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
Tab | Shows |
All comments | Every open thread on this document |
Assigned to me | Threads where you were @mentioned |
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.
Comment thread cards
Each thread appears as a card showing:
Element | Description |
Author | Avatar and name of whoever started the thread |
Timestamp | Relative time since the first message (e.g. "2 hours ago") |
First message | Preview of the opening comment with @mentions highlighted |
Reply count | Number of replies after the first message |
Resolve button | Mark the thread resolved (checkmark icon) |
Delete menu | Available to the thread creator — permanently removes the thread |
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:
Switch to Comment mode in the PDF viewer (C shortcut) — see PDF viewer
Click the location on the page where the comment applies
Type your message in the popover that appears
Optionally @mention a teammate — start typing
@and select from the autocomplete listSubmit the comment
The pin appears on the page and the thread shows up in this tab immediately.
Replying to a thread
Click the pin on the PDF or select the thread card in the sidebar
The popover shows the full conversation
Type your reply at the bottom and submit
@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:
Click the menu icon
Choose Delete
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
Situation | Behaviour |
Comment popover open | Document prev/next shortcuts and Escape-to-close are paused |
Switch sidebar tab while thread selected | Active thread deselects; pin popover closes |
Switch viewer mode away from Comment | Draft pins are cleared; open popovers close |
Another user resolves a thread | List updates on refresh via live query invalidation |
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
During review, spot a question for the deal team or target counsel
Switch to Comment mode and pin it on the exact clause
@mention the responsible colleague
They open the document, filter Assigned to me, and reply
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
Comments | Risks | |
Purpose | Team discussion | Formal due diligence findings |
Appears in Matrix | No | Yes |
Appears in Red Flag Report | No | Yes |
PDF overlay | Blue comment pin | Coloured risk bounding box |
Resolution | Resolve / unresolve | Edit level, delete, or mark No risk |
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].