---
title: Working with Notes and Comments in Documents
description: How to Create a New Note or Comment How to Tag a Colleague How to Edit Notes and Comments Adding links How to Automatically Transfer Notes Between Documents In Precoro, you can leave Notes and Comment
---

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# Working with Notes and Comments in Documents

## Learn how to create notes and leave comments in documents in Precoro.

#### TABLE OF CONTENTS

- [How to Create a New Note or Comment](https://help.precoro.com/working-with-notes-in-documents#How1)
  
    - [How to Tag a Colleague](https://help.precoro.com/working-with-notes-in-documents#Tag)
- [How to Edit Notes and Comments](https://help.precoro.com/working-with-notes-in-documents#how-to-edit)
- [Suppliers Comments](https://help.precoro.com/working-with-notes-in-documents#suppliers)
- [How to Automatically Transfer Notes Between Documents](https://help.precoro.com/working-with-notes-in-documents#Notes)

In Precoro, you can leave **Notes** and **Comments** for every document. This can help you highlight and organize important information about the document, working terms, or the Supplier.

 The main difference between Notes and Comments is that **Notes** allow you to leave important records that will be shown in the printed document version and available for the Supplier’s consideration. They are not being sent to your colleagues to receive their reply.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/217818903455" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="217818903455" data-hsv-style="" data-hsv-width="688" data-hsv-height="390" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

To tag other users and lead communication with colleagues, you can use **Comments**. In that case, you can ask questions, and your tagged team members will receive email notifications with the comment and a way to proceed to Precoro to this specific document and provide a reply. The comments are not displayed in the printed version.

![comment-section](https://help.precoro.com/hs-fs/hubfs/comment-section.png?width=670&height=332&name=comment-section.png)

### How to Create a New Note or Comment

In order to create a new Note, open the necessary document, scroll down, and press the **Add Note** button. If you wish to add a Comment, press the **Add Comment** button on the opposite side of the page.

**💡 Please note:** You can **format your text** using the tools panel above to structure and make it easier to understand.

<https://help.precoro.com/hubfs/SO0qN4IMOoN4AMZbJh0QozmVS2NDOhrKyQ%20(1)-gif.gif?hsLang=en>

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/217820439193" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="217820439193" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

Notes and Comments formatting is available in the following documents:

1. Warehouse Request
2. Invoice
3. Purchase Requisition
4. Purchase Order
5. Requests for Proposal (in the Supplier Portal as well)
6. Receipt
7. Expense
8. Credit Note
9. Supplier Portal (in the following documents: Requests for Proposal, Purchase Order, and Invoice)
10. Purchase Order Conditions (on the page for creating and editing Suppliers)

Please consider that Notes are unavailable on the following pages:

1. Supplier Management (page for creating and editing Suppliers)
2. Contract Management.

#### How to Tag a Colleague

In Comments, you can tag your colleague by entering the **@** sign and typing their email. After you add the comment, your colleague will be automatically included in **The comments will be sent to:** section, and you will also be able to remove them by clicking on the cross sign next to their email.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/217820439322" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="217820439322" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

A tagged user will receive an email notification with the comment and a way to proceed to Precoro to this specific document and provide a reply.

![new-comment-email](https://help.precoro.com/hs-fs/hubfs/new-comment-email.png?width=670&height=305&name=new-comment-email.png)

### How to Edit Notes and Comments

Press the **Edit Note** button to change the previously created text:<https://help.precoro.com/hubfs/Monosnap%20Purchase%20Order%20%2336%202022-11-08%2009-32-34-png.png?hsLang=en>

You can edit and remove **Comments** in all documents. This functionality is available for all Precoro users

**💡 Please note:** Only the comment **creator** can perform those actions.

After you have removed the comment, there will be a corresponding system message with the time and date of removal.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/217820439351" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="217820439351" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Suppliers Comments

In addition you can communicate with the supplier directly on a document using **Supplier Comments**. This lets your team and the supplier clarify details, discuss a discrepancy, or confirm a change without leaving Precoro or sending a separate email.

💡 Please note: Supplier Comments are available only if your company uses the [Supplier Portal](https://help.precoro.com/suppliers-portal-1?hsLang=en), which is included in the **Automation plan**, and the document's supplier is registered on the portal. If either condition isn't met, this option won't appear on your documents.

![suppliers](https://help.precoro.com/hs-fs/hubfs/suppliers.png?width=670&height=324&name=suppliers.png)

### How to Automatically Transfer Notes Between Documents

When creating related documents, you do not need to copy and paste Notes. You can activate their automatic transfer from the original document.

To set the transfer:

1\. Go to **Basic Settings →** **Document Setup** → **Purchase Order** and activate the needed options:

- Transfer notes from **Purchase Requisition** to **Purchase Order** Automatically.
- Transfer notes from **Purchase Order** to **Invoice** and **Receipt** Automatically.

2\. Press the **Update** button to save the changes.

![transfer-notes](https://help.precoro.com/hs-fs/hubfs/transfer-notes.png?width=670&height=324&name=transfer-notes.png)

 After the activation, when creating related documents, the Notes will be transferred automatically:

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/217826333615" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="217826333615" data-hsv-style="" data-hsv-width="688" data-hsv-height="390" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

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