Introducing comments and notifications

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

Comments

• 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 

Notifications

• 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.