Filter comments by subject AND summarize only pages with the filtered comments
Posted: Fri Sep 02, 2022 5:05 pm
We are a law firm in the field of construction law and comment our documents, especially incoming correspondence, with PDF XChange Editor. This is usually the beginning of a very digital workflow.
Comments concern for example questions to clients, questions to third parties, tasks for processors, work to be delegated and much more.
Each type of comment has its own format and subject.
With the help of the comment summary function, we forward our comments to specific passages of text to the relevant recipients, e.g. to an expert.
In such a case, it would often be quite good not to have to forward the whole letter, but only the excerpt of it, which is commented with the appropriate subject.
This would require a feature where comments can be filtered by subject, AND where ONLY the filtered view is a base for a comment summary.
Is there a way to get such a plugin please?
On your knowledgebase (https://www.pdf-xchange.com/knowledgebase/325-How-do-I-determine-the-order-of-comments-when-I-use-the-summarize-comments-feature- in-PDF-XChange-Editor) we found a note that you can activate or deactivate the "Include invisible comments" box. However, this had no effect in our tests.
If you want, we can explain the problem to you in an online session.
Comments concern for example questions to clients, questions to third parties, tasks for processors, work to be delegated and much more.
Each type of comment has its own format and subject.
With the help of the comment summary function, we forward our comments to specific passages of text to the relevant recipients, e.g. to an expert.
In such a case, it would often be quite good not to have to forward the whole letter, but only the excerpt of it, which is commented with the appropriate subject.
This would require a feature where comments can be filtered by subject, AND where ONLY the filtered view is a base for a comment summary.
Is there a way to get such a plugin please?
On your knowledgebase (https://www.pdf-xchange.com/knowledgebase/325-How-do-I-determine-the-order-of-comments-when-I-use-the-summarize-comments-feature- in-PDF-XChange-Editor) we found a note that you can activate or deactivate the "Include invisible comments" box. However, this had no effect in our tests.
If you want, we can explain the problem to you in an online session.