Add notes to a document in the Code 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.

You can search for documents with notes. If your administrator or review lead configures note categories, you can also search for notes based on the note category.

You can work with notes in the following ways:

Add a note to a document

Add a note to a specific document page

Edit or reply to a note

Delete a note

Access to existing notes depends on your feature access and group.

For information about how to add notes to a transcript, see Annotate transcripts.

Add a note to a document

You can add a note that applies to an entire document.

To add a note to a document:

Select a document.

In the Code pane, click the Code single document button.

On the All Values menu, click Notes.

Click New Note.

In the Category list, select a category for the note.

By default, notes can be viewed by other users. If you want to hide the note from other users, select the Private check box.

Note: Administrators can view private notes.

In the text box, type the contents of the note.

Tip: To make it easier for other reviewers to search for your note, avoid using abbreviations or acronyms.

Click Save.

Add a note to a specific document page

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

For information about the supported file types for annotations, see Supported file formats for the Image viewer.

Tip: To speed up the document annotation process, you can use keyboard shortcuts instead of the mouse. For information about the available keyboard shortcuts, see Keyboard shortcuts.

To add a note to a specific document page:

Select a document.

In the View pane, click the Image viewer button.

On the Image viewer toolbar, click the Note button.

Note: The Image viewer toolbar is disabled for files that cannot be annotated.

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

In the Category list, select a category for the note.

By default, notes can be viewed by other users. If you want to hide the note from other users, select the Private check box.

Note: Administrators can view private notes.

In the text box, type the contents of the note.

Click Save, and then click Close.

Edit or reply to a note

To edit or reply to an existing note:

Select a document.

Depending on which workspace pane you are using, select from the following:

To edit or reply to a note in the Code pane:

Click the Code single document button.

On the All Values menu, click Notes.

To edit or reply to a note in the View pane:

Click the Image viewer button.

Navigate to the page that contains the note.

On the Image viewer navigation bar, click the Pointer/Select button. Then, double-click the note.

Select from the following:

To edit a note, click Edit. Make any edits, and then click Save.

To reply to a note, click Reply. Type a reply, and then click Save.

Delete a note

To delete a note:

Select a document.

Depending on which workspace pane you are using, select from the following:

To delete a note in the Code pane:

Click the Code single document button.

On the All Values menu, click Notes.

Click Delete.

To delete a note in the View pane:

Click the Image viewer button.

Navigate to the page that contains the note.

On the Image viewer navigation bar, click the Pointer/Select button. Then, click the note.

On the Image viewer toolbar, click the Delete button.