Watch the training video

The Comments & Documents tab allows access to the contact commenting and Document Storage system.

The functions of the buttons (listed from left to right).

Add	Opens a window for adding a new comment. The comment will be automatically stamped with the date, time, and your User ID number.
Delete	Removes the highlighted comment if you have the privilege to delete comments.
Modify	Opens a window for editing an existing comment if you have the privilege to modify comments.
Print	Prints out all of the existing comments on the currently selected contact.
Search	Searches the database comments for key words. The search may include just the currently selected contact, or may search the entire table.
Wrap	Toggles between showing or hiding of the content in the list.

When a comment is opened for editing by double clicking the comment in the comment list or by clicking Modify , you can send that comment to the printer by right clicking the open comment screen and selecting Print from the context menu.

Priority Comments

Priority Comments are “sticky” comments that need to be shown to all users upon viewing a contact and loan record. They have some of the features of regular comments and some of the features of Temporary Notes.

If View Priority Comments in the Memo group of the Home tab is selected and the Priority checkbox is selected for a comment, the comment will be displayed as a green temporary note on the loan or contact. Regular Temporary Notes are yellow.

Enter a date in the Expiration of Priority field to automatically remove the priority status from the comment after the set date. Leave the expiration field blank for a perpetual priority status.

Email

Emails sent out that are associated with the loan are stored in an XML format. Double click an item to view the item in its formatted state.

SMS

SMS messages sent that are associated with the loan are stored in an XML format. Double click an item to view the item in its formatted state.

Collector Comments

All comments added in Collector Mode is displayed under Collector Comments. New comments cannot be added here and must be added while in Collector Mode.

Related Comments

In the Comments and Documents tree, there will always be a folder called Related Comments. When this folder is opened in a contact, it will show all comments and documents on all of the loans under that contact. When it is opened on a loan, it will show all comments and documents on the parent contact to which that loan belongs.

Documents

If a comment has a document attached to it, you may double click the document icon to open that document. If the document is a PNG, JPG, or BMP file, you can print the document without opening it from one of the thumbnail views.

Scanner Setup	Set up a scanner to use to scan documents directly as an attachment.
Scan Images	Scans an image directly as an attachment using the Scanner Setup settings.
Attach File	Opens a standard open file dialog for selecting a document to attach. Hold down the shift key to select a range of files or hold down the control key to select multiple files.5.37+
Delete	Delete the selected document.
View	Open the selected document in an external viewer.
Views	Drop down list for selecting different ways to display documents. Large Icons Small Icons Details Thumbnails Print Menu Drop down list with various options for printing the selected document. Thumbnails with Previews Fit To Screen Scale and fit the entire document to be visible in the right preview pane. Zoom In Zoom in on the document in the right preview pane. Zoom Out Zoom out of the document in the right preview pane. Transform Drop down list for rotating and flipping the displayed document. Print Menu Drop down list with various options for printing the selected document.