204226` filters by Debt ID.
- `client:SAMPLE1` filters by customer client code. You can also use the client ID.
- Enter a word or phrase to search message text.

You can use an equals sign instead of a colon in account and client filters. Click the **X** in the search field to clear the filter.

## Send a New Message

1. Open **Client Messages** and click **Compose**.
2. Enter a **Subject**.
3. Enter the message text. Use the editor controls to apply formatting or add a list.
4. For an account-specific message, enter or verify **In regards to account**. ACE looks up the account's client automatically. If you opened Client Messages from an account, this field is already populated.
5. For a message without an account, select the applicable client. Client Access users may see **On Behalf of Client** when they have access to more than one client.
6. Add attachments, if needed.
7. Click **Send**.

A subject, message body, and client association are required. An account association is optional. If you enter an account, ACE validates it before sending and selects its client automatically.

> **Please Note:** Client Messages does not save drafts. Closing the compose window discards the unsent message.

![New Message window showing subject, formatted message body, account reference, client selection, and Send button](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/clipboard.png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A33%3A26Z&se=2026-11-13T04%3A33%3A26Z&sr=c&sp=r&sig=mx3k2kL608hvkip%2BBr1udKRKPaNyP1%2BJrOf%2BQ4pIj%2F4%3D)

Image Displays the New Message Window

## Add and Download Attachments

### Attach a File From Your Computer

1. In the compose or reply window, click **Attach file**.
2. Select the files from your computer.
3. Review the attachment list and remove any files you do not want to send.
4. Click **Send** when the message is ready.

### Attach an Existing Account Document

1. Associate the message with the applicable account.
2. Click **Attach account document**.
3. Select the account documents to include.
4. Click **Attach**, then send the message.

![Attach account document dialog with an account document selected and an Attach button](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/clipboard(2).png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A33%3A26Z&se=2026-11-13T04%3A33%3A26Z&sr=c&sp=r&sig=mx3k2kL608hvkip%2BBr1udKRKPaNyP1%2BJrOf%2BQ4pIj%2F4%3D)

Image Displays Account Document Selection and the Attach Button

Attachments follow ACE document validation rules, including restrictions on unsafe file extensions and filenames. Files inside a ZIP are subject to the same restrictions.

### Download an Attachment

Click the attachment name below a message to download the file.

## Read and Reply to a Message

1. Select a message to open its conversation thread. Opening a message marks it as read.
2. Review the message and any replies. Click a long message to expand or collapse it.
3. Click **Reply**.
4. Enter your response and add attachments as needed.
5. Review the account association. If the message already has an associated account, the account field is disabled.
6. Click **Send**. The reply is added to the conversation thread.

![Client message conversation showing its subject, message text, attachment, and Reply button](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/clipboard(3).png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A33%3A26Z&se=2026-11-13T04%3A33%3A26Z&sr=c&sp=r&sig=mx3k2kL608hvkip%2BBr1udKRKPaNyP1%2BJrOf%2BQ4pIj%2F4%3D)

Image Displays a Message Conversation, Attachment, and Reply Button

Replies inherit the original subject. Use the back arrow, select a mailbox folder, or use your browser's Back button to return to the message list.

## Manage Messages

- **Star or unstar:** Click the star beside a message. A filled star indicates a starred message.
- **Mark read or unread:** Hover over a message and select the read/unread action. Unread messages have a shaded background.
- **Archive:** Hover over a message and select the archive action.
- **Restore:** Open **Archive**, hover over the message, and select the restore action. It returns to its original mailbox folder.
- **Delete:** Hover over a message and select the delete action.

Archive and delete actions appear only when your agency permissions or Client Access template settings allow them.

For administrator setup, see [**Configuring Client Access PLUS Messages**](https://docs.interprose.com/docs/configuring-client-access-plus-messages).