Add signing comments
SigningHub allows you to post comments (up to 255 characters) in a document workflow to accommodate any extra communication between the stakeholders (i.e. document owner & configured recipients). This may include the approval and declining reasons. The posted comments are maintained separately in the workflow, and will not be the part of completed/ signed PDF document. You can post your comments even after signing the document. 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 a comment
- Open the pending document.
- Click on the comments button
, from document header.
- 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).
- Click the "Post" button to post the comment.
Post a private comment
- Open the pending document.
- Click on the comments button
, appearing against the recipient, for whom you want to post a private comment, from the left window.
- In this dialog, the user can only post a private comment for the recipient. 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 selected recipient, for whom the private comment was posted. This dialog will display; all the non-private comments between the recipients, and the private comments between the user and the selected recipient. The user can specify the comment (up to 255 characters), to be posted for the selected recipient, 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).
- Click the "Post" button to post the comment.
View unread comments
- Open the pending document.
- If there are any unread comments, a dialog prompting the user that there are unread comments, will be displayed. To view the unread comments, the user can either; click on the "VIEW COMMENTS" button, or click on the comments button
, as shown in the image below.
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See Also
- Open a pending document
- Add/ download attachments
- Merge other pdf files
- Document permissions
- Fill in your form components
- Fill in your form fields
- Add your initials
- Add your field attachments
- Add your In-Person Signature
- Agree to the legal notice
- Add your Signature
- Review a document
- Update a document
- Host in-person signing
- Decline a document
- View verification details
- Change a recipient/ placeholder
- Delegate your signing authority in a workflow
- QR Code Scanning