Add Comments to a Document Type Business Process

To add comments to a document type business process

  1. Open the document.
  2. On the right of the screen, there will be a Comments widget. Enter your comments in the Comments box.
  3. To add an attachment to a comment from your computer, click Attachment > Browse. Open a file from your computer.
  4. To add an attachment to a comment from the document manager, click Attachment > Browse. Select your file from the document manager that you'd like to attach.
  5. Click Post.

This process also applies to documents attached to business process records.

Note: If the document type BP has been designed to use line item status, and a specified status has already been reached (for example, approved), the line item may no longer be editable, and you may not be able to add comments to it.


Last Published Sunday, July 20, 2025