Comments let your team discuss a file right where the feedback applies. Pin a comment to a spot on a page, to a moment in a video, or leave a general note about the whole file. Threads can be replied to, resolved and reopened, and they stay on record for audit.
Open the Notes tab
Open the file in the File Viewer and click Notes on the rail at the right of the viewer. The tab lists every comment thread on the version you're viewing. The number on the Notes tile shows how many comments the file has.
Pin a comment to a spot on the file
Open the Notes tab. Pinning turns on automatically when you open it. You can also click Pin Comment on File in the Notes tab, or the Add comment button (speech bubble) in the viewer toolbar.
Click the exact spot on the file where you want to leave feedback. On a multi-page file, go to the right page first.
Type your comment in the box that appears (Write your comment... Use @name to mention).
Click Post, or Cancel to discard it.
A numbered marker appears on the file where you clicked. On PDFs, Word documents and PowerPoint presentations, the thread also shows a Page badge, and clicking the thread takes you to that page and marker. While pinning is on, the button reads Cancel; click it to stop pinning.
Leave a general comment
To comment on the file as a whole, type in the compose box at the top of the Notes tab and click Post. General comments show the author's avatar instead of a numbered marker.
Comment on a moment in a video or audio file
Play or scrub the video or audio file to the moment you want to comment on.
With pinning on, click the player. Warrant records the current playback time with your comment.
Type your comment and click Post.
Each timed comment appears as a marker on the player's timeline (hover to see Comment at and the time), and the thread shows a timestamp button. Click the timestamp or the thread to jump the player to that moment. When pinning is off, clicking the player plays or pauses it as usual.
Comment markers
Blue marker: an open comment
Gray marker: a resolved comment
Green marker: a comment from Warrant, labelled Warrant
Click a marker on the file to jump to its thread in the Notes tab, or click a numbered marker in the Notes tab (Click to view on canvas) to find it on the file.
Mention teammates
Type @ followed by a name in any comment, reply or edit, and pick the person from the list. Who is notified:
People you @mention get a notification.
The author of a comment you reply to gets a notification.
The person who uploaded the file gets a notification when someone else comments on it.
If you edit a comment and add a new @mention, only the newly mentioned person is notified.
Each person is notified once per comment, and never about their own comments. Whether a notification arrives in-app, by email or both depends on each person's Comments and Mentions settings. See Notifications and Personal Preferences. If your company has connected Slack with Comments & mentions turned on, these comments are also posted to your company's Slack channel.
Reply, edit and resolve
Reply: click Reply under a thread, type in Write a reply... Use @name to mention, and click Reply. The button shows how many replies the thread has.
Edit: on your own comment, open the ⋮ menu and choose Edit, change the text, and click Save. On your own reply, click its ⋮ button to edit it. You can only edit comments you wrote.
Copy link: in the ⋮ menu, copies a link that opens the file with that comment highlighted.
Resolve: click Resolve when the feedback has been addressed. The thread is marked Resolved and its marker turns gray.
Reopen: click Reopen on a resolved thread to make it open again. To reply to a resolved thread, reopen it first.
Show resolved: resolved threads are hidden by default. Click Show resolved at the top of the Notes tab to see them, and Hide resolved to hide them again. The count beside it shows how many threads are listed.
Comments in the Notes tab can't be deleted. Resolve a comment instead; resolved comments stay available for reference and audit history. Adding, replying to and editing comments is also recorded in the file's activity history.
Comments and versions
A comment stays on the version it was left on. When you switch versions on the Versions tab, the Notes tab shows that version's comments.
Comment on a scan finding
You can also discuss an individual compliance finding. On the Scan tab, click the speech bubble icon on a finding, type in Add a comment…, and send. The icon shows how many comments the finding has, and you can edit or delete your own finding comments. Finding comments stay with the finding rather than appearing in the Notes tab, and they don't support @mentions or send notifications. See Working with Scan Findings.
Comments on Social posts
On a Reach Social post, comments live in the Chat tab on the right-hand rail instead of Notes. Type in the box at the top and click Post. Threads are grouped under Open and Resolved, and replies, @mentions, editing and resolving work the same way. Pinning comments to a spot isn't available on Social posts.
Who can comment
Anyone who can open a file can read its comments.
To post comments in the Notes tab, you need at least Can comment access to the file. If a file has been shared with you as Can view, your comment won't post.
Commenting on scan findings needs the Comment permission when your company uses roles. See Managing Roles & Permissions.
If your company's account is read-only, the compose box, Pin Comment on File and Add comment aren't shown, but you can still read every comment.
Export comments
Comments are included when you export a file's details. Click Download on the file, turn on Include file details & activity, choose a format, and download. The export includes the file's comments and replies along with its metadata, scan results, approvals and activity.
Related
Mark Up Files in the File Viewer: draw boxes, arrows and strikethroughs on a file. Markup and comment pinning can't be on at the same time.
Search Within a File: find the wording you want to comment on in a long document or recording.