---
title: "How to Reply or Close Dialog Notes from an Associated Record"
slug: "how-to-reply-or-close-dialog-notes"
updated: 2026-05-15T17:52:18Z
published: 2026-05-15T17:52:18Z
canonical: "docs.cotality.com/how-to-reply-or-close-dialog-notes"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Reply or Close Dialog Notes from an Associated Record

## Overview

You use the reply and close features to manage ongoing conversations with the Commercial Tax team. Efficiently replying to requests ensures that setup tasks—such as parcel identification or legal description verification—are completed within designated timeframes, while closing tickets helps maintain an organized and accurate workflow.

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## Replying or Closing Dialog Notes

[Embedded content](https://app.storylane.io/demo/0b4vosfs83tm?embed=inline)

1. Access a specific **Loan** or **Tax Report**.
2. Click **View/Edit Dialog Notes**.
3. Click **Reply** to the applicable ticket/note.
4. Complete the fields for the ticket. You must include either a **note** or a **document attachment**.
5. Check **Close this ticket** if the request has been completed.
6. Click **Submit**.

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## Outcome

You have updated the communication thread and signaled the next steps to the tax team. If you choose to close the ticket, the record will move to your communication history, confirming that the specific task or request has been finalized.