Overview
The Comments feature in Baseline enables users to collaborate effectively by adding, viewing, and managing comments related to loans and loan applications. With the latest update, you can now pin important comments, ensuring that critical information remains easily accessible to all team members.
Accessing Comments on a Loan Application
Navigate to the Loan Details page of the specific loan application.
Click on the "Comments" tab located at the top right corner.
The Comments area on the Loan Details page allows you to add and view all comments related to a loan.
Viewing and Adding Comments
Viewing Comments:
All comments related to the loan application are displayed in the Comments pane.
Pinned comments appear at the top, highlighted for prominence.
Adding a Comment:
Type your comment in the text area at the bottom of the Comments pane.
Click the send button (represented by a paper plane icon) to post your comment.
Mentioning Team Members
To notify specific team members:
Use the @mention feature by typing "@" followed by the team member's name.
Select the correct user from the dropdown list.
The mentioned user will receive an email notification with your comment and can reply directly via email or within the platform.
Editing and Deleting Comments (Coming Soon)
Editing Comments:
Currently, comments cannot be edited once published.
Deleting Comments:
Comments cannot be deleted once posted. Please ensure accuracy before submitting.
Pinning Comments
To ensure essential information is always visible, you can pin as many comments as needed. Pinned comments will also show in the general tab.
Hover over the comment you wish to pin.
Click ...click the icon, followed by the pin icon.
The pinned comment will shift to the top of the Comments pane, and a new section for pinned comments will appear in the General Tab.
Comments can be replied to by responding to the email notification.
*To unpin a comment, simply click the pin icon again.
General Tab Pinned Comments
General Tab Section will show pinned comments for quick access. Clicking on a pinned comment will open the full Comments Pane, bringing you directly to the comment for full context.
The Comments Section in the General Tab is collapsible, allowing you to keep your workspace organized while still having important comments easily accessible.
