Whether providing context for a document you've uploaded or responding to a comment from your accountant, these steps will guide you through the process seamlessly.
Step 1: Access the Documents Module
- Begin by navigating to the Documents module within your client portal.
Step 2: Locate the Document
- Within the Documents module, click on the relevant folder and continue through any necessary sub-folders until you find the document in question.
Step 3: Open the Document
- Click on the document to display it on your screen.
Step 4: Access the Comments Section
- Find and click the "Comments" button, which is usually located in the upper left portion of the window.
- The Comment menu will appear on the right-hand side of the window.
Step 5: Adding a Comment
- If you wish to leave a comment, click in the "Add a comment" text box.
- Use the formatting features to clearly articulate your comments.
- Employ the @mention feature to notify your accountant (e.g., @accountant) about your comment.
Step 6: Submitting Your Comment
- After composing your comment, click the "Comment" button to submit it within the portal.
Step 7: Exiting the Comment Window
- If you decide not to leave a comment, you can exit the comment window by clicking the "Cancel" button.
Step 8: Acknowledgment of Comment
- Once your comment is submitted, your accountant will receive a notification and is expected to acknowledge it within 24 business hours.