Comments are the conversation channel inside a workflow. They support mentions, file attachments, and real-time updates so the team stays in sync without leaving the platform.

  1. Open the workflow.
  2. Click the Collaboration tab.
  3. The conversation has two sub-tabs:
  • Internal (lock icon) — visible only to your team. Use this for working notes, questions to colleagues, and reviewer feedback.
  • Client (person icon) — visible to the client when they open the workflow via a share link. Use this for status updates, requests for documents, or answers to client questions.
  1. Type your comment in the text area at the bottom.
  2. Type @ to mention a teammate by name — they will receive a notification.
  3. To attach files, click the attachment icon and pick an image or PDF. Attachments appear as badges above the input.
  4. Press Enter to send (use Shift+Enter to add a line break).

New comments appear in real time for anyone viewing the workflow.

Tip: Click your own comment to edit it, or use the menu to delete. Other people's comments cannot be edited — if a correction is needed, reply with a follow-up.

Note: Client-tab comments are only visible after you share the workflow with the client via the Share with Client action. Until then, even Client-tab comments stay private to your team.