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  1. A panel with comment filter options

  2. A comment table header with:

    1. With Comment sort options (by default)

    2. With Comment batch update options (after one or more comments are selected)

  3. A comments table listing project comments:

    1. With Comment Features

    2. 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

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 [ ]

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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

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

SORT BY COMMENT#

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Sort comments by comment number (ascending or descending).

SORT BY GROUP

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Sort comments by group.

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Feature

Icon

Description

Deselect All

X

Click to deselect all of the currently selected comments within the comments table list.

SET DISPOSITION

(blue star)

Click (blue star) to set a new Comment Disposition for all selected comments.

SET FLAG

(blue star)

Click (blue star) to switch between Flagged and Not Flagged (or back) for all selected comments.

SET RESPONSE

(blue star)

Click (blue star) to switch between Response is Enabled and Response is Disabled for all selected comments.

COPY AS NEW

(blue star)

Click (blue star) 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

(blue star)

Click (blue star) to export the selected comment(s) as a CSV file.

EXPORT COMMENTS INCLUDING RESPONSES

(blue star)

Click (blue star) to export all project comments, including any responses, as a CSV file.

REPORT

(blue star)

Click (blue star) 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

(blue star)

Click (blue star) to delete the selected comment(s).*

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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 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

(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,” the icon goes away.

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Feature

Icon

Description

Group

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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

Info

To change between your profile groups, click on COMMENT AS then choose another from the dropdown.

Add Comment

(blue star) or (blue star)

Click either (blue star) or (blue star) 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

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

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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