Commenting enables users to communicate directly within Settle by leaving comments on documents and tagging colleagues using @name, similar to Slack. This feature streamlines communication by keeping all relevant discussions in one place.
Adding a comment to a document
You can add comments to Purchase Orders (POs), Bills, Goods Receipt Notes (GRNs), and Payments. To add a comment to a document in Settle, follow these steps:
Navigate to the Document:
On the left-hand side of your screen, select "Purchase Orders," "Bills," "Payments," or "GRNs" from the menu.
Select the Document:
Choose the document you want to add a comment to.
Access the Comment Section:
In the navigation panel, click on the "Comment" icon to view the Audit Trail.
Add Your Comment:
In the comment box area, add your comment and click the send icon.
Features of the commenting tool:
Hyperlinks: Add links to provide additional context or resources.
Bulleted and Numbered Lists: Organize your comments for clarity.
Text Styles: Use italic and bold for emphasis.
Email notifications:
You will receive email notifications when:
Someone comments on a document you created (PO, Bill, GRN, payment).
Someone else comments on a document you have commented on.
You are mentioned in a comment.
This ensures you stay informed about updates and interactions related to your documents.
