Articles from the Customer Success Team

Resolve Comment Threads in Documents

Learn how to reply to comments and resolve comment threads in a document so discussions are completed and no longer require action.

Steps:

  1. Go to the Bid Packages workspace.
  2. Click Projects in the left navigation.
    The Project Dashboard opens, displaying all existing projects.
  3. Select the project and open the document where you want to review comments.
    The Document Preview screen opens.
  4. In the right panel, click the Comments icon as shown in the image above.
    The Comments panel opens and displays all comment threads for the document.
  5. Select the comment thread you want to respond to.
  6. To reply to the comment, either:
    • Click the comment to open the detail comment area and type your response, or
    • Click the three-dot menu on the comment and select Reply.
  7. Type your response in the reply field and click Send to add your reply to the thread.
  8. Once the discussion is complete, resolve the thread by either:
    • Clicking the Resolve (✓) button on the comment, or
    • Clicking the three-dot menu and selecting Resolve.
  9. The comment thread is marked as Resolved, indicating the discussion has been completed.

💡 Tip: 

  • You can also use the three-dot menu to perform other actions such as Edit, Delete, or Copy link to the comment for easy sharing.
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