Mention a colleague in a note

Where: Approval → open a document → chat-bubble icon (top-right of the document area)

1. Click the chat-bubble icon to open the Notes panel.
2. Click the text field at the bottom of the panel.
3. Type @ — an autocomplete list of users appears.
4. Select the colleague you want to tag. Their name becomes a blue link in the note.
5. Finish typing your message.
6. Click Publish note.

Note

The tagged colleague receives a notification in their bell icon and an email with the note text and a direct link back to the document. The tag is preserved in the activity history.

Related: Add a note to a document · View your notifications · When to use notes, email, or other actions