1. Click on the icon
Available when user clicks on Doc. Ref. or on their action For Comment.
Availability of 'Create Comment' icon may depend upon whether the 'Commenting' activity is locked or unlocked for the selected file.
2. Enter Comment Title and Comment in fields provided and select appropriate markups to be associated with comment.
3. Click on to spell check the contents entered in the Comment Title and Comment.
4. Click on icon to notify to others within the Workspace team (see Distribute).
Active Users on the Document Distribute List will be pre-populated.(incl. Publisher of documents but excluding comment creator if on the document notification list.)
Additional Users notified with actions shall be displayed in BOLD and added to the Document notification list.
Check Notify Unread Comment to add users to the Comment Notification List.
You may not be allowed to create batch comment unless you tick at least one user for each document to notify about the comment. In case of new users who were never there in the distribution list and you still need to notify such users, it can be added by additionally assigning some action only. Depending upon Notify of comment selected for individual documents those users will be notified for unread comments.
5. Option to complete associations is available, namely:
Associate Documents and Comments,
6. Click on Send to create comment
Only users on the Comment Notification List will be notified of an unread comment.
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 Notification List but inactive on the Workspace
A: Only Users who are active on the Workspace will be pre-populated at the Notification List.
Q: I do not want the users at the Notification 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 Notification List.
Q: I do not want any users to be notified of an Unread Comment.
A: At least one user must be notified of an Unread Comment and added to the Comment Notification List.
Q: I want to send an instant email to a user while notifying the user of a document or while creating a comment.
A: This feature is not available in the "Document Manager" functionality. You need to upgrade to "Workflow Manager" to gain access to this functionality.
Q: I do not see Create Comment Icon
A: The ability to create comment is available only for the users with “Can Create Comments" Workspace level privilege assigned to them
Useful Links: