Video walkthrough — Viewing, commenting, and email verification (DocKosha PDF viewer)
What this video shows (in plain English)
A person opens a shared PDF link in DocKosha, turns on Comments to add/see inline notes inside the PDF, gets prompted to verify their email before commenting, and then sees how Feedback works for a high-level review (separate from inline comments).
Video length: ~1 min 20 sec.
Step-by-step (easy mode)
Step 1 — Open the shared PDF link
- You land on a welcome screen that says “Comment on a shared PDF and verify your email”.
- Click Get Started to open the PDF viewer.
(~0:00–0:13)
Step 2 — Get comfortable with the viewer controls
Inside the viewer you’ll see:
- The file name at the top (example:
QBR_Adoption_Report - Q1.pdf) - Page navigation (example shows 1 / 1 page)
- A zoom dropdown (shows options like 50%, 75%, 100%, 125%, plus Page fit / Page width / Actual size)
What the demo does:
- Opens the zoom menu and hovers Page fit (so the entire page fits on screen).
(~0:13–0:18)
Step 3 — Turn on “Comments” (inline notes on the PDF)
- At the top right, there’s a Comments option (with a toggle-style control).
- When you enable it, a tooltip explains:
“Open Comments to review feedback threads and add your own notes right on the PDF.”
(~0:20)
What this means
- Comments = notes attached to a specific spot in the document (inline / anchored).
Step 4 — Click on text to view or start a comment thread
- The cursor clicks on text inside the PDF (the demo targets a word/phrase in the “Highlights” section).
- When comments are enabled, the selected text can show a highlight and open a comment thread popover.
You’ll know you’re on commented text when you see:
- A subtle colored highlight on the word/phrase (the demo shows purple highlights like “engaged room” and “questionnaires”).
(~0:30–0:60)
Step 5 — Verify your email before you can comment
When the user tries to comment, a modal appears:
“Verify Email to Comment”
- It says the link requires email verification before posting comments.
- There’s an email input field.
- Buttons: Cancel and Send Code.
(~0:38)
What you do
- Type your email address.
- Click Send Code.
- Check your email inbox for the verification code (OTP).
- Enter the code if the next screen asks for it.
Note: The video shows the Send Code step and then a short loading screen; it does not clearly show the OTP entry screen, but that’s the typical next step.
(~0:47–0:49)
Step 6 — Reply, resolve, or delete a comment thread
After verification, clicking the highlighted text opens a comment thread popup that includes:
- The selected text label at the top (example: “engaged room”)
- The commenter identity (example:
viewer@example.com) and timestamp - The comment text (example: “Is this right?”)
- A Reply… box with a character counter (0/1000)
- A Send button
- A Resolve button to mark the thread as done
- A trash icon (delete) and an X to close the popup
(~0:49–0:60)
Step 7 — Use “Feedback” for a high-level review (not inline comments)
At the top there’s also Feedback.
A tooltip explains:
“Use Feedback to share a high-level review when you don’t need inline comments.”
(~0:70)
When you click Feedback:
- A modal titled Give Feedback appears.
- It has a large text box (“Share your thoughts…”)
- Button: Submit Feedback
(~0:75)
What this means
- Feedback = one general message about the whole document (not tied to a specific line/word).
Step 8 — Optional: Download the PDF
- The top right also shows a Download button.
- Use it if you need an offline copy.
(Visible throughout the viewer)
Quick mental model (so users don’t get confused)
- Comments → Inline, anchored to a specific place in the PDF (great for line-by-line review).
- Feedback → One overall message about the document (great for summary review).
UI checklist (what to look for)
- ✅ Comments toggle ON before you try to comment
- ✅ Email verified (otherwise you’ll be blocked from posting)
- ✅ Click highlighted text to open existing threads
- ✅ Use Resolve when the discussion is complete