What this does: Comments let you and your clients communicate directly within a request – without going back and forth via email. You can leave comments at the field level (on a specific question) or at the request level (a general note). You can also @mention team members to bring them into a conversation. All comments are logged with timestamps, keeping client communication on the record.

Types of comments

  • Field-level comments: attached to a specific field within the request. Useful for asking a client to clarify a particular answer, or flagging that a file they’ve uploaded doesn’t meet requirements.
  • Request-level comments: a general comment thread for the overall request, visible to all parties with access.

How to add a comment

  1. Open a request.
  2. To add a field-level comment: select the “Add comments” button on the bottom right of the field.
  3. To add a request-level comment: the “Comments” button can be found in the top navigation.
  4. Type your comment. Use @ followed by a team member’s name to mention them – they’ll receive a notification. If there are no @ mentions, all clients will receive a notification.
  5. Click Post.

Viewing unread comments

The Dashboard Quick Actions section shows an Unread Comments count. Clicking it takes you directly to the Comments page filtered to unread items, so nothing gets missed.

What clients see

Clients can see and reply to field-level comments on their request. They are not shown request-level comments between team members.