Discussion Pane

The Discussion Pane gives users the ability to add notes and create a discussion for each document that is stored in DataServ.

How to Access the Discussion Pane? 

The Discussion Pane is located within the Document Viewer screen for each document. To access the Discussion Pane, click on the “Discussion” tab located in the right pane of the Document Viewer screen.

Adding a Comment 

To add a comment to the Discussion Pane, simply type your comment in the box 

Once your message is complete hit Enter or the select the Send icon on the left.

The text you entered will be added to the Discussion Pane. Each comment will have a date/time stamp and will list the user that added the comment. The newest comment will appear at the bottom of the pane. The Discussion tab will list the number of comments that exist for the document.

If the Discussion Pane contains multiple pages of comments, you can navigate using the scroll bar on the right side of the pane.

The last comment entered in the Discussion Pane will display in the "Last Comment" field that is available in the Search Results grid. You can hover over the field to see the entire comment.

All notes entered in the "Notes" field will automatically create a new entry in the Discussion Pane.

Editing A Comment

You can edit your comment by clicking on it. The following window will appear, enabling you to edit the comment.

Type in your edit and then click on save

Your comment will now show in the Discussion Pane with the edit details in red

Deleting a Comment

You can delete your comments by clicking on it . The following window will appear, enabling you to delete the comment.

Click Delete to remove the comment.

You can only edit or delete your own comments, you may not edit or delete someone else's comment.

Note: To make sure your Discussion comment is saved, you must select “Save and Close” or “Save Changes and Update.”

• If you choose “Close” only, the system will prompt you to save before exiting.

You can search on information contained within the Discussion Pane by doing a search on the words contained in the  comment. 

Tagging Users

You can tag users with @username inside the Discussion pane to draw their attention to a specific document or comment.

Tagged users receive an email that links directly to the document and the exact comment thread.

Start your comment with @ and select the users from the drop-down.

In the @mention dropdown, users with notifications disabled will show a muted bell icon 🛎️ to indicate they will not receive an email. 

Note: Users with notifications disabled will not receive an email when tagged.

Once @ user is select type you message 

Comments containing at least one tag must be saved before the notification email will be sent.

You can mention as many users as needed in a single comment.

Each tagged user receives one email per comment. Editing a comment does not resend a notification unless additional users are tagged in the existing comment. Any newly tagged users will receive and email. 

Example Email:

Hi,

QA Support mentioned you in the discussion thread for the document (DIN: 0801250016) at 08/01/2025 - 03:53:33 PM CDT. 

------------------------------
Can you follow up on this @John Doe?
 -QA Support
------------------------------

Open the document and reply:
https://solution.dataserv-test.com/drouillard//DataservUI.html?sterm=0801250016&sobject=688cd31fe7127070ea7698de¬ifierUserId=qasupport

(If you aren't already signed in to DataServ you'll be asked to log in first, then re-click the link.)

__
You are receiving this because @mention notifications are enabled.
Update your preferences here.

NOTE: You will need to be currently logged into the DataServ for the document link in the email to take you directly to the document. This applies also to users using Single Sign On.

Email Delivery

Emails are dispatched immediately after save, but delivery depends on the recipient's email system

Allow up to 30 minutes for email to arrive.

If no email is received, confirm:

• The user's notification setting is enabled
• The message did not go to spam/quarantine
• The user's email address is correct.

Notification Default

The default for all users and any new user created is that notification are turned on. 

Individual users can turn off notifications if they wish under 'My Profile' or it can be turned off for individual users under User Management>Add or Edit User

To access ‘My Profile’ click on the People icon in the upper right-hand corner of the Dashboard

Then select 'My Profile' from the dropdown

If the box is checked notification emails will be sent

User Management>Add or Edit User

To turn off notification emails, uncheck the box.

Do tags respect document-level permissions?

Yes. If a tagged user lacks access, they get a banner on the Search Results Screen informing them that they lack access to the document, and the tagging user gets a notification email letting them know the tagged user does not have access to view the comment.

Is tagging audit-logged?

Each tag event and document view by a tagged user is captured in the document’s audit log for traceability.

Can I bulk-disable notifications for all users?

Not at this time. Please contact Support if you require assistance with this.