Add a note and talk it through

A best guess has two answers, keep it or change it. Everything else you want to say goes in a note: something is missing, a line reads wrong, you see it differently. This guide follows Barb as she pins a note, replies to David, settles a difference with him, and closes a note that is dealt with.

Watch the walkthrough1:15

0:00 / 1:15

1. 1In a document, select Add a note, then click the spot on the page.0:00
2. 2Write the note and select Pin the note. It gets a number on the page.0:03
3. 3A note about the whole packet goes on Where things stand.0:14
4. 4Reply to a note. Select Mention to name the person who should see it.0:25
5. 5Waiting on you shows who wrote to you. Open the guess where you and David differ.0:40
6. 6Reply under the guess until you agree, then select Settle it.0:55
7. 7Select Mark handled once a note is dealt with.1:04

Pin a note on a page

Open the document and select Add a note above the pages. Click the spot the note is about. A box opens there: write the note and select Pin the note.

1. 1The spot you clicked. Click another spot to move it.
2. 2Your note.
3. 3Pin the note saves it on that spot.

The note gets a number on the page, and the same number beside the page with your name and the time. Everyone who opens the document sees it.

1. 1The pin on the page.
2. 2The note beside the page, with Reply and Mark handled.

About the whole document?

After Add a note, select On the whole document instead. The note then sits under Notes on the whole document, with no pin.

Write a note about the whole packet

Some notes belong to no single document: a form is missing, two documents disagree. Open Where things stand, go to Notes on the whole packet, write the note and select Add the note.

1. 1Where things stand, at the top of every page.
2. 2The box for a note on the whole packet.

Reply, and mention a person

Select Reply on any note. To make sure one person sees it, select Mention and pick their name. It types the name with an at sign in front, and you can type that yourself too.

1. 1Your reply. @David names him.
2. 2Mention lists the people on the packet. Pick one.
3. 3Reply adds it to the note.

A mention puts the note in that person’s Waiting on you. It stays there until they reply or the note is handled.

When two answers differ

Anyone can answer any guess, and only the answer of the person who decides it is counted. When you answer a guess David decides, your answer is kept beside his. If the two are not the same, the guess says David and Barb differ, and David’s Waiting on you shows it.

1. 1Where each person stands: each answer, with who and when. David decides this one, so his is counted.
2. 2The guess says the two differ, and whose answer counts.
3. 3The talk about it. David wrote to Barb, so it is in her Waiting on you.

Talk it through and settle it

Reply under the guess until the two of you agree what happens. Then either of you selects Settle it. The guess says Settled, the answer that counts stands, and the talk stays on the guess for anyone to read.

When you and Summer differ on a guess you both decide, it waits on the two of you, and the guess offers two ways to end it.

1. 1Why it waits on both of you.
2. 2Agree with Summer takes her answer as yours. Settle it: my answer stands ends it on your answer, with hers kept beside it.

A difference holds a document back

A document is not published while a guess in it has a difference to settle, even after all three of you approve it. Review and approve a document shows what that looks like.

Mark a note handled

When a note is dealt with, select Mark handled on it. It folds away under a line such as 1 handled, show it, and keeps who handled it and when. Anyone who can see a note can mark it handled, and Open it again brings it back.

1. 1Mark handled closes the note. Open notes on a document hold it back from being published.

Next

Review and approve a documentApprove a version, or ask for a change, and see when it is published.

See where things standEach person's progress, what changed, and what done looks like.