Skip to main content

Add comments to a Doc Designer template

Show the comments from a transaction on the document you send or print.

Written by Heather Worthington

You can print the comments you enter on a transaction so your recipient sees the same information. You add the Comments component to your template. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.

  1. From the main menu, click Settings, then click Doc Designer.

  2. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  3. Click the Toolbox tab, then go to the Other Data section.

  4. Drag the Comments component onto the template layout.

  5. Click Save Now, then click Publish.

🤓Tip: Place the Comments component in the main body of the template, not the footer. A comment in the footer can print more than once.

Did this answer your question?