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*New* Commenting Feature in ContractSafe

Collaborate on Contracts Like Never Before!

ContractSafe's new commenting feature enhances contract workflow collaboration. This update allows for streamlined discussions, direct editing, and more efficient management of feedback within the contract document itself.

Key benefits of the new commenting system:

  • Focused communication: Discuss specific contract sections with relevant team members.
  • Efficient collaboration: Tag team members with @mentions to streamline communication.
  • Organization and control: Delete, pin, or edit comments via the three-dot menu.
  • Timely awareness: Receive actionable notifications about relevant updates within the contract discussion.
  • All ContractSafe plans include this incredible new feature!

 

How to use this Commenting feature?
First, let's make sure all settings are right for you and your organization.

We Introduced a new line "Comments & Notes Settings for Contract Page " in the settings so you can choose your preferred view:
Screenshot 2024-04-12 at 17.44.07

If you want to utilize the Commenting feature please select from settings, one of the first two options.

How does it look? 
- Notes and Comments (This will be the default)
Screenshot 2024-04-12 at 16.59.32
- Comments Only
Screenshot 2024-04-12 at 16.59.59
- Notes Only 

Start Commenting 
  1. Open the desired contract from your contracts list.
  2. Click on the Commenting section to open a thread.
  3. Type your comment. Use "@" to mention team-mates who have contract access.
  4. Click "Submit" to post your comment.
    Please be aware this will activate a series of notifications for you and the user you mentioned, and every time someone comments on the contract you and all the users mentioned will receive an email notification.

Note:

  1. Read-Only Users CAN NOT use the Commenting feature, an error message will appear:
    They can be tagged in a comment but are not allowed to comment.  
  2. If you tag a user with restricted access who does not have access to the contract folder an error message will appear:Screenshot 2024-04-12 at 16.49.03
  3. You can't tag yourself or someone who's not a ContractSafe user within your organization in the comments, an error message will appear: Screenshot 2024-04-12 at 16.48.32
  4. You can type in an external email address or your own without using the "@" mention function  Screenshot 2024-04-12 at 20.31.21

Editing and Management

Have you noticed a mistake in your comment? Do you want to edit or add something to it? 

That's easy :) 

  • To edit or add to a comment, click the two dots next to it and select "Edit Comment".
  • Pin important comments to the top by clicking the two dots and selecting "Pin to Top".
  • Need to share a comment? Click the two dots and select "Copy Comment Link".
  • To delete a comment entirely, click the two dots and select "Delete Comment".

Screenshot 2024-03-28 at 20.31.31

Notifications

  • When you mention someone in a comment, both you and the mentioned user will receive email notifications for new activity in that comment thread.
  • To manage notifications:
    • Set up filters in your email platform for ContractSafe comment notifications.
    • Ask to be removed from a comment thread (via editing) or request that a comment be deleted.

Screenshot 2024-03-28 at 20-12-11-png

To Expand or Collapse the comment section by clicking on the arrow 


Note: The Commenting section is always going to be under the contract view


FAQ

Q: Who can participate in contract commenting?

  • A: All users added within your ContractSafe organization who have been given access to the contract will be able to join the conversation and make comments. 
  • All ContractSafe plans include this incredible new feature!

Q: Can I see if a contract has new comments without opening it? Can I filter these comments, or see if there’s a comment to a contract from the view?

  • A: The challenge with comments is there could be a number of comments on a contract, so adding those to the view could be a lot of information overload and also make the view less useful. That is why we kept the notes and the ability to add them to the view. Comments will be only on the contract page itself, not the contracts list. More powerful filtering options are coming soon!

Q: Will my contract highlights be linked to the commenting section?

  • A: Not currently, but this excellent suggestion is already on our future development roadmap!

We're committed to making your work life easier, and this is just the beginning!


Have more questions? Don't hesitate to reach out to our support team at support@contractsafe.com


Let us know what you think of this new feature!