Overview

You can comment on the progress of a submitted request through Request Tracker. You can also share files that may be needed, change details about a request, or view associate requests.  

Important Note

All sales after July 1, 2020 will have this new version of CRT™. If your contract started before this date, please view information for the original CRT package. 

Instructions

1. Navigate to Modules > Content > Request Tracker
   
   
2. Select the Request Type containing the submitted request
   
3. Click Actions next to the request
   
4. Select Add Comment
   
   
5. Add your Comment
   
   
   • Insert Canned Response: View our article Add a Canned Response as a Comment
6. Click Choose File to add a file as an attachment link to your comment
   
   
   • Convert to PDF: Convert your file from its original file type to a PDF attachment
   • Note: For security reasons, anonymous users will not be sent attachment links or be able to view them.
7. Click Save or Save and Publish
   
   
   • Save: Saves comment, does not become publicly viewable
   • Save & Publish: Saves comment, becomes publicly viewable
   • This comment is only viewable internally: Mark the comment as only readable for internal staff
8. Reply OK to the pop-up to publish for live view
   
9. Click OK to send an email; click Cancel to prevent an email from being sent to the submitter and CC Email List