Commenting on a Document

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

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  • Add your comment in the comment box

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  • 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

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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.'

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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'

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