- Adding or Actioning Comments
- Editing Comments
- Using External v Internal Comments
- Downloading Documents with Internal Comments
- Sharing Documents with Internal Comments
Use Internal Comments to communicate with your Team on Ironclad Editor or select External Comments to be shared with your Counterparty.
Adding or Actioning Comments
Adding comments to a document in Ironclad Editor is a convenient way to collaborate on a contract with colleagues from Legal or other departments. To add a comment to a piece of contract text, select contract text (e.g., a phrase or sentence) and select the comment box (shown right, below).
To @mention a colleague in a comment, select the text you'd wish to comment on and click the comment icon (shown above). Then, type the '@' symbol and the first few letters of your colleague's name. Ironclad will present a list of colleagues that you can select from. After you save the comment and save the next version of the document in Ironclad Editor (from the top right-hand corner of the interface), your colleague will be notified of your comment and will be brought into the contract workflow as a participant.
Comments are often used to flag parts of a document or contract that require review. If you’ve reviewed a document or contract comment and want to reply or delete it, you can do so within Ironclad Editor by replying to it or selecting 'Remove Comment' (shown below).
Use the 3 dot dropdown to Edit a comment left in Editor, without needing to delete and rewrite the comment altogether.
Using External V Internal Comments
To change the type of comment you are including in the Editor, toggle between the options of Internal or External.
Leaving an Internal comment will only be visible to your colleagues, however leaving an External comment can be shared with your Counterparty.
You can also leave Internal comments within Word itself. Once you open the downloaded document in Word and go to leave a comment, include one of three tags at the start of your comment.
Once you save and upload the document back into the workflow using Update Document, this comment will automatically be labeled as an Internal comment on the Editor.
Note: When adding a comment to the thread, the entire thread must either be Internal or External. One comment cannot be Internal while the other External.
Downloading Documents with Internal Comments
When downloading a document with internal comments, you will be prompted to select whether you would like to remove these comments or keep these comments:
When selecting remove internal comments, note that a new version of the document will be saved within your workflow. This is to ensure redlining accuracy across your documents.
Sharing Documents with Internal Comments
If your document has internal comments within the workflow, and you want to leverage the Share Document feature, Ironclad will by default remove any internal comments prior to sending out to the Counterparty. However, you can choose to include these internal comments by selecting ‘keep internal comments’ below the document(s) being shared.
Notifications will be sent if you’re @mentioned in a comment, had been previously been @-mentioned in the thread, or you’d previously commented in the thread. You will continue to be a thread participant until that thread has been resolved.
For more information on notifications, check out this article.