All Collections
Compliance Review
Add a Note to a Document Sent for Compliance Review
Add a Note to a Document Sent for Compliance Review
Jointly Support avatar
Written by Jointly Support
Updated over a week ago

Agents and Reviewers can add notes to documents submitted for review to communicate important information.

  1. Click on the "PENDING REVIEW" button.

  2. Click on the note icon to add your note.

Once the note has been added, it will show under the Document Notes Section. You can delete or unpin the note by clicking on the 3 vertical dots.

Did this answer your question?