You can add a comment or message to a document that you’ve already sent to your clients or vendors. The document participants will receive an email notifying them that you’ve left a comment for them.
Step 1: Go to The Documents Page
Go to the Recent Documents section on the Documents page.
Tip: Use the search bar in the upper left of the Recent Documents section to search through your documents.
Click on the image thumbnail of the document that you want to view the history for.
Step 2: Type and Send The Message
When your document loads, go to the right side panel.
Click on the Send Message button above the + Document Details section.
A Messages box will appear.
In the Message field, type in the message or comment you want to add.
Once you’ve written your message, click on the Send Message button.
Your clients will receive an email with the message contents. When they view the document, they can view and respond to it if needed.
Example of Client’s View of Message