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Filter Name | Filter Type | Description | |
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Search | Text Field | Filter for comments that include the typed word or phrase. | |
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 |
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Select All | 🔲 | Click to select all comments within the comments table list. |
COMMENT AS [ ] | Click to change the group you represent while adding or editing comments. | |
Insert Comment |
| Click to add a new comment tied to this project but not to a specific document page. |
Insert Standard Comment(s) |
| 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 () or Not Flagged () 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 |
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Not Flagged / Flagged | / | The 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 | / | These icons will display if a comments has responses enabled.
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Comment Assignment |
| The 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 |
| The 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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