ComplyWiseHelp CenterOpen ComplyWise
How-toUpdated Sept 2026

Comments and collaboration

Every library document supports threaded comments, anchored to the exact spot on the page they're about. Anyone who can view a document can comment on it, including View Only members.

Where comments live

Comment threads appear in two places, always in sync:

  • the Comments tab of the document workspace rail, readable without opening the editor
  • as numbered pins on the pages themselves, in the editor and on the e-sign surfaces

Click a pin to jump to its thread; click a thread to highlight its pin.

Start a thread

  1. Open the document and switch the rail to Comments (or open the Edit tab to place a pin directly).
  2. To anchor a comment, choose Comment on the page, then click the spot: a pin lands and the composer opens.
  3. Type and press Enter to post. Shift+Enter adds a line break.

You can also post a document-level comment with no pin when the point isn't about one spot.

A page with numbered comment pins and the thread rail alongside
A page with numbered comment pins and the thread rail alongside

Reply, resolve, edit

  • Reply in any thread; replies stay nested under the root comment.
  • Resolve a thread when it's handled: the author or anyone with edit rights can resolve, and a resolved thread can be reopened if the discussion isn't done.
  • Edit or delete your own comments. Members with edit rights can moderate others' comments when needed; nobody can rewrite someone else's words.

Comment visibility on documents out for signature

Once a document has an e-sign envelope, every thread carries an audience:

  • Internal: visible only to your workspace. This is the default.
  • Visible to signers: signers see the thread on their signing page and can reply there.

You choose the audience when starting a thread. Signers' own comments arrive as signer-visible threads, attributed to them.

Publish an internal thread to signers

If an internal discussion turns out to be something the counterparty should see:

  1. Open the thread and choose Publish to signers.
  2. Confirm. The whole thread, replies included, becomes visible to signers.

Publishing is one-way: you can't take a thread back to internal once signers may have seen it, so the confirmation step is there for a reason.

Orphaned threads

Comments anchor to a document and a page, so they survive new versions. If a save removes the page a thread was pinned to, the thread isn't lost: it stays in the rail with an Orphaned badge so the discussion trail is preserved even though its pin has nowhere to land.

Related articles