Product Demo

Single Document Sharing Journey

Full lifecycle for a shared document: publish link, review viewer interactions, and inspect analytics.

Viewer access and commenting walkthrough

Demo segment 3.2.1. Use next/previous to move across this workflow.

Single Document Sharing Journey

Step Walkthrough Notes

Notes loaded from the matching markdown file for this step.

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

  1. Type your email address.
  2. Click Send Code.
  3. Check your email inbox for the verification code (OTP).
  4. 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)

  • CommentsInline, anchored to a specific place in the PDF (great for line-by-line review).
  • FeedbackOne 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

Continue exploring

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