Why enable the view of comments from Review Submissions node in your PDF Report?
During the review process, it is important to capture any comments or feedback provided by reviewers. These comments play a crucial role in improving the quality and accuracy of the final PDF report. By enabling the view of comments from the Review Submissions node in your PDF report, you can have a comprehensive overview of the entire workflow.
Before we get started
- You can only enable the viewing of comments from the Review node in the PDF via the web portal.
- You can only enable the viewing of comments from the Review node as an " Owner" or an "Admin" of the platform
Enable view of comments from Review submissions node in your PDF Report
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using this link
Step 2: Select an organization
Click on the drop-down arrow in the screen's top left-hand corner. From there, select your organization.
Step 3: Edit an existing Report Template or create a new one
Edit an existing Report Template
3.1 Click on Templates-> Reports -> Edit
3.2 Tick the " Show chat" box
Create a new Report Template
3.3 To learn how to create a new Report Template. Read our support article on: How to create a PDF Report Template.
3.4 Follow on from step 3.2 of the article.
Step 4: Save Report Template and Publish it.
On the left hand corner of the Report builder, click " Save" . Then navigate to the top right corner and click "Publish"
Step 5: Edit an existing workflow or build a new one
Edit an existing Workflow
4.1 Edit an existing workflow that includes the Review submissions node.
4.2 In the Review submissions node , tick the " Show all review messages" box
Create a new Workflow
4.3 Build a workflow to include a " Review submissions" node. To learn more on how to create a workflow read our support article on: How to create a workflow
4.4 follow on from step 4.2 of this article
Step 6: Add the updated Report Template (in step 3-4)
Add the report that you updated in step 3-4 in your workflow
Step 7: Publish the workflow and assign it back to your team
And that's how easy it is!
We hope this article is helpful in enable the view comments from Review Submissions node in your PDF Report. If you have any questions or concerns, please do not hesitate to contact our customer support team at email@example.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!