The Comments feature allows questions, updates and commentary to be added to specific documents and tasks, assisting team collaboration. Email notifications can be sent automatically to FYI users referenced in the Comments.
You can add Comments to documents in FYI and also from the FYI Drawer in Outlook and Office.
Dashboard - My Comments
The My Comments tab in the Dashboard displays a summary of any documents for which you have created a Comment or on which you have been mentioned. This displays the name of the person who created the Comment and it also displays the message. Click on the first line of the summary to display the details of the relevant document in the drawer with the Comment panel opened automatically.
You can filter the Dashboard - My Comments by Date Range with a Start and or End Date. You can also filter these by comments you are mentioned in or that you have created.
Comments for Automation Processes
Automatic notifications can be set up via Comments that are defined and triggered as part of process automations. These set up an automatic alert system to ensure your practice is aware of any documents that have been imported, filed or changed automatically as a result of an Automation process. Refer to Automation Notifications.
Notifications about comments display in your Dashboard - Notifications tab.
The Alerts icon (the bell icon) in the top right-hand corner of the menu can also be used to display the Notifications tab in the Dashboard.
If you also want to receive an email as notification, you can configure your settings to do this.
- From FYI, click Settings in the top right-hand corner.
- Select Settings from the drop-down
- Go to the Profile tab.
- In Notification Mode, select "Email".