Collaborating with PDF Documents

Owned by Ian Fleshman-Cooper
Last updated: Feb 15, 2024
2 min read

Sending PDF for Team Commenting through Adobe Acrobat

Overview

This document provides instructions on how to send a PDF document for team commenting, enabling collaboration and feedback from team members. The process involves creating or opening a PDF, selecting team members, allowing comments, and managing comments.

Steps

  1. Create or Open a PDF:

    • Start by creating a new PDF document or opening an existing one using your preferred PDF editing software.

  2. Access Toolbar:

    • Once the PDF is open, locate the toolbar on the right side of the interface.

  3. Select "Send for Comments":

    • In the toolbar, find and click on the "Send for Comments" option.

sendForComments.PNG

  1. Enter Collaborators' Information:

    • A dialog box will appear. Enter the names or email addresses of the candidates you wish to collaborate with.

  2. Toggle "Allow Comments":

    • Ensure that the option to "Allow Comments" is toggled on before proceeding.

  3. Set a Deadline (Optional):

    • Optionally, set a deadline for comments to be submitted. This can help manage the collaboration timeline.

  4. Select “Send”:

    • After completing the setup, your selected team members will be notified of their inclusion in the collaboration. They will now have the ability to comment on the PDF

  1. Viewing Comments:

    • As collaborators leave comments, you should be able to view them instantly on the PDF.

  2. Reply to Comments:

    • To respond to a comment, click on the comment, and select "Add a reply…" You can engage in a threaded conversation for effective communication.

  3. Manage Comments:

    • You have several options to manage comments:

      • Delete: Remove a comment by clicking on the three dots next to it and selecting "Delete."

      • Edit: Modify a comment if necessary by selecting "Edit" from the options menu.

      • Mark as Unread: If you want to revisit a comment later, mark it as unread by selecting the "Mark as Unread" option.

Conclusion

By following these steps, you can streamline the collaboration process, gather feedback from your team, and effectively manage comments on your PDF documents. This enhances communication and ensures a smooth workflow for collaborative document editing.

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