Comments provide specific indications in documents. These annotations enhance communication and ensure a better understanding of the shared information.
A common use case is to include a comment to specify a particular condition, a recommendation, or an important note in an invoice or any other commercial document.
Adding a Comment to the Catalog
There are two ways to create a comment in Fact:
From the catalog (covered in this article).
Directly from a document by adding a comment line and synchronizing it with the catalog.
cf. Create a comment from a document (in French)
Creating a Comment from the Catalog
Open the Catalog menu and select the Comments tab.
Click the Create a comment button.
Fill in the required fields:
Comment Reference: Identifier for the comment.
Comment Content: Text that will appear on the document.
Confirm by clicking the ✓ Create button.
Note: While it is technically possible to create duplicates, this can reduce readability. It is recommended to ensure that both references and content are unique.
Edit a Comment in the Catalog
Access the Catalog menu and open the Comments tab.
Select the comment to be edited by clicking on it.
Update the necessary fields:
Comment Reference: Update the identifier if needed.
Comment Content: Adjust the text as required.
Confirm the changes by clicking the ✓ Save button.