Product Demo

Internal Comment Collaboration

Internal review flow for creating comment threads, replying, and resolving conversations.

Internal comments, replies, and resolve

Complete workflow walkthrough for demo 4.

Internal Comment Collaboration

Walkthrough Notes

Notes loaded from the matching markdown file for this demo.

Video walkthrough: Filter and resolve comments on a shared PDF link

This video shows how a DocKosha user can review comments left on a shared PDF link, filter them by link, jump to the exact spot in the PDF, reply, and then resolve (close) a comment thread.


Step-by-step (what happens in the video)

Step 1 — Start the walkthrough

  • The video opens with a title screen: “Filter and resolve comments on a shared PDF link”.
  • The user proceeds into the product.

Step 2 — Open a PDF inside DocKosha

  • Inside DocKosha, a PDF is already open (example file: QBR_Adoption_Report - Q1.pdf).
  • You can see the main PDF viewer in the center.

Step 3 — Go to the Comments tab

  • In the top-right area, there are tabs like Document, Comments, Share, Analytics, and Audit log.
  • The user clicks Comments.
  • A message appears briefly: “Loading comments…” (meaning the system is fetching comment threads for this PDF).

Step 4 — Use the link filter (show comments for specific share links)

  • A Comments sidebar opens on the right.
  • At the top of that sidebar there is a filter dropdown (example: All links).
  • The user opens the dropdown and selects which link(s) they want to view comments for (example shown: Public link).
  • Result: the comment list updates so you only see comments related to the selected link(s).

Step 5 — Browse comment threads (list view)

  • In the right sidebar, you now see a list of comment threads.
  • Each thread shows:
    • The link type (example: Public link),
    • The comment anchor/keyword (example: engaged room, questionnaires),
    • A timestamp.

Step 6 — Click a thread to see where it is in the PDF

  • The user clicks a thread (example: “questionnaires”) in the sidebar.
  • DocKosha highlights the matching word/area inside the PDF (yellow highlight), so you can immediately see what the comment is about.

Step 7 — Jump from the PDF highlight to the discussion

  • The video points out that the highlighted text in the PDF is clickable.
  • The user clicks the highlighted “questionnaires” text in the PDF to jump directly to the related discussion thread.

Step 8 — View the full thread (thread view)

  • After clicking, the sidebar switches into a detailed thread view.
  • You can see:
    • The thread title/anchor (example: “questionnaires”),
    • Who commented (example email shown: viewer@example.com),
    • Which link it came from (example: Public link),
    • The comment history (example comment shown: “Correct”),
    • A Reply text box and Send button,
    • A Resolve button.

Step 9 — Reply to the comment

  • The user clicks in the reply box, types a short reply (example: “Yo!”), and clicks Send.
  • A confirmation toast appears at the top: “Reply sent”.
  • The new reply appears in the thread history.

Step 10 — Resolve the thread (mark it as done)

  • The user clicks Resolve.
  • The thread is now marked Resolved.
  • The UI shows options like:
    • Reopen (if the conversation needs to continue later),
    • View thread (to re-open the thread details),
    • A Resolved status label.

What a normal user should take away

  • Comments are tied to share links, so filtering by link helps you avoid mixing feedback from different audiences.
  • Clicking a comment thread highlights the exact spot in the PDF.
  • Clicking the highlighted spot in the PDF jumps you straight into the discussion.
  • You can reply directly inside the thread, and then Resolve when you’re done.
  • If needed, you can Reopen a resolved thread later.

Continue exploring

Move to the next demo workflow or go back to the full list.