TABLE OF CONTENTS

I. Edit Comments

II. Edit Comment Status

III. Delete Comments

IV. Delete Comment Status


I. Edit Comments

Any user can edit their own comments.

Note: Only Organization Admins can edit comments of other users.

To edit comments:

  1. Click on comment icon in document

    1. Comment sidebar displays to the right of document

  2. Click ... to view the drop-down menu

  3. Click Edit

  4. Make desired text changes

  5. Click Save

II. Edit Comment Status

Any user can delete the status of their own comments.

Important notes regarding comment status edits:

  • Only Organization Admins can delete comment status of other users

  • When a comment's status is Accepted or Rejected, the most recent status must be deleted before a new status can be set

To change Comment Status:

  1. Click current status icon

    1. The following options drop down:

      1. Accepted

      2. Rejected

      3. Canceled

      4. Completed

      5. None

      6. Marked

      7. Unmarked

  2. Click desired status

    1. Status icon changes

    2. Status is noted in comment replies

III. Delete Comments

Any user can delete their own comments.

Note: Only Organization Admins can delete comments of other users.

To delete a comment:

  1. Click on comment icon in document

    1. Comment sidebar displays to the right of document

  2. Click Trash button

    Or:

    1. Click ... for a drop-down menu

    2. Click Delete

IV. Delete Comment Status

Any user can delete their own comment status.

Note: Only Organization Admins can delete comment status of other users.

To delete comment status:

  1. Click on comment icon in document

    1. Sidebar with comment displays

  2. Click three dots next to the name of the person that set the status

    1. The image below shows that Phoenix Robertson set a status of "Accepted"

    2. The ... provides a drop-down

    3. Click Delete

  3. Comment status notation is deleted and the Status reverts to previous state (or none if there are no other statuses in history)


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