Mar 28, 2025
Predefined Comments are non permanent comments that can be assigned to a document within SmartOffice. These comments are then Searchable from the Search and Reporting Field.
If you want to enable and configure predefined document comments in SmartOffice, follow these steps:
Step 1: Access Company Settings
-
Click the cog
on the top right of the page and select ‘Company Settings’ from the list.
Step 2: Navigate to Document Comments
- Locate and click on Pre Defined Comments in the settings menu.
- You will see a dropdown with four options:
- Document Comments – General comments for documents.
- Rejection Comments – Comments used when rejecting documents.
- Hold Comments – Comments applied when placing a document on hold.
- Forward Comments – Comments used when forwarding documents.
Step 3: Enable and Configure Comments
- Ensure the Enable document comments toggle
- Enter your predefined comment(s) by clicking on 'Add New' and then entering your comment in the provided text field.
- Click Add New again to include multiple predefined comments if needed.
- Click Save Changes to apply your settings.