Introduction
For users, it may be desirable to use comments (remarks) from a sender or another user to process and approve a transaction. In addition to the comments that can be added to transactions, comments can also be added in Upload & Importing. In this way, submission users (Aanleveraar) can, for example, provide additional information about the nature of the submitted document.
Functions and features
Comments can be added to documents in various ways. In addition to comments, users can also be tagged:
Add comments and tag users in Upload & Importing in the portal.
Add comments and tag users via the mobile app.
Add comments and tag users via email.
Add comments and tag users in Upload & Importing in the portal
By double-clicking a line in Upload & Importing, the details window opens. By typing @ in the comment field, you can select a user to tag. In addition to the comments field, attachments and executed automation rules can also be viewed here:
A tagged user automatically receives an email notification with a link to the document.
Add comments and tag users via the mobile app
When a document is submitted using the mobile app, it is possible, (after selecting the administration and journal) to include Comments for the processor.
Add comments and tag users via email
Comments can be included in an email by placing them between {* text *}. By starting with {* and ending with *}, the text between these markers will be recorded as a comment. Users who have access to the administration can be tagged by adding @username or @full name of the user (as entered in the user settings) between the markers.
Based on comments added via email, automation rules can be configured for Upload & Importing. This makes it possible to automatically process, delete, move, and/or assign a destination to documents based on the comment included in the email.
Comments in email:
Results in Zenvoices:
View comments in Transactions
Comments added in Upload & Importing are highlighted in green:
View comments in Document management
Comments added in Upload & Importing are highlighted in green here as well, just like in transactions.
User permissions
The following user permissions can be configured:
Upload & importing
Upload & importing | Document remarks
Upload & importing| Document remarks | Add remarks
Upload & importing| Document remarks | Delete remarks (all remarks)
Upload & importing| Document remarks | Delete remarks (own remarks only)
Additional settings
By default, comments are transferred to Transactions and Document management for new transactions. If this is not desired, this can be disabled in the administration preference settings.