The Comments tab centralises all team discussion pinned to specific locations in a document. Unlike risks and key terms, comments are purely collaborative — they do not flow into the Matrix or Red Flag Report unless you act on them separately.

For placing comments on the PDF itself, see PDF viewer — Comments on the PDF. For the overall viewer layout, see Document viewer overview.

Tab header and counts

The tab label shows Comments (n) where n is the total number of comment threads on the document, including resolved threads.

Filtering comments

Two controls at the top narrow the list:

All comments / Assigned to me

Counts in the tab labels update to reflect each filter.

Show resolved comments

When resolved threads exist, a checkbox appears:

• Show resolved comments (n) — toggle to include or hide resolved threads in the list

By default, resolved comments are hidden so the list stays focused on open items.

Show or hide comments in the viewer

When reviewing documents, use the eye/eye-off toggle button in the viewer mode toolbar to show or hide all comment pins and threads on the document pages. This control lets you view the document uncluttered, focusing solely on the contents when needed, without leaving the viewer page. Click the button to switch between these modes at any point.

• When comments are hidden, any open comment popovers or selected comment threads are cleared. If you are in Comment mode, the viewer automatically returns to selection or bounding-box mode.
• When comments are shown, all comment pins and threads reappear in the document view.

This feature is especially useful when you need to focus on dense or sensitive content without the distraction of ongoing comment threads—such as during sign-off review, or when double-checking redactions or confidential annexes.

Comment thread cards

Each thread appears as a card showing:

Click a card to select the thread. The PDF scrolls to the comment pin and opens the on-page popover so you can read the full conversation and reply.

The selected card gets a blue highlight ring to show it is active.

Creating a comment

Comments are created on the PDF, not from the sidebar directly:

1. Switch to Comment mode in the PDF viewer (C shortcut) — see PDF viewer
2. Click the location on the page where the comment applies
3. Type your message in the popover that appears
4. Optionally @mention a teammate — start typing @ and select from the autocomplete list
5. Submit the comment

The pin appears on the page and the thread shows up in this tab immediately.

Replying to a thread

1. Click the pin on the PDF or select the thread card in the sidebar
2. The popover shows the full conversation
3. Type your reply at the bottom and submit
4. @mentions work in replies too

All data-room members with access to the document can read and reply to threads.

@Mentions

Mention teammates by typing @ followed by their name or email in any comment or reply. Mentioned users:

• Appear highlighted in the message text
• Can filter to Assigned to me to see threads where they were tagged
• Receive notifications according to your organisation's notification settings

The mention autocomplete lists all members of the current data room.

Resolving comments

Click the checkmark icon on a thread card to mark it resolved. Resolved threads:

• Remain accessible when "Show resolved comments" is checked
• No longer appear in the default open list
• Can be unresolved by clicking the checkmark again (icon turns green when resolved)

Use resolve when the question is answered or the action item is complete — similar to resolving a GitHub review thread.

Deleting comments

The thread creator can delete a thread from the ⋮ menu on the card:

1. Click the menu icon
2. Choose Delete
3. The thread, all replies, and the PDF pin are removed permanently

Other team members cannot delete threads they did not create.

Bundled documents

When reviewing a disclosure bundle (merged PDF), comments on annex pages are stored against the correct underlying file. Selecting a thread navigates to the right page in the merged scroll view.

Interaction with other viewer features

Empty state

When no open comments exist:

No open comments yet. Click the comments tab and click anywhere in the file viewer to add a comment on that position.

Switch to Comment mode on the PDF and click a page to start the first thread.

Typical collaboration workflow

1. During review, spot a question for the deal team or target counsel
2. Switch to Comment mode and pin it on the exact clause
3. @mention the responsible colleague
4. They open the document, filter Assigned to me, and reply
5. Once resolved, mark the thread resolved to keep the list clean

Comments are ideal for questions that do not rise to the level of a formal risk finding — clarification requests, internal notes, and follow-up reminders.

Comments vs risks

If a comment identifies a material issue, create a proper risk finding using Flag/select risks mode or Identify as risk from the Key terms tab.

If you need additional help with the Comments tab or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].

Updated on: 23/07/2026