Overview: Company Notes

Company Notes capture notes about monitored companies.

• Get insights and capture relevant information within the Bitsight platform, all in one place.
• Collaborate between team members, with the advantage of the company in context.
• Mention (@) a colleague or several colleagues within a particular subject, which notifies them (email and Notifications), providing quick access to the company and the topic at hand.
• Keep track and export all notes for historical, audit and management purposes.

Using Company Notes

Select Actions ➔ Add/View Notes when viewing a company’s Vendor Risk Overview.

Creating Notes

Go to Actions ➔ Add/View Notes, and then enter your notes into the Note field.

You can mention (@) a colleague or several colleagues in your notes to call for their attention on a particular note. They will be notified via email if they have the Comment notification type enabled.

Supported formats:

• Plain Text
• User Mentions (@)

Notifications

Notes are a “Comment” notification type. Refer to Notifications to configure your user settings.

Exporting Company Notes

Select Options ➔ Export as CSV at the top-right while viewing company notes to export a log (.csv) of the notes.