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Filter Name

Filter Type

Description

Search

Text Field

Filter for comments that include the typed word or phrase.

Image RemovedImage Added

RESET FILTERS

Button

Click to clear all filters.

Start Date

Date Field

Filter for comments updated after the selected date.

End Date

Date Field

Filter for comments updated before the selected date.

Comment Responses

Checkbox Dropdown

Filter for comments Without Responses, With Read Responses, or With Unread Responses.

Attachments

Checkbox Dropdown

Filter for comments With Attachments or Without Attachments.

Responses Enabled

Checkbox Dropdown

Filter for comments with Responses Enabled or Responses Disabled.

Documents

Checkbox Dropdown

Filter for comments placed on the selected file(s). To select comments not on a file, click Project Comments.

Reviewers

Checkbox Dropdown

Filter for comments placed by the selected user(s).

Group

Checkbox Dropdown

Filter for comments placed by the selected Group(s).

Comment Disposition

Checkbox Dropdown

Filter for comments with the selected Comment Disposition(s). Use this filter to exclude closed comments from reports.

Impact

Checkbox Dropdown

Filter for comments with the selected Impact(s).

Review Type

Checkbox Dropdown

Filter for comments with the selected Review Type(s).

Category

Checkbox Dropdown

Filter for comments with the selected Category(ies).

Subcategory

Checkbox Dropdown

Filter for comments with the selected Subcategory(ies).

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Feature

Icon

Description

Select All

🔲

Click to select all comments within the comments table list.

COMMENT AS [ ]

Image RemovedImage Added

Click to change the group you represent while adding or editing comments.

Insert Comment

(blue star)

Click to add a new comment tied to this project but not to a specific document page.

Insert Standard Comment(s)

(blue star)

Click to add one or several new comment(s) tied to this project but not to a specific document page (best for inserting a standard checklist of comments).

SORT BY FLAG

Sort comments by Flagged ((blue star)) or Not Flagged ((blue star)) status.

SORT BY COMMENT#

Sort comments by comment number (ascending or descending).

SORT BY GROUP

Sort comments by group.

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Feature

Icon

Description

Not Flagged / Flagged

(blue star) / (blue star)

The (blue star) icon displays if a comments has been flagged to indicate it is a priority or requires elevated consideration. Flagged comments can be sorted to the top of the table.

Unread Responses / No Unread Responses

(blue star) / (blue star)

These icons will display if a comments has responses enabled.

  • If it has responses you have not read, the comment displays the Unread Responses icon ( (blue star) ).

  • Once you have opened the comment form to mark a response as “read” the icon will change to No Unread Responses ( (blue star) ).

Comment Assignment

(blue star)

The (blue star) icon displays if a comments has been assigned to you so that you view responses and update the comment as needed. Once you have marked the comment assignment as ‘complete' the icon goes away.

UnpublishedUnpublish/Publish

(blue star)

The (blue star) icon displays if a comment has been hidden from the view of other users (“Unpublish”). In this case, the only users who can see the comment are the comment creator and any Admin users. Once the comment is toggled back to ‘Published’ “Published,” the icon goes away.

Additional Considerations When Creating Comments

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