Adding Assessment Comments and Attachments

Adding Comments Tagging External Users

Adding Comments and Attachments

You can add comments and attach supporting documents to any question at any time.

1

Expand the Comments area (1), and then click Add Comment (2).

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Type your comment in the text field, then click Save (3) to submit. You can add attachments to your comment (5) separately from question-level attachments using the corresponding Add Attachments button. Click Cancel (4) to discard the comment.

You can delete a comment at any time using the Delete icon next to its header, edit it using the Edit icon, or reply to it using the Reply icon.

You can also open and remove attachments added to a comment or to the question itself.

When you add a new comment or attachment, it immediately becomes visible to all respondents in their surveys (provided they have not yet submitted), as well as to all approvers, the Assessment Owner, the Assessment Creator, and other participants who can access the Assessment Report.

Tagging External Users in Comments

You can send a comment to any person who is not in the system by placing their email address inside [~ ] at the beginning of the comment. For example:

[~[e-mail]] My Comment 1

The system sends an email to [e-mail] containing the assessment name, your comment, and the full text of the question. If the recipient replies, their response is automatically added as another comment to that question.

📋 Note: The recipient must not change the email subject in order for the system to correctly recognise and attribute their reply.

To tag multiple recipients, separate their email addresses with spaces at the beginning of the comment. For example:

[~[e-mail]] [~[e-mail]] My Comment 2

Both [e-mail] and [e-mail] will receive the comment email and can both reply to add their responses as comments in the system.

📋 Note: Recipient email addresses must appear at the beginning of the comment — not in the middle or at the end. Separate multiple addresses with one or more spaces, not any other symbol.

TrustArc  ·  Adding Assessment Comments and Attachments  ·  support.trustarc.com