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A panel with comment filter options
A comment table header with:
With Comment sort options (by default)
With Comment batch update options (after one or more comments are selected)
A comments table listing project comments:
With Comment Features
With Flags, Responses, and Other Information Icons
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The Filters Panel
The “Filters”Panel on the left side of the comments list includes several options filters for narrowing down the comment results displayed in the table itself. These filters can be useful when trying to look up comments or when manually creating a corrections report letter that only includes a specific subset of comments.
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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Deselect All | X | Click to deselect all of the currently selected comments within the comments table list. |
SET DISPOSITION | Click to set a new Comment Disposition for all selected comments. | |
SET FLAG |
| Click to switch between Flagged and Not Flagged (or back) for all selected comments. |
SET RESPONSE |
| Click to switch between Response is Enabled and Response is Disabled for all selected comments. |
COPY AS NEW | Click to duplicate selected comment(s) with the same text as the clicked comment. Duplicate comment(s) will receive the next available comment number(s). | |
EXPORT COMMENT |
| Click to export the selected comment(s) as a CSV file. |
EXPORT COMMENTS INCLUDING RESPONSES | Click to export all project comments, including any responses, as a CSV file. | |
REPORT |
| Click to begin manually preparing a corrections report letter that includes only the selected comment(s). (For integrated partners, this step is usually an automated check-in process unless otherwise noted.) |
DELETE COMMENT |
| Click to delete the selected comment(s).* |
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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 comment 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. |
Unpublish/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,” the icon goes away. |
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Feature | Icon | Description | ||
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Group | For users who belong to multiple groups, make sure , the earliest Group value (based on when group records were created) will be selected by default. Any new comment you create will use this selection unless you change it, so it is important to check which one group is currently selected for you at the top of the comments table. Whichever group is shown is the one that will be selected whenever you add a new comment from this page. To change
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Add Comment | or | Click either or to open the “New Comment” form. For either, the steps to add a comment are nearly the same as adding a comment from the review page. | ||
Moveable Comment Form | N/A | Unlike in Like within the Review page, the “New Comment” form in the Comments tab can be moved around by grabbing it (anywhere except within the text and dropdown fields) and dragging it elsewhere so you can see view information behind it if necessaryas needed. |
Info |
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As a reminder, comments added from this tab can be included in a corrections report letter or other comment export but will not display on any marked-up documents since they are not linked to a specific page. |
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Unlike when using “Response Enabled” alone, assigning a comment adds an additional a checkbox field in into the comment’s RESPONSES tab which the assignee is expected to click on to acknowledge the request and close it out. This optional acknowledgement is a good way to keep track of ensure the intended person has seen specific or high priority comments requiring responses and that the intended persons have seen them. that may require a response.
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Once the comment assignment is checked (to mark it “Completed”), or if it is unassigned, the icon will disappear and the badge showing number of assigned comments will update.
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Info |
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Most often, this type of assignment will be done by plan reviewers (of any user role) to Contributors (who are project team members) as a way to both inform and emphasize that they must respond to these comments. |
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