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 the part of 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.
 

Post comments


After you have:



  1. Click on the comments button , from the toolbar. 



  2. In the "Comments" dialog, the user can:
    • Configure the recipients for a comment:
      The user has the option to either post a comment for all the configured recipients or for any specific recipient(s). By default, the "Everyone" option is selected in the highlighted drop down menu, to post a comment for all the recipients. To post a private comment for any specific recipient(s), click on the drop down menu and select the recipient(s), for whom you want to post a private comment. When a private comment is sent, a lock icon appears against the comment, indicating that it is a private comment. A private comment will only be visible to the recipient(s), for whom the private comment was posted.
    • Specify the comment:
      The user can specify the comment (up to 255 characters), to be posted for the recipients, in the comment box. The user can add multiple comments and the posted comments will be shown like a normal chat. The posted comments will be time-stamped and appear along with the respective recipient's name (who posted the comment).




  1. Click the "Post" button to post the comment. 
  1. 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.
  2. Only those comments will be visible to the recipient, which were added after the recipient was added to the workflow.
  3. Comments can not be posted for the recipients, whose user role is "Send a Copy".
  4. Comments can not be posted for placeholders. However, once a placeholder is replaced by a recipient, comments can be posted for the recipient.
  5. The "Comments" dialog is updated every time the document is reopened or the screen is refreshed, as the case may be. 
  6. A recipient can post comments even after they have processed (signed/reviewed/edited/hosted In-Person signatures) the document.
  7. 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.
  8. For every comment posted, the system sends out an intimation email to the recipients, to whom the comment is visible.


See Also