Comments
Last updated
Last updated
© Ascertia Limited 2024
SigningHub allows you to post comments (up to 255 characters) in a document workflow to accommodate any extra communication between the stakeholders (i.e. document owner & configured recipients). The posted comments are maintained separately in a workflow and do not become part of a completed/ signed PDF document. Posting comments is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable it in your Role.
Click the "Documents" option in the navigation panel.
Select the desired document and click "Comments" in the information panel.
The user can:
Configure the recipients for a comment: The user has the option to either post a comment for all the configured recipients or any specific recipient(s). The "Add comment for everyone" option is available at the bottom of the recipients list. To post a private comment for any specific recipient(s), click "Add comment" adjacent to its name in the recipients list. When a private comment is sent, a lock icon appears against the comment, indicating that it is a private comment. A private comment will only be visible to the recipient(s), for whom the private comment was posted.
Specify the comment: The user can specify the comment (up to 255 characters), to be posted for the recipients, in the comment box. The user can add multiple comments and the posted comments will be shown like a normal chat.
Click the "Send" button to post the comment.
A recipient can post a private comment for the document owner even if the document owner is not a part of the workflow.
Only those comments will be visible to the recipient, which were added after the recipient was added to the workflow.
Comments can not be posted for the recipients, whose user role is "Send a Copy".
Comments can not be posted for placeholders. However, once a placeholder is replaced by a recipient, comments can be posted for the recipient.
The "Comments" dialogue box is updated every time the document is reopened or the screen is refreshed, as the case may be.
A recipient can post comments even after they have processed (signed/reviewed/edited/hosted In-Person signatures) the document.
In case of a gatekeeper, any comment posted by the gatekeeper at the time of the document approval will be displayed as a private comment for the original recipient.
For every comment posted, the system sends out an intimation email to the recipients, to whom the comment is visible.
