Sisu gives you a variety of tools for managing all your comments from Sisu and Client Portal. You can use the Notifications panel, the Message Center, and @mentions to organize all your comments and keep track of what is most relevant. This helps you and your team work together so you can more efficiently get things done.
Topics in this article:
Starting a New Transaction Comment Thread
Starting a New Task Comment Thread
Starting a New Document Comment Thread
Replying to Comment Threads in a Transaction
Using the Notifications Panel to Reply to a Comment
Accessing Comments in the Message Center
Using @Mentions in Sisu
Frequently Asked Questions
Use the table of contents on the right side of the screen to jump to a particular topic.
Starting a New Transaction Comment Thread
You can start internal and client-facing comment threads in any transaction.
1. In Sisu, go to Transactions > Transactions. This opens the Transactions screen.
2. Click in-line with a transaction to open it.
3. Click the Comments tab.
4. Click the New Message button next to the search bar. This makes the New Transaction Comment window appear.
5. In the text field, enter your comment and format it how you want. Use @mentions to notify others of your comment.
ℹ️ Note
If you have access to Client Portal, click the Client Facing button if you want to make the comment visible to the client. The comment then turns blue.
The first comment in a thread determines whether the thread is internal or client facing. Internal comment threads can't include client-facing replies, while client-facing comment threads can include both internal and client-facing replies.
6. When finished, click Send Message. Other users can now comment on your thread from Sisu and from Client Portal.
Starting a New Task Comment Thread
1. Go to Transactions > Transactions
2. Click in-line with a transaction to open it.
3. Click the Tasks tab.
4. Click in-line with a task. This opens the Task Detail window.
5. In the text field at the bottom of the window, enter your comment and format it how you want. Use @mentions to notify others of your comment.
ℹ️ Note
If you have access to Client Portal, click the Client Facing button if you want to make the comment visible to the client. The comment then turns blue.
The first comment in a thread determines whether the thread is internal or client facing. Internal comment threads can't include client-facing replies, while client-facing comment threads can include both internal and client-facing replies.
6. When finished, click Send. Other users can now comment on your thread from Sisu and from Client Portal.
Starting a New Document Comment Thread
1. Go to Transactions > Transactions
2. Click in-line with a transaction to open it.
3. Click the Documents tab.
4. Navigate through your team's folder structure to the document of your choice.
5. In-line with a document, click the comment icon. This opens the comment window.
6. In the text field at the bottom of the window, enter your comment and format it how you want. Use @mentions to notify others of your comment.
ℹ️ Note
If you have access to Client Portal, click the Client Facing button if you want to make the comment visible to the client. The comment then turns blue.
The first comment in a thread determines whether the thread is internal or client facing. Internal comment threads can't include client-facing replies, while client-facing comment threads can include both internal and client-facing replies.
7. When finished, click Send.
Replying to Comment Threads in a Transaction
1. Go to Transactions > Transactions
2. Click in-line with a transaction to open it.
3. Click the Comments tab.
4. If you're looking for a specific kind of comment thread, click on either the Transaction, Tasks, or Documents tab. Comment threads appear under these tabs.
5. Click on a comment thread to view the original comment and all its replies.
6. In the text field, enter your reply and format it how you want. Use @mentions to notify others of your comment.
ℹ️ Note
If you have access to Client Portal, click the Client Facing button if you want to make the comment visible to the client. The comment then turns blue. Remember that internal comment threads can't include client-facing comments.
7. When finished, click Send.
Using the Notifications Panel to Reply to a Comment
The Notifications panel shows you all comments and replies that include an @mention.
To reply to a comment using the Notifications panel, do the following:
1. Click the bell icon in the top-right corner. This opens the Notifications panel.
2. Click the Comments tab.
3. Find the comment thread you want to reply to and click Reply.
4. In the text field, enter your comment and format it how you want. Use @mentions to notify others of your comment.
ℹ️ Note
If you have access to Client Portal, click the Client Facing button if you want to make the comment visible to the client. The comment then turns blue. Remember that internal comment threads can't include client-facing comments.
5. When finished, click Send.
Accessing Comments in the Message Center
The Message Center organizes all comments from all your transactions into the following categories:
Transaction comment threads
Task comment threads
Document comment threads
@mentions
All unread emails
All archived emails
To access comments in the Message Center, do the following:
1. Click the Message Center tab on the left side of the screen.
2. Click the Comments tab.
Using @Mentions in Sisu
If you want someone to receive a notification about a comment, you must use an @mention. This will cause your comment to appear in their Notifications panel, which you can open by clicking the bell icon in the top-right corner.
To make an @ mention, do the following:
1. Go to a place in Sisu where you can make a comment or a reply.
ℹ️ Note
See one of the above sections in this article for help starting comment threads and replying to comments.
2. In the text field, enter the @ symbol and then type the name of either a user or a client. As you type, possible matching names will appear in a list.
3. Select the person you would like to @mention from the list.
⚠️ Important Note!
You must select an individual from the list. If you simply type in a name, no one will be notified of your comment, even if the @mention is in the correct format. When done correctly, the @mention is highlighted in gray. See the screenshot below for reference.
4. When you send your message, the number next to the person's bell icon increases by 1 and they receive an email.
Frequently Asked Questions
What's the difference between a comment and a message?
Direct Message: Direct messages are only visible to the recipient(s) of the message. Direct messages are not visible to clients.
Comment: Comments are tied to transactions, tasks, and documents. This means that those who are involved with those transactions, tasks, and documents will be able to see your comments and reply to them. Comments can be client facing.
What's the difference between Transaction, Task, and Document comments?
Transaction comments: These are general comments connected to a specific transaction. You can start a Transaction comment thread from Sisu or from within Client Portal.
Task comments: These are comments made on a specific task. You can only start a Task comment thread in Sisu by commenting on a task in a transaction's task list.
Document comments: These are comments made on a specific document. You can start a Transaction comment thread from Sisu or from within Client Portal.
What are all the differences between internal and client-facing comments?
Internal comments will not be visible to clients. Client-facing comments will be visible to clients.
The first comment in a thread determines whether the thread is internal or client facing. Internal comment threads can't include client-facing comments, while client-facing comment threads can include both internal and client-facing comments.
Client-facing comments are blue. Internal comments are white.
All new messages are internal by default.
When I @mention someone, how will they be notified?
Short answer: through email and the Notifications panel
An @mention will send an email prompting the recipient to log into Client Portal to check the notification.
@mentions also increase the counter next to the bell icon. Click the bell to open the Notifications panel and see @mentioned comments and replies.
Where do I see all the comments for a single transaction?
Short answer: the transaction's Comments tab
When the transaction opens, you'll see multiple tabs allong the top. Click the Comments tab to see all the transaction's comments.
Where can I see and manage all comments?
Short answer: the Message Center
For help accessing the Message Center, check out the section of this article called Accessing Comments in the Message Center.
What actions can you take from the Notifications panel?
You can open the Notifications panel by clicking the bell icon in the top-right corner of Sisu. Here's some of the actions you can take right from the Comments tab of the Notifications panel.
Reply to a comment
Open a transaction by clicking the client information line
View a document
Mark the thread as read/unread; or archive the thread
How do comment notifications work in Sisu?
The only way to notify someone of a comment or a reply is to @mention them. You will also be notified if someone you have @mentioned responds to you. An @mention prompts an email to be sent out, and it causes the counter next to the bell icon to increase by one.