SigningHub allows you to post (any) workflow-related comments (up to 255 characters) in the document workflow to facilitate the configured recipients/ placeholders with any extra information. The posted comments are maintained separately in the workflow and do not become part of a completed/ signed PDF document. The configured recipients can view these comments and can also post their comments. 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 'Comments' button appearing in the information panel, of the document viewer.
Add a comment, and configure the recipient.
Click on the 'Add comment' button to send the comment.
Navigate to the 'Signing Summary' screen while preparing the workflow.
In the 'Recipients' section, click on the:
'Add comment' button next to a recipient to add a private comment.
'Add comment for everyone' button to add a comment for all recipients.
Click the 'Send' button to post the comment.
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 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.
