You can view comments made by reviewers and approvers during a review cycle.

Prerequisites

For the Office 365 Document Comments to be available on your contract agreement page in Salesforce, you must first add it to the page with the following steps:

  1. Navigate to the contract agreement page in Salesforce
  2. Click the gear icon in the upper right
  3. Click Edit Page
  4. Drag and drop the office365DocumentComments widget from under the Custom menu section into the contract agreement page layout
  5. Click Save
  6. Click Activate
  7. Click Save
  8. Refresh the contact agreement page to view the Office 365 Document Comments widget 

View Office 365 Review Comments

  1. Navigate to a contract agreement record in Salesforce 
  2. Under the Office 365 Document Comments widget, the following information is available for view:
    • Review Cycle
    • File Name
    • Comment Text
    • Submitted by
    • Date