Add Status Updates to a Document

This article describes how to add Status Updates to a document, allowing users to provide feedback, share notes, or track updates directly within the Document Center.

Follow these steps to add a Status Update to a Document:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Navigate to the desired Document Folder where you want to add a comment and click the More Options icon in the top-right corner.
3. Choose Document Details. A Document Details page will be displayed.
4. Scroll down to the Status Updates section and expand the Write New Status Update.
5. Enter the necessary details in the comment field.
6. Share your message or comment by typing @ or clicking the @ symbol on the right of the text field, before or after your message, then selecting the user to share it with.

7. Click on Include Attachments to add any relevant files or documents.

   ℹ️ Notes

   Shared status updates remain within the system and are not included in email notifications. Instead, users receive an email with a link to view the message in Compliance Manager Messages, which includes a link to the related incident.
8. Click Save to add the message's details. The added status will appear in the Messages field.
9. All the messages and attached reference documents will be listed on the screen. Users can download the related document using the download icon.
10. Use the pencil icon to edit the required details and save the information.

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