Commenting on Documents

If you have access to a document, it is possible to make text comments about the document from within the document register. Comments can be either added from within the document details window or from within the Viewer.

To comment on a document:

  1. From the Document Register, locate the document to comment on.

  1. Double click on the document to open the details screen.

  2. Go to More, then Document Comments.

  1. Click New to add a new comment or click Duplicate to create a new comment based on an existing comment.

  1. At the Add Comment window type the comment.

  1. Select a Category for the comment and Raised by if the comment is being made on behalf of someone else.

  2. Click Attach Files if there is a requirement to attach an external file, locate the file to upload, and click Open.

  3. Click Save then Close.

  4. Click Close to close the Viewer/Comments window or use the X in the top right hand corner of the screen.