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.
Comment and audit trail times show in your own time zone. See Time zones in Settle.
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.
