Commenting & Annotations

Background

The Commenting feature unifies the Comments and Notes tools into a single, streamlined annotation experience — eliminating the need to decide which tool to use or track feedback across multiple systems. For the first time, users can highlight and mark up specific contract language directly on the document, in addition to commenting on individual checklist and playbook items. Every annotation supports @mentions, threading, and real-time notifications, keeping all review discussions organized, contextual, and fully captured inside Document Crunch — without relying on Adobe, email chains, or other external tools.

Things to Consider

• Document-level annotations (Highlight, Text Markup, Strikeout, Underline) are available on any crunch.

• Checklist and playbook item commenting is available across all review contexts.

• Only your own comments can be edited or deleted. Deletions are permanent and cannot be undone.

• Email notifications for @mentions are sent if the recipient has not already viewed the in-app notification within 10 minutes.

• All comments and annotations are visible to anyone who views the crunch.

• There is no limit on the number of comments or annotations per item or document.

Understanding Notifications

In-App Notifications

• A green indicator appears on the notifications icon when someone @mentions you or replies to a thread you're participating in.

• Click the notification to be taken directly to the relevant crunch and annotation.

Email Notifications

• An email is sent when you are @mentioned in a comment or annotation. It includes the crunch name, comment content, and who mentioned you, along with a View Comment button linking directly to the annotation.

• If you've already viewed the in-app notification, no email will be sent.

  Note: Depending on your organization's email settings, notification emails may be routed to your Spam, Promotions, or Junk folder.

Steps

Adding a Document-Level Annotation

1. Locate and open a crunch

2. Select an annotation tool from the toolbar: Highlight, Text Markup, Strikeout, or Underline.

3. Select the relevant text or area on the document to apply the annotation.

4. A comment box will appear. Type your comment, add emojis, paste links, or @mention a teammate by typing @ followed by their name.

5. Click the blue Submit button to post.

Adding a Comment on a Checklist or Playbook Item

1. Open a checklist or playbook item.

2. Scroll down to the Comments section.

3. Click Write a comment and begin typing. Add emojis, paste links, or @mention teammates as needed.

4. Click the blue Submit button to post.

Replying to a Comment

1. Locate the comment or annotation thread you want to reply to.

2. Click Reply to comment... beneath the existing comment.

3. Type your reply, add emojis or @mentions as needed, and click the blue Submit button.

Viewing All Comments in One Place

1. Click the Comments icon on the right side menu (below the Chat icon) to open the centralized comments panel.

2. From the panel, you can:

   • Reply to, edit, or delete comments.

   • Mark a thread as External.

   • Unsubscribe from a thread to stop receiving notifications for it.

3. Click any comment in the panel to navigate directly to the related item or document section.

Editing a Comment

1. Locate the comment you want to edit.

2. Click the three-dot menu (⋯) at the top right of the comment.

3. Select Edit comment.

4. Make your changes and click the blue Submit button to save, or click X to cancel without saving.

Deleting a Comment

1. Click the three-dot menu (⋯) at the top right of your comment.

2. Select the delete option.

3. Confirm the deletion when prompted: "Are you sure you want to delete this comment? This action cannot be undone."

   Note: Deleted comments are permanently removed and cannot be recovered.