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 * C…
Note – You must be an Admin user to create Pre-Defined Comments * Go to the settings icon on the top-right of the page and select ‘Company Settings’ from the list. * 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.…