Using Comments and Markups

You can leave feedback about the drawing for other team members using comments and markups.

  • Comments are discussions on the drawings or on a specified entity. You can add comments in any drawing.

  • Markups are non-text annotations, such as:

    • Stamps. Let you add predefined and custom stamps to the drawing according to the review cycle.

    • Voice Recordings. Let you record audio notes and use them within the drawing.

    • Picture Recordings. Let you annotate entities or locations in the drawing by pictures. You can name them and add descriptive text. Additionally, you can download pictures that other colleagues have used as markups.

    Note: You can add markups only in the drawings saved in the Cloud Storage.

All comments and markups are accessible from the Comments palette. You can add, edit, and delete comments and markups which will be accessible to your colleagues when they open the file. They can reply to your comments, start another discussion, and add their own markups.

User Mentions

Mentions let you draw someones attention to a comment or a markup. You can mention users within comments and picture recordings: type @ in the Description field and select the user to mention from the list of suggestions. Users that you mentioned will receive a notification by email everytime you mention them.

Suggestions include people you have mentioned before, other users from the company network or your team mates. If the user you mention does not exist, mention appears as plain text.

To display the Comments palette:

Note: Make sure you opened a drawing from the Cloud Storage.

  • Do one of the following:

    • On the menu, click Collaborate > Comments.

    • On the ribbon, click Collaborate > Palette > Comment.

    • Type Comments.

To hide the Comments palette:

  • Type HideComments at the command prompt.

The Comments Palette

The Comments palette groups the tools necessary for adding comments and markups to your drawings.

The palette contains the following sections:

  • The toolbar area groups the tools for creating comments and markups.

  • Filter area groups the tools for searching and filtering comment threads.

  • Comments threads area displays all drawing comments, as well as entity comments, from all users.

    comments_drawing Drawing comments

    comments_entity Entity comments

To collapse or expand a comment thread or a markup:

  • Click toolmatrix_collapse or toolmatrix_expand on the Comments palette.

You can use these toolbar buttons at the top of the palette:

Button

Description

button_new_comment New comment thread

Adds a new comment thread to the specified entity

button_palette_markups New markup

Switches the palette to the markup mode. You can add stamps, voice and picture recordings. To return to the comments and markups list, click Back to comments and markups.

button_expand_all_comments Expand all threads button_collapse_all_comments Collapse all threads

Expands all comments from the list

Collapses all comments from the list

button_refresh Refresh

Refreshes the list of comments

button_comments_filter Filter and sort comment threads

Displays a menu with filtering options. See Searching for Comments and Markups.

For each comment or markup, the following tools are available:

Button

Description

icon_comments_resolve Resolve

Resolves the comment or markup

icon_comments_zoom Zoom

Displays the entities to which the comment or markup is attached

button_palette_dots More options

Displays a menu with the available options

For each picture recording, the following tools are available:

Button

Description

button_comments_pict_download Save image

Saves the picture to the specified location on your computer

button_comments_pict_show_full Show full image

Displays the full image in a separate window

Adding Comments and Markups

Note: You can add markups only in the drawings saved in the Cloud Storage.

To start a new comment thread:

  1. On the Comments palette, click Create a new comment thread button_new_comment .

  2. Type your comment in the Description field.

    tip To mention a user, type @ then select the user from the list of suggestions. Use arrow keys or the mouse to select a user.

  3. Optionally, specify a title.

  4. Optionally, link the comment to an entity:

    1. Click Add entities button_add_entities .

    2. In the graphics area, specify the entities to which you want to attach a comment.

    3. Press Enter.

      Note: You can remove entities at any time by clicking Remove entities button_remove_entities .

  5. Click Save button_save_comment .

    The comment is created. When another team member will open the drawing, he will see the comment in the list.

To add a custom stamp:

Note: You can add stamps only in the drawings saved in the Cloud Storage.

  1. Do one of the following:

    • On the menu, click Collaborate > Stamp.

    • On the ribbon, click Collaborate > Comments and Markups > Stamp.

  2. Type the text and press Enter.

    The stamp appears attached to the mouse pointer.

  3. In the graphics area, specify a point.

    The stamp appears on the drawing.

    tip You can also add custom stamps from the Comments palette.

To add predefined stamps:

Note: You can add stamps only in the drawings saved in the Cloud Storage.

  1. On the Comments palette, click Create a new markup button_palette_markups .

    The palette switches to stamps mode. You can return to the comments and markups list at any time by clicking Back to comments and markups.

  2. On the Stamps area, specify a predefined stamp.

    tip To add a custom stamp, In the Title field, type the text and click Place stamp.

  3. In the graphics area, specify a point.

    The stamp appears on the drawing.

To add a voice recording:

Note: You can add voice recordings only in the drawings saved in the Cloud Storage.

