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How to Use Bookmarks and Private Notes
Who is this article for?Review Authors using bookmarks and private notes.
Please Review Administrators can define user types for document reviewing.
Bookmark mode allows users to create and manage bookmarks within a review document, making it easier to navigate to specific sections quickly. Bookmarks help reviewers jump to important or frequently referenced parts of the document, improving efficiency during the review process.
Bookmarks and Private Notes
Bookmark and private notes are now re-introduced in Bookmark Mode. It is accessible on the review toolbar:
- In Bookmark Mode, participants can have a single bookmark per paragraph.
- This bookmark may contain private notes (which may be converted to a comment) and be made into a public bookmark.
- To create a bookmark, enter Bookmark Mode then select the paragraph by clicking on it and the bookmark box will open. The title will be pre-filled with the first fifty characters of the selected paragraph. The title can be over-typed if required. Notes may be added.
- The ‘Apply’ options work the same as in the comment box.
- Once applied, the bookmark will be displayed in both Bookmark Mode and Review Pane. Newly created bookmark by default is created as private bookmark. You have the option to set the Private status to Public.
- A public bookmark is visible by other participants in the review. The public and private status are indicated on the Bookmark icon.
| Icon | Description |
|---|---|
| Other participants will not see your own private bookmark. | |
| Other participants will see your own public bookmark. |
Any public bookmarks from other participants will also be shown.
- Bookmarks will also be displayed in the navigation pane if ‘Bookmarks’ is selected in the drop-down box.
- Bookmarks do not appear in the reconciliation report and are not accepted or closed by an Author.
Converting a Bookmark to a Comment
You can easily convert a bookmark into a comment by clicking on the ‘Convert to comment’ option.
Selecting this will convert it as a comment pre-filled with the bookmark’s notes. This can then be edited later. This functionality allows the Reviewer to make private notes on the document as they read it, and then go back and decide whether to convert the notes into comments.