Comments can help users collaborate and share ideas and suggestions related to the document and contract. The comments feature keeps conversations related to the document in a single location, making it easier to reference later.
To Add a Comment to a Document:
- Highlight the text you'd like to add a comment to
- Click on the Comment icon that appears at the top of the selected text
- Add your comment in the comment box
- Select viewing rights:
- Public: everyone on the document can see your comment)
- Internal: only members of your organization can see your comment Note: Internal comments will be highlighted yellow
- Once you've made your comments, click the blue 'Comment' button to post your comment
Note: that once a comment has been posted, you cannot change visibility.
Replying to and resolving comments
To reply to a comment:
- Select the comment you'd like to reply to by clicking on the speech bubble icon in the text
- Enter your response in the field labeled 'Reply' and click the blue 'Comment' button. Note: The visibility of replies will remain the same as the initial comment.
- When ready to Resolve and Hide a comment, select the comment you would like to resolve and click the blue Check Mark
Viewing Comment History
- All comments and replies made on the document can be viewed under the Audit tab in the summary sheet by clicking 'Audit' and then clicking 'Comments.'
Uploading Comments from Word
- Enter Edit mode on a document and select the 'Import document' button from the editor toolbar, OR drag-and-drop the Word document onto your screen
- In the import modal dialog, select your Word file using the 'Browse' button
- Select the 'Import Comments' checkbox
- Set the visibility of the comments to either Internal or Public
- Click 'Import'