Attachments in comments are useful for sharing backup, adding context, and keeping conversations tied to the document they relate to.
1. Open the Record
To add an attachment to a comment:
Open the document you want to comment on.
Go to the Activity section.
Click into the comment box.
The comment box may show a prompt such as Type "@" to directly notify a colleague.
2. Add a File to the Comment
You can attach a file in either of these ways:
Click the paperclip icon in the comment box.
Drag and drop files directly into the comment box.
Adaptive shows the selected files before you submit the comment.
Note: File type and file size limits depend on your company's Adaptive settings. If a file cannot be uploaded, review the file type or size and try again.
3. Write Your Comment
Enter the message you want to include with the attachment.
Use @ to mention a teammate and notify them directly. On supported vendor-facing comment threads, you may also be able to mention the vendor on the transaction.
Learn more about vendor-facing comments here: Sending Messages to Vendors.
4. Submit the Comment
When your message and attachments are ready, click Add comment.
Adaptive adds the comment to the Activity timeline and displays the attached files with the comment.
5. Reply With an Attachment
You can also attach files when replying to an existing comment thread.
To reply with an attachment:
Click Reply on the comment thread.
Type your reply.
Click the paperclip icon or drag files into the reply box.
Submit the reply.
The attachment stays with that comment thread so everyone reviewing the activity has the same context.
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at [email protected]!