How you can add comments or start a conversation in a proposal, project, estimate or risk.
Adding Comments
In the tab or sub-navigation you will typically see an option called Chat, like the one highlighted below. Click on Chat to access the comments and chat panel for your document (your project, your estimate, your risk etc.).
- Enter your comment text in the blank box at the bottom
- You can even change font and font-size from the toolbar above the text box
- Click on "EDIT" in the toolbar to access typical word-processing commands like copy/paste, undo-text and find
- Click on "FORMATS" in the toolbar to change text format (e.g. heading styles) and to adjust the alignment. The most common formatting options also have their own toolbar buttons following FORMAT menu
- Click on the bullets or numbers toolbar buttons to write up a list. You can create multi-level lists, using the left and right indent toolbar buttons to increase or decrease your list-level
- Other toolbar buttons are provided for inserting a table or adding a hyper-link or clickable text
- Advanced users can click on the VIEW menu to access and edit the raw HTML behind your text, edit the text in full-screen mode and show blocks
- After you "SEND" your new comment, it is permanently recorded against this specific document, showing the date, time and author who created the text. You cannot edit other people's comments, but you can only edit your own previous comments under specific conditions
iPE does not current send comments as emails, though we are working on a feature for @-mentions.


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