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How to Use Comment Features
Who is this article for?Review Authors using comment features in the classic interface.
Please Review Administrators can define user types for document reviewing.
The Comment Window
The comment window is where you make comments and proposed changes. When an area of the review document is selected (i.e. cell in Excel spreadsheet, location in images), all existing comments, proposed changes and associated discussion threads for the selected area is displayed in the comment window.
The comment window can be set to display on the right-hand side of the review interface, the left, or as a pop-up. You can set your location preference in your user settings.
Adding Comments and Proposed Changes
To add a comment or make a proposed change, simply click on the area of the review document to activate it in the comment window:
Enter comment text here Make proposed changes to text here Categorize comment/change Link to attach file Formatting tools Click ‘Apply’ to apply comment or change Once applied, all comments and proposed changes are recorded in the comment window.
Note: the default setting is for the comment window to appear as a popup, however it can be configured in the user settings to appear to the left or right of the document.
- When set as a popup, the ‘OK’ button will apply the comment/ proposed change and close the comment window.
- The ‘Apply’ button will apply the comment/ proposed change but leave the comment window open.
- The ‘Cancel/Close’ button will cancel the action and close the window.
| Type | Description |
|---|---|
| General comments | It is possible to add a general comment to a document using the toolbar icon. |
| Comments |
|
| Proposed changes |
Note: if the text is edited or formatted, the edit will be treated as a proposed change, any associated comment will be treated as a comment associated with the proposed change.
|
| Attach a file |
|
Comment Categorisation
If enabled, Reviewers may categorize a comment or proposed change. This is achieved by selecting the comment category from the drop-down box:
Note: Comment categories are system configurable and therefore may not be present or the list displayed may be specific to your system. There is also an option to make categorization mandatory. If categorization has been made mandatory, you will not be able to apply your comment or proposed change until you have selected a category.
Refresh Comment Window
At the top right of the comment window, below the paragraph ID, is a ‘refresh’ link:
This refreshes the comment window only (not the entire document) and adds any additional changes for the paragraph/location since the comment window was opened.