Add comments to documents

You can also add a comment to documents that are visible to the client.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select the Documentstab.
  4. Select the speech bubble icon next to the applicable document.

    The speech bubble is not visible for documents that are set to Viewable to Practice Only.

  5. Enter your comment in the comment box.
  6. Select Submit.