The Internal Notes and Review Comments features on DiligenceVault are designed to make collaboration and review smoother, clearer, and more organized throughout the review process. Whether you're working through a project internally or preparing for formal review, these tools help centralize communication and streamline workflows.
Internal Notes: Centralize Internal Collaboration
Internal Notes allow you to document important question-specific details, upload reference images, and collaborate privately within your team. These notes are not visible to external parties and serve as a shared space to capture internal insights and decisions.
To add an internal note:
- Go to the relevant question in the project.
- Click the Internal Notes & Review Comments button on the right of the question.
- Select Internal Notes from the side panel that opens.
- Type your note and click Add.
You can also tag colleagues using the @user function, which sends them an email notification so they’re looped in right away.
Review Comments: Streamline the Review Process
Review Comments are used during the formal evaluation of responses. These comments are ideal for sharing feedback, flagging questions, indicating approval status, and tracking review progress—all within the context of the specific response.
To add a review comment:
- Either click the Internal Notes & Review Comments button on the question or highlight specific text in the response and click the Review Comment icon.
- Select Review Comment in the right-hand panel.
- Under the Unresolved section, click the Comment + icon to add your input.
Once added, review comments can be resolved, edited, or deleted using the checkmark and the three-dot menu on each comment. All resolved comments move to the Resolved section for future reference.
With both Internal Notes and Review Comments now accessible from a unified side panel, it's easier than ever to collaborate, provide feedback, and ensure everyone on your team is aligned—all without leaving the platform.