Markup Comments and Proofing is a feature which allows users to collaborate on a Resource being created or updated as part of an approvals process. One of the most important actions within this feature is the ability to Add a New Version / Revision; allowing for changes to be requested, actioned offline and the updated file added for further feedback or approval.
Users are also able to compare Versions / Revisions, allowing them to easily compare the differences between two versions of a file. Having both files on the same screen makes it easy to compare Version 1 to Version 2 and see if the updates requested in the Comments of Version 1 have been addressed.
This article includes all instructions needed to navigate the Compare Versions / Revisions page. Click the headings below to skip to a specific item.
Accessing the Compare page
To access the Compare Versions / Revisions page, complete the following steps:
- Navigate to the Review Request / Markup Comments page
- Open the Versions / Revisions Tab, located at the top of the Comments panel.
- Select 2 of the files in the list.
- Click the Compare button at the bottom of the list (as demonstrated below).
- Select the relevant Compare option - if that option is applicable.
Note that the action will only be accessible if more than 1 Version / Revision has been added.
Compare Options
Currently there are two options available for Comparing your Revisions / Versions. Both are available for Document files only, whereas all other supported file types will only have the 1 option.
The options will automatically appear if applicable, allowing the user to decide which of the two items they wish to use.
Compare Side by Side
This is the standard option available, allowing users to see their two files side by side. This option is available for all file types that support a preview, ie it is not available for files like Zip files which you cannot preview.
Highlight Text Differences
This is a new option, available just for Document files (docx, xlxs, pptx, pdf) which automatically highlights the text differences between two files.
When two eligible files are selected, this additional option will appear in the Compare button dropdown.
Once selected, the two files will appear side by side. If there are any text differences between the two files, these will automatically be highlighted. Any new text added (in comparison to the other file) is what will be highlighted.
Compare Versions / Revisions Page
The Compare Versions / Revision page allows you to compare your files side by side, making a comparison simple. The order of the files will be based on the order in the dropdown and in each file you can navigate individually, ie you can scroll through or skip to specific pages for each individual file.
To go back to your Markup Comments page, simply click the Back Arrow, located at the top left of your Compare page (as highlighted below).
Hide / Show Markups
If you need to view your full file, without being distracted by the Annotations and Markups added previously, you can select the Hide Markups option, located at the top right of your page. When selected, this will hide all Annotations / Markups on both Versions / Revisions visible. To view your Markups again, click Show Markups, which replaces the Hide Markups highlighted below.
Note that this option is not currently available if you're using the Highlight Text Compare option.
Hide / Show Comments
When the Compare page opens, the Comments panel will be open by default, allowing you to easily compare the two Versions / Revisions with the feedback requested. On the Comment Panel on the Compare page you can Resolve Comments (if on comparison you see your feedback has been addressed), Reply to Comments (if further changes need to be made) and Add new General Comments. Note that you cannot add New Annotations or Markups on this page.
You can also navigate to other Versions / Revisions Comments, allowing you to compare the feedback against other Versions / Revisions if necessary.
To Hide your Comments and see a larger view of your Versions / Revisions, click the Hide Comments action (highlighted below).
Note that this option is not currently available if you're using the Highlight Text Compare option.
Update Versions / Revisions Selection
When the Compare page is opened, you can switch to other Versions / Revisions via either the Versions / Revisions dropdown. This is located either in the Comments panel, or, if the Comments panel is closed, it will appear at the top of the page next to your page title, ie Compare Revision 2 & Revision 1 (as highlighted below).
Note that this option is not currently available if you're using the Highlight Text Compare option.
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Other Markup Comment articles available include: Markup Comments Overview, Markup Comments Support, Access & Restrictions, Markup Comments & Annotations, Video Markup Comments & Annotations, Add New Versions / Revisions in Markup Comments, Instant Alerts (Markup Comments).
To read more about Approvals click here.
Please note that the 'Approvals', 'Admin' and 'My Account' terminology referenced above may appear differently in your platform as these are customisable terms. You can view related terminology here.
If you have any further questions about Markup Comments, please contact your Customer Success Manager.
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