How to Add and Manage Comments on an Envelope

This document explains how to add, edit, and manage comments in DocStudio.

Use comments to discuss specific content inside an envelope, control who can see each thread, and keep discussions organized until they are resolved.

Comments panel

1. Open an envelope.

2. In the header, click the icon.

• 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

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

The maximum comment length is 5,000 characters.

1. Select the content you want to comment on.

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

2. Right-click selected content and click Comment.

   • If there is no comment thread yet, open the comments panel and click Create.

3. Enter your comment and click the button.

Set comment visibility

1. Click the visibility link in the comment dialog.

2. Select who can see the comment.

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

4. Click the button in the visibility dialog.

5. Click the button in the comment dialog.

After you save the comment, the selected area is highlighted in the document.

Clear all options to make the comment visible only in your mailbox. Change visibility later from the same link.

Reply to a comment

1. On the initial comment, click Reply.

2. Enter your reply and click the button.

3. The reply appears in the thread.

Edit a comment

You can edit only your own comments.

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

2. Update the text and click the button.

Delete a comment

You can delete only your own comments.

1. Click the Delete icon.

2. Confirm deletion.

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

Resolve a comment thread

You can resolve only your own comment threads.

Click the Resolve icon.

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 Reopen icon.

After reopening, the thread returns to the active section.

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