Viewing and Replying to a Discussion

You can view a discussion in an email notification or from within a document.

Viewing a Discussion in an Email Notification

If you are set up to receive email notifications within PolicyTech™, you will receive an email whenever someone includes you as a recipient when creating or replying to a discussion. The email includes the discussion text and a link to the document containing the discussion.

To reply to the discussion, click the document link, and then follow the steps under "Viewing a Discussion in a Document" below, starting with step 2.

Note: If you are not set up to receive email, click MY TASKS, click Messages, and then click Inbox to view discussion notifications.

Viewing a Discussion in a Document

Open the document containing the discussion.
Do one of the following:

Click the discussion (speech balloon) icon in the upper right corner.

Click Overview, and then click Discussions.

Click the discussion title.

If you want to respond to the discussion, click Post Reply.

(Optional) If you are the discussion creator or a document control administrator, you will see the Participants button and list. To add or remove a participant, click Participants, click a tab, select from the available participants, and then click Save.

Type a reply, click Save, and then click Close.

Note: Anyone included as a notification recipient in the original discussion will also be notified of the reply.