Envelope commenting process

How to toggle comments section

  1. Click the comments icon in the header

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  1. Comment section appears

../../../../../_images/ToggleCommentSection2.png

  1. If envelope already has open comment threads section will be open by default. You can close it by the same button.

How to add comment

Note

It’s possible to add comments only to saved drafts or envelopes.

  1. Select content to which you want to attach your comment

../../../../../_images/AddCommentStep1.png

Note

Comments can be applied only to whole table or table cell in tables.

  1. Right-click the selection and click “Comment”

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  1. Alternatively, if envelope has no prior open comment threads you can expand comment section and click the “Create” link

../../../../../_images/AddCommentStep3.png

Note

Comment created via this link will be attached to the whole first document in the envelope.

  1. Write a comment in the window that appears

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  1. Click the visibility link to select who will be able to see this comment

../../../../../_images/AddCommentStep5.png

  1. If you picked “Selected mailboxes” option you will need to add all desired mailboxes one by one in this window

../../../../../_images/AddCommentStep6.png

  1. Click Save in visibility window and Save in comment window to add your comment. Also you can see highlighted section on envelope to which this comment is attached

../../../../../_images/AddCommentStep7.png

Note

If you unchecked all options in visibility window comment will be visible only to your mailbox.

  1. You can edit visibility level of your comment by clicking visibility link near it

../../../../../_images/AddCommentStep8.png

How to add a reply to a comment

  1. Click to a “Reply” on initial comment

../../../../../_images/ReplyMessage1.png

  1. Enter your reply message and click “Save”

../../../../../_images/ReplyMessage2.png

  1. New message appeared in comment thread

../../../../../_images/ReplyMessage3.png

How to edit comment

Note

You can edit only your comments

  1. Click the “Edit” button (only for initial comment in thread) or edit icon (for comments inside thread)

../../../../../_images/EditComment1.png

  1. Edit your comment and click “Save”

../../../../../_images/EditComment2.png

  1. Comment should be edied now

../../../../../_images/EditComment3.png

How to delete comment

  1. Click the delete icon

../../../../../_images/DeleteComment1.png

Note

You can delete only your comments.

  1. Confirm deletion of the comment

../../../../../_images/DeleteComment2.png

  1. Comment deleted

../../../../../_images/DeleteComment3.png

Warning

If you delete the initial comment all comments in this thread will be deleted aswell.

How to resolve comment threads

  1. Click the resolve icon

../../../../../_images/resolveComment1.png

Note

You can resolve only your comment threads.

  1. Comment resolved. Now this comment thread is located in resolved comment section. Also highlighted section on envelope to which this comment attached is removed in case when it’s last comment attached to this section

../../../../../_images/resolveComment2.png

How to reopen comment threads

  1. Click the reopen icon

../../../../../_images/ReopenComment1.png

Note

You can reopen only your comment threads.

  1. Comment reopened. Now this comment thread is located in active comment section. Also highlighted section on envelope to which this comment attached is added in case when it’s the first comment attached to this section

../../../../../_images/ReopenComment2.png