How to Add Comments to a Document

Adding comments to your document is useful when collaborating with others or leaving notes for yourself.

Displayr's comment feature allows anyone with edit access to a document to add comments to any element in the Report or Data Sources trees, including pages, page outputs (such as tables, visualizations, or text), boxes, data sources, and variables and variable sets. 

Requirements

Edit access to the Displayr document where you want to add comments.

Method

1. To enable comments, first click on the Comments button in the toolbar.
   
   This will expand the Comments panel on the right side of the page.
   
2. With the Comments enabled, add a comment to whatever you currently have selected on the page by clicking the + button. If you don't have anything selected, the comment will be added to the page itself.
3. Type in the text of your comment and type in the triangular Submit button or hit the Enter key on your keyboard.
   
   
4. To add another comment, click the + button again. To add a comment to a new item, select that item, then click +
5. To reply to a comment, click Reply below the text of the comment
6. To edit a comment, mark it as resolved, or delete it, select a comment, then click the three-dot button on the right side, and select your desired action.
   

Technical Details

• Any user with access to edit a document can add or edit comments in that document. 
• When the Comment panel is closed, the comment icon appears only in the Report and Data Sources tree.
  
• When the Comment panel is open, the comment icon will appear next to any item with a comment. The icon won't appear if the Comment pane is closed.
  

• Comments are only visible in Edit mode; they will not appear in View mode.

• Any new comments added since you last visited the document will appear as new comments next to the Comment button in the toolbar.
  

• To view any newly added comments while working on the document, click the refresh button.
  

• There is a 5000-character limit per comment.

• Users will not receive any notifications about new comments outside of Displayr.

Next

Tips for Working Efficiently in Displayr