Add Notes and Collaborate
  • 30 Nov 2020
  • 1 Minute To Read
  • Print
  • Share
  • Dark
    Light

Add Notes and Collaborate

  • Print
  • Share
  • Dark
    Light

Use Notes to add comments, suggestions, text annotations in the document, and tag your team members ( using@mentions ) for feedback. When you comment on a document and use - @ sign with someone's name, the person gets an e-mail to look into the comment. Notes let you create a collaborative workspace for your documents so that your team is literally on the same page! Anyone who has access to the document either by @Mentions or addition as a Co-Author can add notes. Notes are threaded and can be deleted only by the note owner. All comments sent and received during the approval process also get added as notes so that you never lose context.

You can add two types of notes - public and private notes

Here’s how you can create a note:

  1. On the document, select a text or space, then click Notes.
  2. In the Notes box, type your comments. Use - @ sign with someone's name to call the person's attention. The person gets an email with the notes.
  3. Click Save.

You can create approval workflows and select collaborators/approvers for your documents. If your document contains a specific condition that needs approval from other stakeholders, the approvers' name will appear in the list of collaborators. Collaborators can review the documents, and then approve/reject them.

Was This Article Helpful?