Commenting on Documents in ElevateAP

Leave a comment on your documents to note any exceptions, communicate with your teammates and ask questions or add more details to specific invoices.

Leave a Comment

You do not need document editing permissions to leave a comment. Anyone who has permission to view documents can leave a comment. Each comment is limited to 2,000 characters, but you can leave an unlimited number of comments.

To leave a comment:

  1. Open the document.
  2. Click the menu icon mceclip3.png next to the document details.
  3. Select Comments.
  4. Click Add a Comment.
  5. Enter in your comment.
  6. Click Submit.

Commenting_Gif.gif

View Comments

When an invoice has a comment, a red badge shows on the menu icon. Select Comments from the menu to view comments at any time.

view_comments.png

Delete a Comment

You can only delete your own comments.

To delete a comment:

  1. Go to the invoice that has the comment you want to delete.
  2. Click the menu icon mceclip4.pngnext to the document details.
  3. Click the trashcan icon mceclip5.pngnext to the comment you want to delete.
  4. Select Yes, Delete.

delete_comment.png

Deleting a comment is permanent.

 

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