SigningHub lets the document owner, and the recipients add document comments with in the workflows. The document owner and the recipients can add document comments to a workflow for which the document owner has allowed document comments. Document comments can be added in all modes. i.e. Draft, Pending, In-progress, Signed, Declined, Approved, Submitted, and Completed. Once a document comment is added, depending on whether it is a public comment or a private comment, the users will be notified (via push notifications/on-screen notifications/email notifications) as per their personal notification settings and enterprise notification settings. In case the user is a document owner, the "When my documents are processed by others" notification setting will be followed. In case the user is a recipient, the "When there are subsequent changes in documents that I received" notification setting will be followed.
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.
A document comment can only be edited while the document is in "Draft" mode.
Open the document in which you want to edit drop-incomments.
Click on the drop-in comment, and click "Edit" in the dialogue that appears.
Once the drop-in comment is being edited, only the comment can be changed and not whether the comment is public or private (who can see the comment). Once edited, click "Save". If you want to discard the changes, click on the "Cancel" button to revert back to the original comment.
A document comment can only be deleted while the document is in "Draft" mode.
Open the document in which you want to delete document comments.
Click on the comment and click "Delete" in the dialogue appears. Once clicked, the document comment will be deleted.
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 with a "Send a Copy" role, does not have the option to add document comments.
Document comments are not allowed in "Only Me" workflows.
The document comments feature is only available for PDF and DOC documents and is not available for XML documents.
If a recipient is changed, all the private comments with that particular recipient will be deleted from the system. However, the public comments of that recipient will not be deleted.
For any unseen comments, a counter for the unseen comments will appear against the document comment thread.