Invite collaborators from a comment

Short summary

Mention an email address in a comment to notify an existing user or invite a new user to collaborate on a Document.

When to use this feature

Use this when you want to:

• Bring a Team Member into a Document conversation.
• Invite someone who does not yet have a Proposaly account.
• Notify only the people you explicitly mention.

Step-by-step instructions

1. In the Business Portal, open Workspaces → open the document

1. Open Send Message (or ‘Add comment’) to display the "Send Message" dialog.

!Screenshot: Open Send Message

1. In "Message", type your comment.

1. Type "@" and enter an email address in @email.com format.

▶ Watch video: Mention an email in a message

1. If the email domain is different from yours, a message should be shown

1. Click "Send".

The mentioned person is added as a commenter to the Document. Existing users receive a comment email. New users receive an invitation email with a sign-up link.

Notes & limitations

• Only people explicitly mentioned in the comment receive a notification.
• People already in the commenter list are not notified unless they are mentioned.
• New invitations expire after 16 days.
• Each Document can have up to 50 users.
• If the Workspace is private, invited users are added after sign-up.
• Commenters can view and add comments only.

Troubleshooting

Q: Why did someone not receive a notification?

A: Only explicitly mentioned people receive notifications. Add their email mention to the comment and send it.

Q: What happens if the person does not have a Proposaly account?

A: They receive an invitation email with a sign-up link. After signing up, the relevant comment thread opens.

Q: What if the email address is invalid?

A: The email must be in @email.com format. The validation message should be shown

Q: What happens when the Document already has 50 users?

A: The Document user limit is 50.