Adding and managing comments

Use comments to discuss an envelope with other participants. Comments can be attached to a selection in a document. You can also control who sees a comment thread.

Open the comments panel

  1. Open an envelope.

  2. In the header, click the comments icon.

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  1. The comments panel opens.

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If the envelope already has an open comment thread, the panel may be open by default.

To close the panel, click the same icon again.

Add a comment

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You can add comments only to saved drafts or sent envelopes.

  1. Select the content you want to comment on.

  2. In tables, you can comment only on the whole table or a single cell.

  3. Right-click the selection and click Comment.

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  1. Optional: if there are no existing comment threads, open the comments panel and click Create.

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  1. Write your comment.

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The maximum comment length is 5,000 characters.

Set comment visibility

  1. Click the visibility link in the comment window.

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  1. Select who can see the comment.

  2. If you choose Selected mailboxes, add mailboxes one by one.

  3. Click in the visibility window.

  4. Click in the comment window.

After saving, the commented area is highlighted in the document.

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If you uncheck all options in the visibility window, the comment is visible only to your mailbox.

You can edit visibility later using the same visibility link.

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Reply to a comment

  1. On the initial comment, click Reply.

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  1. Enter your reply and click .

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  1. The reply appears in the thread.

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Edit a comment

You can edit only your own comments.

  1. Click Edit on the initial comment, or click the icon on a reply.

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  1. Update the text and click .

Delete a comment

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  1. Click the icon.

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  1. Confirm deletion.

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If you delete the initial comment, all replies in the thread are deleted too.

Resolve a comment thread

You can resolve only your own comment threads.

  1. Click the icon.

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After resolving, the thread moves to the resolved section.

If it was the last comment attached to a highlighted area, the highlight is removed.

Reopen a resolved thread

You can reopen only your comment threads.

  1. Open the Resolved tab.

  2. Click the icon.

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After reopening, the thread returns to the active section.

If it is the first comment attached to an area, the highlight appears again.

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