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Home > Accounts Payable Help Articles > How to Enable Predefined Document Comments in SmartOffice
How to Enable Predefined Document Comments in SmartOffice
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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

  1. Click the cog  on the top right of the page and select ‘Company Settings’ from the list.

Step 2: Navigate to Document Comments

  1. Locate and click on Pre Defined Comments in the settings menu.
  2. 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

  1. Ensure the Enable document comments toggle 
  2. Enter your predefined comment(s) by clicking on 'Add New' and then entering your comment in the provided text field.
  3. Click Add New again to include multiple predefined comments if needed.
  4. Click Save Changes to apply your settings.
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