Senders and recipients can have document discussions through PT-X Connect to answer questions, resolve queries and settle disputes related to the document in question..
Senders
- Select the appropriate document and enter a comment underneath Discussions to the right of the document.
- Click Post.
- A recipient will receive a notification email containing a link to the document so that they can reply in due course.
- When the discussion is complete, click Close.
Please Note: Only senders can close document discussions.
Recipients
Unregistered users must create an account with PT-X Connect to view the Inbox or leave comments.
- Select the appropriate document and enter a comment underneath Discussions to the right of the document.
- Click Post.
When a recipient of a document adds a comment, all users on the sender's account that have access to the profile under which the document was created, (either by having administrator privileges or having a role for that profile) will receive a notification email about the comment.