(ENG) Commentator Starter Guide

Welcome to Docfield!

With Docfield, you can easily collaborate on documents and contracts all in one place. You can view documents, leave comments, and contribute to a smooth workflow. Docfield ensures this process is clear and efficient.

This guide is intended for users with the commentator role in a Docfield environment. It walks you step by step through the key features so you can quickly get familiar with the platform and start reading documents and adding comments right away.

In this guide

Login

Overview

Working with Templates and Documents

Additional Features for Commentators

Login

You’ve been invited to get started as a commentator in Docfield. You’ll receive an invitation link in your email inbox.

• Invited as a guest:
  Each time you want to log in, you’ll receive a new link via email. This link takes you directly to the environment. Note: Once you set a password, you will no longer receive these email links and will log in using your email address and password.
• Invited as a member:
  You’ll receive a link that allows you to set a new password. After that, you can log in using your email address and password.

To log in, go to: https://app.docfield.com/

Overview

If you’ve been invited to a document or template and click the link in the email, you’ll be taken directly to the correct location in Docfield and can proceed to the next step. If you log in via the login page, you’ll enter the organization’s environment. At the top, you’ll find the navigation bar, which allows you to access the document or template overview. Here, you can see all templates and documents you have access to. From these overviews, you can open a template or document to get started.

More information: Read here how the document overview works.

Working with Templates and Documents

Once you’ve opened a template or document to view, you can leave comments.

How to add a comment:

1. Hover your mouse over the block where you want to leave a comment.

2. Click the comment icon to the right of the block and write your comment.

3. You can also select a specific word or piece of text and then click the comment icon. The selected part will be highlighted in yellow, showing exactly what the comment refers to.

More information: Read here about how comments work.

Additional Features for Commentators

As a commentator, you can also:

• View the history of a template or document

• Download a PDF of the template or document

• Use the search function

• View recent activity

• See previous versions of each text block in documents