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Note – You must be an Admin user to create Pre-Defined Comments
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Go to the settings icon on the top-right of the page and select ‘Company Settings’ from the list.
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From the list on the left-hand side of the page, select ‘Pre-Defined Comments’ and then select the section you wish to create the comment(s) for.
You can choose from the below options:
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Document Comments. These will appear on the right-hand side of the approval screen. These are used for internal purposes only.
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Rejection Comments. These will appear in the pop-up window when you click to reject a document. These will go back to your supplier as the reason for rejecting the document.
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Hold Comments. These will appear in the pop-up window when you click to place a document on hold. These will be used for either internal or external purposes, depending on whether you select to let the supplier know you have placed the document on hold or not.
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Forward Comments. These will appear in the pop-up window when you click to forward a document. Again, these will be used for either internal or external purposes, depending on whether you select to forward the document internally or externally.
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Click the button to enable the type of comment you have selected from the above options.
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Click ‘ADD NEW’. This gives you a text box where you type in the comment you wish to create.
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When you are finished creating that type of comment, be sure to click ‘SAVE CHANGES’ before you leave the screen.
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To remove a Pre-Defined Comment, go to the section you wish to remove the comment from and click the ‘X’ to the right of it. Be sure to click ‘SAVE CHANGES’ before you leave the screen.
Now you have created your Pre-Defined Comments, you can add comments in multiple areas on your account from a pre-defined list of options.
