Zoho Sign Document Commenting
Available in all paid plans and data centers
Zoho Sign now supports document commenting, allowing senders and recipients to exchange contextual comments directly within the document during the signing process without altering its actual content. This keeps all discussions about the document in one place, avoids scattered email threads, and helps resolve doubts or questions more efficiently, leading to clearer communication and faster document turnaround.
- On the Add Recipient page, scroll down and click More settings.
- Check Allow recipient comments.
- Click Continue to proceed with adding document fields.
If you wish to enable default document commenting at an organization level and you're the administrator for your organization, follow these steps:
- From the left navigation pane, hover over Settings and click Account settings.
- Under Request defaults, check the box for Allow recipient comments.
- Click Save.
- In the document viewer page, click the Comment icon in the right navigation pane.
- Select the content, type your comment, and click Add.
When a recipient adds a comment, the sender receives an email notification. The sender can access the document either directly from the email or via Zoho Sign's interface:
- Hover over Documents and click In Progress.
- Select the document and click Comments.
- To reply to a comment, click Reply, enter your response, and click Add. To add a new comment, drag and select the content, choose a recipient from the drop-down, and click Add.
Once the changes raised in the comments are addressed, recipients can click Resolve to mark the comment as resolved. If the recipient is satisfied with the document's content, they can proceed to sign. Otherwise, they can add additional comments or reopen a resolved comment. Recipients can also sign the document or perform document actions without resolving the comments.