Drag and Drop Doc Comments to Notes

SUMMARY 
Learn how to instantly copy your doc comments into a note or email by dragging them into the message area.

Drag and Drop a Comment to Notes

To drag and drop a document comment into the note or email of a transaction:

1. Go to the transaction and click [Note / Email] just above the list of documents.
   
   
   
   
2. Compose your message or select a saved template. 
   
   
3. Locate the desired comment and drag and drop it into the Message field. The comment, commenter, date, and time will appear as normal text in the Message field.
   
   
   
   
4. Review and revise the message if needed.
   
   
   
   
5. Complete any other options before adding the note or sending the message.
   
   
6. Click [Add Note].

Learn more about Managing Comments on Docs →

Learn more about Dragging and Dropping Contacts into Notes →

Learn how to Create and Manage Reusable Note and Email Templates →