Click on comments icon in header
Comment section appears
If envelope already has open comment threads section will be open by default. You can close it by the same button.
It’s possible to add comments only to saved drafts or envelopes.
Select content to which you want to attach your comment
Comments can be applied only to whole table or table cell in tables.
Right-click on the selection and click “Comment”
Alternatively, if envelope has no prior open comment threads you can expand comment section and click on Create link
Comment created via this link will be attached to the whole first document in the envelope.
Write a comment in the window that appears
Click on visibility link to select who will be able to see this comment
If you picked “Selected mailboxes” option you will need to add all desired mailboxes one by one in this window
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
If you unchecked all options in visibility window comment will be visible only to your mailbox.
You can edit visibility level of your comment by clicking visibility link near it
Click to a “Reply” on initial comment
Enter your reply message and click “Save”
New message appeared in comment thread
You can edit only your comments
Click on “Edit” (only for initial comment in thread) or edit icon (for comments inside thread)
Edit your comment and click “Save”
Comment should be edied now
Click on delete icon
You can delete only your comments.
Confirm deletion of the comment
If you delete the initial comment all comments in this thread will be deleted aswell.
Click on resolve icon
You can resolve only your comment threads.
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
Click on reopen icon
You can reopen only your comment threads.
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