Add Comments to Document

  • Updated

You can capture the document comments against each document category. The document comment posted displays the following attributes:

  • Date- Date on which comment is posted

  • File Name- Selected file against which the comment is being recorded [Optional]

  • Comment By- Name of the person posting the comment

  • Comment- Text that a loan officer or underwriter posted to note observations on a document

To add comments to the document:

  1. Log in to your Salesforce account.

  2. Go to image idm3559 (App Launcher) > Applications.

  3. On the Applications tab, and from the list of applications, select the required application.

    The loan dashboard is displayed.

  4. Select the Documentstab.

  5. Select the required document category and go to Action and select Comments.

    The document comments of the selected document category are displayed.

  6. Specify your comments in the Comments window > text box and select Add Message.

    image idm9865

    The comment is posted.

    image idm9870

  7. Select image idm9875 to close the window.

    You can view the posted comment under the Comments field with the above-mentioned attributes.

    image idm9880

    Note

    • A new comment structure is introduced, which includes timestamps, user names, and an edit option. This enhancement will not affect any of the existing comments.

    • The timestamp and date structure appearing in the comments are as per the selected Time Zone and Locale in the user settings. For more information, see Q2 Orgination Administration > Setting up Roles, Permission Sets and Profiles > User Time Zone Configurations.

    • If there are more than two comments for one documents, more options gets displayed to view all the comments together.