  1. Do one of the following:

    • On the Comments palette, click Create a new markup button_palette_markups and click Voice Recording.

    • On the menu, click Collaborate > Voice Recording.

    • On the ribbon, click Collaborate > Comments and Markups > Voice Recording.

    The voice recording stamp appears attached to the mouse pointer.

  2. In the graphics area, specify a point.

  3. The Comments palette lets you to record your voice.

    Use the recorder buttons to create an audio voice recording.

    In the Comments palette are four audio controls: record, play, pause and stop. Selecting the record control will record audio until the stop control is pressed. Each new recording completely removes the previous recording. You may playback a recording by selecting the play control. When recording or playing back audio, the pause and stop controls can be used as needed.

  4. Once a voice recording is entered, click Post.

    The voice recording is created.

To add a picture recording:

Note: You can add markups only in the drawings saved in the Cloud Storage.

  1. Do one of the following:

    • On the Comments palette, click Create a new markup button_palette_markups and click Picture Recording.

    • On the menu, click Collaborate > Picture Recording.

    • On the ribbon, click Collaborate > Comments and Markups > Picture Recording.

    The picture recording stamp appears attached to the mouse pointer.

  2. In the graphics area, specify a point.

  3. In the dialog box, select an image and click Open.

    The picture recording appears on the Comments palette.

  4. Optionally, you can add comments along with the picture recording. To mention a user, type @ then select the user to mention from the list of suggestions. Use arrow keys or the mouse to select a user.

  5. Optionally, click Add images to add more images to the picture recording.

    tip Use the Next and Previous buttons to browse between images.

  6. Click Post.

    The picture recording is created. When another team member will open the drawing, he will see the picture recording in the list.

Searching for Comments and Markups

In drawings with many comments you can search for a specific comment if you know a portion of the description. Type substrings and use wildcards to reduce the number of displayed comments.

Additionally, you can sort the comments and markups according to the available options:

Option

Description

Show entity comments

Displays only the comments attached to drawing entities

Show drawing comments

Displays comments that are not attached to entities

Show picture recordings

Displays only picture recordings

Show voice recordings

Displays only voice recordings

Show markups

Displays only markups

Show resolved comments

Displays only resolved comments

Show unresolved comments

Displays only unresolved comments

Show resolved markups

Displays only resolved markups

Show unresolved markups

Displays only unresolved markups

Sort by oldest first

Displays the comments in a descending order according to the creation date

Sort by newest first

Displays the comments in an ascending order according to the creation date

Sort by user name

Displays the comments in an alphabetic order according to the user name

Managing Comments and Markups

The Comments palette displays all comments and markups in a drawing. Additionally, it provides all tools for working with comments and markups.

You can do the following:

  • Edit comments

    You can add or remove entities and change the titel or the description of a comment.

  • Reply to comments

    Other users can reply to your comments. In the Comments palette, replies are displayed under the original comment.

  • Set the status for comments and markups

    You specify whether you have resolved a comment or reopen it.

  • Delete comments and markups

    At any time, you can delete your comments and markups in a shared drawing.

To edit a comment thread:

  1. On the Comments palette, click More options button_palette_dots for the comment to edit.

  2. Select Edit button_edit_comment from the menu.

    The comment switches to the editing mode.

  3. Do the necessary changes, such as:

    • Add or remove entities.

    • Edit the title and the description.

  4. Click Save.

To reply to a comment:

  1. On the Comments palette, expand the comment thread.

  2. Type your text in the Reply field.

  3. Click Save button_save_comment .

To resolve a comment or a markup:

  • On the Comments palette, click Resolve icon_comments_resolve for the comment thread or markup to resolve.

To reopen a resolved comment:

  1. On the Comments palette, click Filter & Sort button_comments_filter and select Show resolved comments.

  2. Click Reopen icon_comments_reopen for the comment thread to review.

To reopen a resolved markup:

  1. On the Comments palette, click Filter & Sort button_comments_filter and select Show resolved markups.

  2. Click Reopen icon_comments_reopen for the markup to review.

To display the entities to wich the comment is attached:

  • On the Comments palette, click Zoom icon_comments_zoom for the comment thread to review.

To delete a comment thread or a markup:

Note: You cannot delete other colleagues comments and markups.

  1. On the Comments palette, click More options button_palette_dots for the comment or markup to delete.

  2. Select Delete button_remove_entities from the menu.

To download a picture from a picture recording:

  1. On the Comments palette, expand the picture recording.

  2. Click Save image button_comments_pict_download .

  3. In the dialog box, navigate to the folder where you want to store the drawing file.

  4. In File name, type a name for the file.

  5. Click Save.

Access

Command: Comments

Menu: Collaborate > Comments

Ribbon: Collaborate > Palette > Comment

Related Topics

Working with Drawings from the Cloud Storage

Parent Topic

Sharing Drawings and Collaborating