Attaching files and adding comments

Attach additional documentation to a request, or add a comment to initiate conversations or provide further explanations, where required.

How it works

Anyone with access to a specific request item can attach files to the request or comment on it. Other users can choose to either continue the discussion by attaching additional files or posting additional comments, or close the request.

Permissions

Professional Managers, Professional Users, Oversight Executives, can comment on requests and attach files using the Request Tracking List page and Task Tracker.

Anyone that has been assigned a request or CC'ed on a request can add comments and attach files using the Details page, which is accessible from the request link in the email notification. However, the people assigned a request or CC'ed on a request are restricted from updating and deleting files, and viewing file version history.

Comment and/or add files to a request

1. Do one of the following:
   • Open the Projects app, open a project, and click Requests in the upper left.
   • Open the Task Tracker app and select the Requests tab.
2. Click the appropriate description link under the Description column.
3. From the Details page, under Attachments and Comments, do the following:
   1. Enter your comment in the New Comment text box.
   2. Upload any necessary files.

   Note

   For security reasons, Diligent One does not accept file attachments with the following extensions: .bat, .com, .dmg, .exe, or .scr.

   3. Click Post.

      Result

      The comment displays under Comments, with the most recent post at the bottom of the list. To maintain the integrity of the audit trail, you cannot delete a comment.

      The files are uploaded. The files are also available in the Requested files section for Risk, Control, Walkthrough, Test Plan, and Testing Round. The Source link is included. For more information, see Working with attachments.

      Note

Notifications

When you add an attachment or comment to a request, other people are notified via email and via the Projects app.

Email notifications

When a request is updated with a new attachment or comment, an email notification is sent to the request owner, requester, and additional CC'ed persons. The person who posted the new comment or attached a file does not receive an email notification.

Attachment or comment added by	Email notification received by
	Requester	Request Owner	CC'ed Person
Requester
Request Owner
CC'ed Person			*

* If a CC'ed person adds an attachment or a comment to a request, they don't get an email, but other CC'ed people on the request do.

Notifications in the Projects app

The requester, request owner, and CC'ed persons are also notified of new attachments () and comments () on the Request List Tracking page and Task Tracker in the Projects app. The notification for new attachments in the Requests panel is indicated by a paperclip with a red dot ().