Create Comment

1. Click on the icon

 

 Available when user clicks on Filename or on their action For Comment

 

2. Select appropriate markup/s to associate with Comment

     

3. Enter Comment Title and Comment in fields provided

 

    

 

3. Click on to spell check the contents entered in the Comment Title and Comment.

4.  Click on  icon to distribute to others within the Workspace team (see Distribute).

Active Users on the Document Distribution List will be pre-populated.(incl. Publisher of documents but excluding comment creator if on the document distribution list.)

Additional Users distributed with actions shall be displayed in BOLD and added to the Document Distribution list.

 Select box for private comment

Check Notify Unread Comment to add users to the Comment Distribution List (CDL).

All responses to Private Comment will be private by default.

 

 

5. Option to complete associations is available, namely,

Associate Documents and Comments,

Associate Forms,

Attach External documents,  

 

 

6. Click on Send to create comment

 Only users on the CDL will be notified of an unread comment.

Note: The Instant Email Notifications defined above will trigger emails for new document actions only. Unread Comment Email Notifications shall be triggered based on User Preferences of Normal Comments.

 

7. Click on Save Draft to create draft comment

  

 

FAQ's:

Q: I want to notify unread comment to users who are on the Revision Distribution List but inactive on the Workspace

A: Only Users who are active on the Workspace will be pre-populated at the Distribution List.

 

Q: I do not want the users at the Distribution List to be notified of an Unread Comment.

A: Only Users against whom Notify Unread Comments is marked ON will be notified of an Unread Comment and added to the Comment Distribution List.

 

Q: I do not want any users to be notified of an Unread Comment.

A: Atleast one user must be notified of an Unread Comment and added to the Comment Distribution List. .

 

Q: I want to trigger separate Email notification for document actions.

A: You need to mark the Instant Email Notif checkbox as ON to trigger Email on Document actions.

 

Q: I do want to be notified via Email notifications for No Comments created by other users.

A: You need to mark your User Preference of No Comments as OFF.

 

Q: I do want to be notified via Email notifications for Unread Comments.

A: You need to mark your User Preference of Normal Comments as OFF.

 

Q: I am not able to create any comments or markups in one of my Workspaces

A: The ability to create comment is available only for the users with “Can Create Comments" Workspace level privilege assigned to them

 

Useful Links:

Create Markup

View Comment/s

Respond to Comment

View Markup/s