Comments are used for collaboration and note-taking in documents and workbooks. The comments you create are visible only to other users who have appropriate document permissions, and will not appear in an actual filing.

Viewing Comments

You can view all comments in a document by clicking the Comments button on the Review tab. Placing your cursor above a comment box will display a blue line connecting the comment with the portion of the document to which the comment is directed.

Click the Previous comment and Next comment icons located in the toolbar to quickly navigate from comment to comment. On the toolbar, click Hide to conceal comments from view.

TIP: To share comments outside of Wdesk, you can export a PDF of your document, or a section of it, and include comments in the export. To learn more, read the article Save As PDF.

Adding Comments

To add a new comment to a document, select the portion of text, a table or an object to which your new comment will refer. On the Review tab, click Add. Upon hover, your comment will be connected to the text or object by a blue line.

Enter your comment in the text box, then click the Post button. You cannot post empty comments. Adding a comment does not lock the document section.

You can also add a comment to individual or groups of cells in a workbook. Select the cell(s) to which your comment will refer. Click the Add button or right-click the cell and select Add Comment. Enter your comment in the text box in the panel to the right, then click Post.

Cells with comments will have a hollow blue triangle indicator in the upper-right corner.

Editing Comments

If you need to change your comment for any reason, hover over the appropriate comment box, then click the gray Pencil icon. Edit your text. When you are finished, click the Post button again.

Comment Actions

To post a Reply to a comment, hover over it with your mouse until the blue Reply arrow is visible. Enter your reply, then click Post. You can reply to others' comments, or to your own.

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A string of comments can become very lengthy. To minimize a comment thread, double-click the gray box at the top of a thread.

The comments will minimize. You can double-click the box again to maximize the thread.

Selecting Delete Comment from the Actions menu will permanently remove the comment from the document. Document permissions apply to who can delete comments.

Selecting Resolve Comment from the Actions menu will indicate to other users that you have resolved the issue. The comment thread, however, will remain in the document history. A resolved comment minimizes and displays a green checkmark with grayed out text, indicating that it has been resolved.

A resolved comment can be re-opened at any time by clicking the Actions menu and selecting Re-open Comment Thread.

Moving a Comment

To move a comment in a document, select Move from the Actions menu. The Move Comments dialog box opens. Blue handles will display around the existing text selection. Click and drag the handles to modify the text selection. When you are satisfied with the new selection, click Finish.

NOTE: Workbook comments cannot be moved.

Disconnected Comments

When the subject of a comment is deleted, attached comments will display as a Disconnected Comment, and the comment balloon icon will appear broken. To view the selection that was deleted, click Show Original Text in the comment box. The deleted portion of text will appear in the comment box. Hide the text by clicking Hide Original Text.

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Use the Actions menu and choose Connect. This opens the Move Comment dialog box, and you will be prompted to apply the same comment and thread to a new portion of text. Click and drag the blue handles to select another portion of text, then click Finish.

Filtering Comments

To filter comments, click the Filter button that appears in the menu to the right of the comment buttons. The comment Filter dialog box appears, in which you can select one or more of the following filtering criteria:

  • Author: My Comments or My Mentions or comments submitted by a particular user or user group.
  • Status: Open, Resolved or All.
  • Updated: Comments last updated on a specific date or within a specific time period.

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This allows you to review all comments throughout your document that meet particular criteria such as all comments that mention you. You can use the Filter dialog box to change the filtering criteria at any time. When you make your new selections, click Apply to update the results. To cancel filtering, click the Clear Filter button.

Copying Comment Text

To save time, comment text can be copied from one comment box to another or into the document itself. This can be quite useful, since reviewers cannot actually change the document itself, but you are able to insert their comments into the documents as an editor.