Collaborate on Documents
On Capcade, you can use comments, and statuses (such as accept or reject) to make internal workflows flow smoothly.
Commenting on a PDF inside a VDR
Go to the Dashboard
Select the relevant VDR by choosing from the list of VDRs you have access to (alternatively, you can create your own VDR).
Upload or select an existing file
Click on the name of the PDF to pull up the viewer
To create a comment select the caption button (the yellow icon in the header), and click anywhere on the document
You or your colleagues can make comments or assign statuses for the comments (such as accepted) via the button in the upper right corner in the comment itself
You comments can now be seen by users who have permission to view the document so the comments can be used internally or externally during collaboration phases.
When there are several comments on the page, you can sort and filter by who made the comment, approval status, date etc.
To learn more about document management, see our collection of articles: