Configuring comment types and importance

The document journal in Continia Document Capture features a comments section, which displays various details relating to the document you've selected.

Configurable comments

If a comment in the document journal is configurable, the word Yes is displayed in the Configurable column for that comment – otherwise, No is displayed. You can make the following changes to configurable comments:

• Change the comment type.
• For error comments, specify if documents with this error should be automatically assigned to a user that can resolve the underlying issue.

Comment configuration changes can be applied to:

• A specific vendor template. You do this on the Document Category card or from the document journal by following the guide below.
• All templates in the current company. You do this in the Message Center Setup by following this guide.

To configure comments for specific templates

1. Search () for and select Document Categories.

2. Select the relevant document category – for example, PURCHASE – and click Edit on the action bar to open the Document Category card.

3. On the Templates FastTab, in the list of templates, select the relevant template and click Edit to open the template card.

4. On the action bar, click Related > Template > Message Center Setup to open the Message Center Setup page for the selected template.

5. Configure the comments by editing one or more of the following fields for each relevant comment.

   
   

   Field	Description
   User-Defined Comment Type	Enables you to change the comment type. It's generally possible to escalate the severity of a comment – for example, to change from Warning to Error – whereas de-escalating from Error to Warning typically isn't an option.
   Document Status Code	Allows for the automatic assignment of status codes to documents, based on the triggering of predefined comments. Status codes are only assigned if the document doesn't already have a manually defined status code. If multiple comments apply to a document, the status code is applied based on the first comment.
   Assign on Error	Indicates that, when the currently selected comment appears in a document, the document is automatically assigned to a specified user for further action to resolve the issue. The field is only selectable for Error comments.
   Assign to User ID	Enables you to specify the ID of the user to whom you want documents with the selected comment to be assigned. The field is only editable if Assign on Error has been selected.

   Note

   When you configure a comment, the text of the entire comment line in the setup is made bold to highlight the change, and the Template No. column displays the number of the template that's affected by the change. The Template No. field itself isn't editable, it's merely for display purposes.

6. When you're done, click Close.

   Tip

   To reset a template-specific comment setting, either click Related > Template > Message Center Setup on the desired template card or click Yes under the Configurable column of a comment in a document. Then, select the same value under the User Defined Comment Type as the value shown under the Company Comment Type column.

To configure comments for all templates in a company

1. Search () for and select Message Center Setup.

2. On the action bar, click Edit List.

3. In the list of comments, select the desired comment and configure it by editing one or more of the fields described in step 5 above.

4. Repeat step 3 for any additional comments you want to configure.