Review Markup and Approval


Review annotations and comments are done in the "Review Canvas". Reviewers may make their annotations individually -  on their own time -  or you may also hold live real-time review sessions where multiple people may "whiteboard" on the content together or conduct more formal synchronized presentations (see "How do I hold a live presentation" for more details). 



To annotate a Review

Select the desired annotation tool from the toolbar at the left side of the canvas. By default the pencil tool is selected allowing you to draw a free-form line. Other tools include the note tool and shape tools (arrows, lines, boxes etc). 

After you make a mark a number is inserted beside it  (this may be moved if desired) and a comment window opens allowing you to leave an optional comment to be associated with the mark.



You also have the option to click “Draw More” if you wish to associate additional drawing elements with the comment. This will move and open the comment menu in the comment sidebar and you may continue drawing additional elements as long as it remains open (using any of the pencil or shape tools). If you make an error as you draw new elements you can use the delete or backspace key to sequentially delete them. When you’ve completed adding all the elements and text you want in the comment, click “Done” to save and start a new comment.

After accepting the comment it will appear in the right comment bar along with your name, the comment number and a timestamp. By default, you have 90 minutes during which time you may edit or delete any comment you make (this time limit may be configured by the account administrator). 



Click on the red color square to change the color, size and opacity of the mark you want to make. The size is specified in pixels relative to the resolution of the underlying image.



You may select “Add Comment” at the bottom of the comment bar if you want to add a general note that is not associated to any drawn mark.



To send an immediate notification to a review participant, you can use the @mention functionality. When entering the text of a comment type "@" to activate a list of all the current participants and then choose the person you want to notify. That person will receive an immediate email with the comment text and a link directly back to the comment for review and reply. 



There are a number of ways to review and filter the comments made by yourself and other reviewers. You can click on the up/down arrow at the top of the comment bar to collapse a long list of comments and then use the left/right arrows or click on the name of a particular comment to open it.



If you are reviewing a video or multi-page PDF file, then clicking on the comment will take you to the frame or page on which it appears. You can also click the comment arrows in the player control to advance to the next/previous frame or page that has comments on it.



A red marker will be shown on any “New” comments  (added after the last time you visited that particular review) so you can easily identify the ones you have not yet seen.



You may filter the list of comments by creator or by “new” only. For videos you may also filter comments related only to the current frame you viewing.



If requested by the Review creator, you may also see the option to “Approve: Yes or No”  the item you are looking at. To see all the approval decisions for an item, click on the "show" button.



If there are multiple items in the Review, you will see a button at the top indicating the item number (ie. "3 of 14"). To navigate between items in the Review, click on this button to open/close a thumbnail strip of all the items or click the arrows next to this button to advance to the next or previous item.



You may use keyboard shortcuts to activate many of the annotation and navigation tools. These include the following:     

b - activate pencil tool.
n - activate note tool.
a - activate arrow tool.
t - activate the text highlight tool.
h - activate hand (pan) tool (or hold Shift key to temporarily activate it until released).
z - activate zoom tool (or hold Option key to temporarily activate it until released).
0 - zoom fit all;  9 - zoom fit width; 1 - zoom to actual size;  2 - zoom to 2x;  3 - zoom to 3x
space bar - start / pause video
left / right arrows - advance to next / previous frame in video (or page for PDF files).
up / down arrows - advance to next / previous file in review.
x - toggles the mouse wheel action between vertical scroll and zoom. You can also press and drag the mouse wheel to pan. 

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