The comments feature allows your Financial Institution to communicate with you directly in the Green Check application.
The comments feature contains the following functionality:
- Comment chains: Add comments, reply to comments, and track related comments all in one place. Previously in places where you could add one comment to accompany an uploaded document or deposit record, for instance, we now allow comment chains and conversations. This leads to a more robust system of record for all your related communications.
- Add attachments or evidence: Along with adding a comment, you can add attachments for reference purposes
- Talk to both internal and external users: Use the “external comment” checkbox to make your comment visible to the related account. For example, if making a comment on a requirement, use the external visibility to ensure your account sees the comment on their end as well. Or don’t check the box at all if you want the comment to be seen only by your fellow employees. Don’t worry; there’s a confirmation modal in place to alert you when you are about to make an external comment that your accounts can see!
- Mention users directly in comments: When adding a comment, type the @ symbol to mention users by name in your organization. If you’re adding an external comment, meaning you are communicating with someone not within your organization but at the CRB account, check the “external comment” box and then use the @ symbol to include external users in your mentions. Users mentioned will get a notification and an email alerting them to the new comment. This two-way communication helps you get work done faster and more efficiently within the application.
The Comment widget can be found on the following pages within the application:
- The account approval process
- On the review as a whole
- Due Diligence Requirements
- Due Diligence Documents (within Requirements)
- Active accounts
- On the account record
- Due Diligence Requirements
- Due Diligence Documents (within Requirements)