Introducing comments and notifications


We’re thrilled to announce some new tools that will make collaborating on complicated documents or tasks a breeze.



  • Add comments to emails, documents and tasks
  • Collaborate with your team – ask each other questions or give updates on individual progress
  • Tracks the conversation and automatically records it on the client file
  • Simply highlight the document or task in a list and click ‘comments’ on the side of the FYI Drawer to view comments 


  • Sends the delegator of a task an email notification when an assignee updates or completes a task
  • Completed task notification includes the name of assignee who completed it
  • These instant notifications will improve communication and reduce follow up 

Want to get started? 

To learn more about Comments and Notifications refer to the section Comments.

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