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Pinning what matters
Keeping the important document, number or message at the top.
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Step by step
Pin a message or a file
Pinned items sit at the top of the conversation, so the thing you keep scrolling back to stops needing to be scrolled back to.
Take me thereBoth sides see the same pins
Pinning is shared, not private. It is how two people agree what the reference documents are.
Agreed terms pin themselves
When a proposal is accepted its terms are pinned automatically, and that pin cannot be removed — it is the record of what was agreed.