Add notes to a document in the Conditional Coding pane

You can communicate with other reviewers by adding and replying to notes in a document. For example, you can use a note to ask your review lead a question about a document, and your review lead can add a reply to the note.

Tip: You can search for documents that include notes using the Note Content or Note Category fields on the Search page. 

You can add a note to a document or to a document page.

Add a note to a document

To add a note to a document:

On the Documents page, in the List pane, select a document. 

In the Conditional Coding pane, select the Notes template or the All Values template. If your case administrator included the Notes field in your conditional coding template, you can select that coding template.

Next to the Notes field, click Add note.

In the Add note dialog box:

(Optional) In the Category list, select a category or leave the Uncategorized option selected.

(Optional) By default, other users can view notes. If you want to hide the note from other users, select the Private check box.

Note: Administrators can view private notes.

Enter the note text. 

Tip: You can add a link to a document, an object, a transcript or a transcript page, or a website to your note.

Click OK.

The note appears in the Conditional Coding pane.

Reply to a note in a document

To reply to a note in a document:

1.    In the Conditional Coding pane, in the note, click Reply.

2.    In the Reply to note dialog box, enter your note, and then click OK.

The reply appears in the Conditional Coding pane.

Edit a note in a document

To edit a note in a document:

In a note or reply, click Edit.

Note: Group Leaders and Group Members can edit only the notes that they created.

In the Edit note dialog box, make edits.

Click OK.

Delete your original note

To delete a note that does not yet have a reply:

In the note, click Delete.

Delete a reply to a note in a document

To delete a reply to a note in a document:

In the latest reply to a note, click Delete.

Note: The Delete button is available only for the latest reply to a note.

Add a note to a document page

You can add a note to a specific page in a document if the document has a PDF or image file.

To add a note to a specific document page:

Select a document.

In the View pane, on the toolbar, click the Image viewer button.

In the Image viewer, on the vertical toolbar, click the Note button.

Click the location in the document where you want to add the note.

In the Add note dialog box: 

(Optional) From the Category list, select a category or leave the Uncategorized option selected.

(Optional) By default, other users can view notes. If you want to hide the note from other users, select the Private check box.

Note: Administrators can view private notes.

Enter the note text. 

Tip: You can add a link to a document, an object, a transcript or a transcript page, or a website to your note.

Click OK.

The note appears in the Conditional Coding pane with a page icon that identifies the page number. When you click the page icon, the application takes you to the document page with the note.

Note: If you add a note to a document page in the View pane, you can edit or reply to that note in the Conditional Coding pane or the View pane. However, you can delete a note only in the View pane.

Delete a note on a document page in the View pane

To delete a note on a document page in the Image viewer in the View pane:

In the View pane, in the Image viewer, go to the page with the note.

Select the note.

On the vertical toolbar, click the Delete button.

Notes about notes

The icons in the Conditional Coding pane help you to determine if a user added a note to a document or to a document page.

If a user added a note to a document from the Conditional Coding pane, the icon appears as a white page on a black circle.

If a user added a note to a specific page in a document from the Image viewer in the View pane, the icon appears as a blue page.