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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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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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Group | 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.
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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 | 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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