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Document management

Adding comments and Subscribing to alerts

Adding comments

Users with Read or Write access to a document can leave comments on the document details page if the Discussions functionality is enabled for the template that was used to create the Document (see Enabling discussions for a template).
To add a comment:
  1. Select the required document.
  2. Select
    Discussions
     tab on the document details page.
  3. Click
    Add comment
     button.
  4. Enter new comment and click
    Add
    .
Discussions tab.
To edit an existing comment, click Edit icon. and to delete a comment, click Delete icon..
You can expand and collapse a comment by clicking on the comment title.
note
If
Discussions
 option is not available on the document details page, check whether
Comment
 action is enabled in
Admin > Features
 for the required document status (see Managing actions availability based on documents’ statuses).

Subscribing to alerts

All alerts enabled for a template, from which the document has been created, are displayed on the
Alerts
 tab of the document details page.
Users with Write access to the document can subscribe to its alerts:
  1. Select the required document.
  2. Go to the
    Alerts
     tab on the document details.
  3. Select the alert and click the toggle to green to
    Subscribe
    .
Subscribing to an alert.
Users also can manage their subscriptions to alerts from the
My account
 (see Alert Subscriptions).

This article applies to:

  • Product: Contract Express