January 29 2018
There's no substitute for real-time collaboration. As we progress further into the digital age, technology has enabled us to complete tasks more efficiently than ever before: Our groceries can be delivered with a few taps on our device. The lighting of our living rooms and the music playing in our homes can be changed with a simple, verbal request. And our contracts and agreements? They can be discussed directly, in real-time through DocuSign's Comments feature.
Comments is now available to all DocuSign customers and early adopters have been using Comments for a variety of use cases over the last few months. If you'd like to use Comments but it's not enabled for your account, you can reach out to support here to enable this new feature.
To help you hit the ground running, here's a quick and dirty how-to on enabling comments, plus a short video introducing the feature.
In DocuSign Admin, on the left under Signing and Sending, click Comments.
On the right, under Comments Settings, check Enable comments in envelopes sent from this account checkbox and then click SAVE.
And voila! Done and done.
Now that you know how to enable comments, here are some quick tips to help you glean maximum value out of the feature.
Depending on your type of organization, you may or may not want comment text to appear outside the DocuSign envelopes. However, with Comments — the choice is entirely in your control. Comment text is included by default in emails, but if you are an account admin, you can turn this ability off and on.
To control whether comment and reply text is included in email notifications:
Like to keep your email notifications at a minimum? Prefer to be pinged everytime there's a new development w/ an envelope? Either way, with DocuSign Comments, you're in complete control of the number of notifications you receive.
Here's how to control the frequency:
On the right, under Sending Notifications:
On the right, under Recipient Notifications:
You can further customize the frequency of notifications by choosing whether you are notified every time one of your recipients comments or replies to a comment or whether the recipient chooses to reply only to you.
Want to learn even more about how Comments can make coming to agreement simpler and easier? Look no further.
To view the original article, visit the DocuSign blog.