Discussion Panel Overview

View All Discussions and Comment Threads Associated With a Package or File

October 12, 2023

Definitions: Discussions, Packages, Commenting, & Annotating

• Discussions - Discussions are the messages associated with a package. Discussions are commonly called packages. Anytime a package is shared, a new discussion is associated with that file or group of files. When you open a package from your inbox, the individual discussion is displayed on the right. To see all discussions associated with a package, go back to the all discussions panel.

• Packages - A share of any type -- file, asset group, created package -- is a package. The original message and subsequent comment thread on the package is the discussion.

• Comments - Comments are the replies to the original message at both the package level or on an individual file.

• Annotations - Annotation are visual markups on any given file. Visual markups include drawn selections, onscreen text comments, and positional and ranged annotations anchored on screen to the file. All annotations must be submitted with a comment.

Where to Access the Discussion Panel

The Discussion panel can be accessed in two ways:

1. From the Package / Asset View, click on the Discussion icon located at the top right of the module to open the Discussion panel.

2. From File Search on an Asset Group or File. Select the Discussion icon located at the top right of each Asset Group to open the Discussion panel.

Anatomy of the Discussion Panel

All Discussions View

Single Discussion / Comment Thread

About Messages in the Discussion Panel

• When you share a package, the message associated with that package starts a new discussion. That message will appear within the Discussion Panel.

• When you share a package to different groups of people with different messages, those different messages are Discussions.

• New or updated discussions will appear at the top of all previous discussions in the panel.

• Replies and comments on a discussion remain within their discussion thread.

• When you open a single Discussion, you can see all feedback -- comments and annotations -- associated with that Discussion.

• Most users can see only the discussions for the packages that they've sent or received.

Viewing Discussions Associated With a Package

1. If you're already in a package and you want to view the other messages associated with that package, select the back arrow next to the package's subject line of the Discussion Panel. This is different from the back arrow on the top left of the Package Viewer.

2. The Discussion Panel back arrow will take you to the main Discussions panel showing all discussions.

3. To open a Discussion from the panel, click on ‘Replies’ or by clicking anywhere in the discussion box, which will open that package discussion.

Viewing Discussions Associated With a File

1. When viewing a File, click on the Discussion icon to open the Discussion panel.

• If the file has been included in any packages, you will see all the discussions associated with that file.

• For users with limited permissions, you'll see just the packages that you're included on.

2. Select the subject line or body of the Discussion you’d like to view.

3. The Discussion will open and you'll see all comments and feedback associated with the thread of that discussion.

Viewing Discussion Participants

To see who can view a discussion, click the "Shared with X users" text. A pop up will appear containing a list of all users on that discussion thread.