Comments allow specific information to be added to documents such as quotes, purchase orders, delivery notes, deposit invoices, final invoices, or credit notes. These annotations facilitate communication and ensure a better understanding of the exchanged information between parties.
A common use case involves inserting a comment to specify a particular condition, recommendation, or important remark in a commercial document.
Methods for adding a comment to a document
There are two approaches to inserting a comment in Fact:
From the catalog: See the dedicated article: Create a comment from the Catalog.
Directly within a document: By adding a comment line (covered in this guide).
Add a comment to a document
1. Adding an Existing Comment (from the Catalog)
Open or create a document from the Documents tab.
In the dropdown menu dedicated to comments, search for and select the desired comment.
The comment is be added as a line. Click on the Save button to confirm.
2. Add a new comment
From a document, click on the Comments dropdown menu and then on the + ADD COMMENT button.
A new blank comment line will be added to the document. Fill in the text field with the desired content.
Click on the Save button to validate the addition of the unique comment to the document.
Saving the new comment in the Catalog
A created comment can be saved in Fact's catalog for future use without needing to re-enter it. To add it to the catalog:
Click on the action menu (three dots) located to the right of the comment.
Select the option Save to Catalog.