Use the Comments & Notes Workspace to discuss a contract, share context, and keep decisions connected to the agreement. You can add comments, format text, mention teammates, and manage existing comments without leaving the contract page.
Note: This feature is available only with the Finalize or Maximize plans.
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.
Configure Comments and Notes
An Account Owner, Admin, or Department Admin can choose how Comments and Notes appear for the organization.
- Go to Settings > Company Settings > General Settings.
- Locate the Comments and Notes settings.
- Choose one of the following options:
- Only show comments
- Only show Notes
- Show comments and notes
If you want to utilize the Commenting feature please select from settings, one of the first two options.
When both comments and notes are enabled, the administrator can choose whether comments appear above or below the Notes box.
On the new Contract Page, Comments & Notes appears as a dedicated Workspace. On the legacy Contract Page, the commenting area appears below the contract viewer.
Comments Only
Notes Only 
Start a comment thread
- Open the contract you want to discuss.
- Open the Comments workspace on the Contract Page.
- Type your comment.
- Use @ to mention a ContractSafe user who has access to the contract.
- Select Submit to post the comment.
Note:
- If you tag a user with restricted access who does not have access to the contract folder an error message will appear:
- You CAN NOT tag yourself or someone who's not a ContractSafe user within your organization in the comments, an error message will appear:
- You can type in an external email address or your own without using the "@" mention function
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".
Comment notifications
When you mention someone in a comment, they receive an email notification with a link to the contract.
For replies within a comment thread, email notifications are sent only to the users mentioned in that reply. If someone should be included in a later reply, mention them again.
The full conversation remains visible on the contract to everyone who has access, even if they do not receive an email notification. This helps reduce inbox noise while keeping the complete discussion available in ContractSafe.
You can Expand or Collapse the comment section by clicking on the arrow
FAQ
Q: Who can participate in contract commenting?
- A: All registered non "Read-only" ContractSafe users on your organization. (Admin, Standard, No Delete, etc..)
Q: What subscription level is required to use this feature?
- A: The Finalize and Maximize plan is required to use this 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!