Advanced Viewer Commenting & Comment Management
💬 Advanced Viewer Commenting & Comment Management
The Advanced File Viewer in Ontraccr includes a full-featured commenting system designed for collaborative markup. This lets your team leave feedback, ask questions, or flag items directly on documents like construction drawings or estimates.
🗣 Adding Comments
To add a comment:
- Open a file in the Advanced Viewer
- Switch from View Mode to Annotate Mode
- Select the Note tool
- Click and drag to place a comment box
- Type your comment and click Save
💡 Use comments to flag outdated details, ask for clarification, or provide instructions.
🔁 Replying to Comments
Each comment can have replies — allowing threaded discussions within the document.
You can:
- Reply to a comment directly
- Attach files or images to your reply (if needed)
📌 Setting Comment Status
You can assign a status to each comment to track its progress. Available statuses include:
- ✅ Accepted
- ❌ Rejected
- 🚫 Cancelled
- ✔️ Completed
- ⬜ None
- 📍 Unmarked
📌 Use statuses to track whether a comment has been reviewed or resolved.
⚙ Managing Comments
Each comment also includes:
- Edit option: Update the content of your comment
- Delete option: Remove the comment entirely
- Save changes after editing
🔍 Filtering & Searching Comments
When viewing comments, you can:
- Filter by:
- Author
- Color
- Type
- Status (e.g., show only unresolved comments)
- Search by keywords across all comments
💡 This makes it easy to find all unresolved issues on a drawing or spec document.
🤝 Use Case: Team Collaboration on Drawings
Let’s say your estimators are reviewing electrical drawings:
- You can use the Note tool to flag changes needed
- Estimators can reply with questions or status updates
- Once addressed, they can mark the comment as Completed
Everyone stays aligned — all in one place, right on the file.
🧾 Summary
- Use the Note tool to comment directly on files in the Advanced Viewer
- Threaded replies and file attachments make discussions richer
- Comment statuses help track progress and resolution
- You can filter and search comments across the document
- Ideal for drawing markups, team feedback, and collaborative reviews