Collaborating During a Review

TABLE OF CONTENTS

• Conversations

• @Mentioning

• Collaborating on a Returned Proof

• Hiding Comments

• Review Sharing

• Attaching Files

• Notifications

• Annotation Options

• Designer Checklist

Conversations

The collaboration panel organizes all Reviewer comments. Add general comments by selecting the General Comment button above the collaboration panel. 

You can like and reply to other Reviewers’ comments. Hover over the thumbs up icon to see who has liked that comment.

Reply to another Reviewer’s comment by clicking on that comment in the collaboration panel or on the annotation, adding your reply, and clicking Post to save. The Reviewer who authored the comment will receive an email and an in-app notification for the newly added reply. Comments and replies are grouped together in a conversation thread.

Select the three dots for additional annotation options. Depending on your user permissions, you may be able to edit, hide, or delete comments.

@Mentioning

You are able to draw another Reviewer’s attention to a particular comment by using @mentioning. When adding a comment, click the @ symbol within the message box and a list of invited Reviewers will populate.

Select the Reviewer’s name to mention them in your comment.

If enabled in your account, you may also have the ability to invite Reviewers not included in the initial Review. Scroll to Everyone Else in the conversation modal to view a list of all other users within your account. As you type, the pre-populated list will automatically update to help you quickly @mention a new Reviewer.

Collaborating on a Returned Proof

When enabled in your account, you can continue collaborating on Reviews even after they have been returned. You will not be able to change your approval status but can continue the conversation with existing Reviewers and Collaborators as needed.

Hiding Comments

Users with the Hide and Unhide Comments permission can hide and unhide other Reviewers' comments at any point during an active or completed Review, to ensure that only actionable feedback is visible to the person who uploaded the Proof.

The commenter and any user with the Hide & Unhide Comments permission will see the hidden comment grayed out.

Everyone else in the review will see the hidden comment like this:

Review Sharing

When enabled, Reviewers can share the Review with additional account members by sending a custom, private message that does not appear in the collaboration panel. 

If a Reviewer believes someone's approval is required, they can add them as an essential Reviewer on the Review route. Proof members will receive a notification any time a new essential Reviewer is added to the Review route so they can continue to manage the Review's progress.

Reviewers can also share a direct link to the Review with other account members from the Share Review panel to collaborate on the Review.

Attaching Files

Reference files or other documents related to a comment or reply are attached by selecting the Paperclip icon within a comment, browsing for the file on your computer, and clicking Post. 

After saving your comment, the file will be available for download by other Reviewers.

Hover over the attachment thumbnail then select the download icon. 

Notifications

Users will receive in-app notifications and email notifications if another user replies to their comment or adds an @mention to them in any comment. You can view your notifications by selecting the Bell icon in the top right of Review environment. 

If you have unread notifications, the icon will include a red circle. When viewing your notifications, you will only see the notifications pertaining to the Proof currently being viewed. Select a notification and it will take you to the conversation it's referring to where you can read and respond if necessary to the notification.

Annotation Options

Your annotation color is randomly chosen when you enter the Review environment. You can change the color of your annotations by selecting the Choose Annotation Color icon. Select a color from the palette options that will be visible on your asset. 

Designer Checklist

Users with the Resolve Comments permission can check off individual comments in a proof to keep track of which have been resolved and which have not. Any time an item is checked off, the corresponding annotation will dim on the asset so outstanding items are more visible.