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Filter Name

Filter Type

Description

Search

Text Field

Filter for comments that include the typed word or phrase.

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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

Group

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For users who belong to multiple groups, 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 group is currently selected for you at the top of the comments table.

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

Like within the Review page, the “New Comment” form in the Comments tab can be moved by grabbing it (anywhere except within the text and dropdown fields) and dragging it elsewhere so you can view information behind it as needed.

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