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 and then select Browse. Open a file from your computer.
  4. To add an attachment to a comment from the document manager, click Attachment and then select Browse. From the Document Manager, select the file that you want 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 Friday, April 11, 2025