On this tab, you can enter comments. What you enter is marked with the date, the time, and your user name. This comments box is integrated with the Underwriter’s comments on the Decisioning page so that as the application progresses, a history of comments entered during each task is available.
Any user who can see the application in the search results or on the Home page can add comments to the application at any time. The Comment History section will show all comments that have been entered, whether they were entered directly in this section on the Application page or by means of the Add Comment right-click option on the Home page.
If you want to enter comments, type them in the New Comment text box and click the Add Comment button. Your text will be added to the Comment History section.
Note: The Comment History is a permanent log that cannot be edited.
Viewing Comments from the Decision Page
If comments have been entered for the application, the Comments tab will display an icon resembling a sticky note. Expand the section (click the plus sign) to view the comments.
Comments are all stamped with the time and date of entry, as well as the user name of the person who entered them. Comments may have been entered by the Relationship Manager and/or the Underwriter who previously reviewed this application, if the application has been through another Underwriter. Also, any user who can see the application in the search results or on the Home page can add comments to the application at any time. The Comment History section will show all comments that have been entered, whether they were entered directly in this section on the Application page or by means of the Add Comment right-click option on the Home page.
This topic was last updated February 8, 2019.