Add drop-in comments
Last updated
Last updated
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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). This may include the approval and declining reasons. The posted comments are maintained separately in the workflow, and will not be part of a completed/ signed PDF document. You can post your comments even after signing the document. Adding 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>Document Settings.
Click on the document comments button to drag and drop the drop-in comment field anywhere on the document. Once a drop-in comment field is dropped, the field will no longer be draggable. The document field is not resizable.
Once the document comment field is dropped, the comment dialogue box will open.
Users can configure if they want to post a public comment or a private comment. By default, "Everyone" is selected for posting a public comment. For a private comment, the user can choose the recipient(s) who can see this comment. Only public document comments will be visible to all the recipients. The private document comment thread will only be visible to the selected recipients.
In the comment field, specify the comment you want to post. You can also choose to mention a recipient by typing "@". The maximum length of the comment is 500 characters.
Click on the "Add comment" button and the document comment will be posted.
The user can reply to a document comment to start a thread.
Click on the drop-in comment to which you want to reply.
A dialogue will appear. Type your reply and click "Reply".
A recipient can post a private comment for the document owner, by selecting the document owner from the "Comments" dialog's drop-down, 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 delegated reviewer, 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.
