Conversations for Review Requests

How to manage and use Conversations for Review Requests

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Overview
Start a new conversation
Reply to a conversation
Edit a comment
Resolve a conversation
Delete a comment
Delete a conversation

Overview

Conversations gives internal stakeholders a secure, easy way to communicate and collaborate on Review requests in real-time. 

Start a new conversation

To start a new conversation, follow these simple steps:

1. Navigate to the Requests Table.
2. Locate the Review request you want to start a conversation for and click it go to the Request View.
3. Navigate to the ‘Conversations’ section in the tool panel.
4. Click the “+ New conversation’ button in the top-right of the section.
5. A modal will appear with some options.
6. Enter a subject name for the conversation in the text field called ‘Subject’.
7. Enter your comment in the text area called ‘Comment’.
   Note: You can use ‘@’ symbol to @mention users in the comment section to notify them via email. Users who are @mentioned will be granted collaborator access to the request if they don’t already.
   Note: You can use the ‘#’ symbol to include a reference link to an existing task or clause in the comment section.
8. Click ‘Start Conversation’ to complete the action.
9. Your new conversation will be added to the conversations section of the tool panel under the ‘Active’ tab and any task or clause references applied using the ‘#’ symbol will be included as links in the comment.
   
   In the video below you will see the steps described above.

Reply to a conversation

To reply to a conversation, follow these simple steps:

1. From the Review request, navigate to the ‘Conversations’ section in the tool panel.
2. Click the ‘Reply’ button under the last comment of the conversation you want to reply to.
3. A new comment box will appear.
4. Enter your reply in the comment section.
   Note: You can use ‘@’ symbol to @mention users in the comment section to notify them via email. Users who are @mentioned will be granted collaborator access to the request if they don’t already.
   Note: You can use the ‘#’ symbol to include a reference link to an existing task or clause in the comment section.
5. Click the send icon to the right underneath the comment section to complete the action.
   Note: To cancel your reply click the ‘X’ icon next to the send icon.
6. Your reply will be added as a new comment in the conversation.
   
   In the video below you will see the steps described above.

Edit a comment

To edit a comment, follow these simple steps:

1. From the Review request, navigate to the ‘Conversations’ section in the tool panel.
2. Hover your cursor over the comment you want to edit and click the ‘edit’ icon to the right.
3. The editable comment section will appear where you can make changes to the comment.
4. Click the ‘edit’ icon to the right under the comment section to apply your changes.
   
   In the video below you will see the steps described above.

Resolve a conversation

When an ‘Active’ conversation has concluded, you can set it to ‘Resolved’ to help track conversation activity and manage build up.

To resolve a conversation, follow these simple steps:

1. From the Review request, navigate to the ‘Conversations’ section in the tool panel.
2. Click the ellipsis icon to the right of the conversation title.
3. A menu will appear with some options.
4. Click the ‘Resolve’ option.
5. The conversation will be moved to the ‘Resolved’ tab.
   Note: Resolving a conversation will prevent any further replies or edits.
   
   In the video below you will see the steps described above.

Delete a comment

To delete a comment, follow these simple steps:

1. From the Review request, navigate to the ‘Conversations’ section in the tool panel.
2. Hover your cursor over the comment you want to delete and click the ‘delete’ icon to the right.
   Note: You cannot delete a comment if it is the only comment in the conversation. Instead you must delete the conversation.
3. A confirmation modal will appear.
4. Click the ‘Delete Comment’ button to complete the action.
5. The comment will be deleted.
   
   In the video below you will see the steps described above.

Delete a conversation

To delete a conversation, follow these simple steps:

1. From the Review request, navigate to the ‘Conversations’ section in the tool panel.
2. Click the ellipsis icon to the right of the conversation title.
3. A menu will appear with some options.
4. Click the ‘Delete’ option.
5. A confirmation modal will appear.
6. Click the ‘Delete Conversation’ button to complete the action.
7. The conversation and all of its comments will be deleted.
   
   In the video below you will see the steps described above.1