Shift offers full-fledged review and approval for supported document types, along with videos, to assist in the feedback process. These features include highlighting, searching the document, on-document drawings, and threaded comments. Along with that, you can search and filter these comments for better organization of feedback.

Commenting

If you would like to comment on the document, click the Add Comment button.

This will bring up the login modal.

If you are creating an account for the first time, select "Create a new Shift Account." Enter your name and email address to create a user profile, which you can then use to comment on any future links. This account is activated by clicking through the new account email that is sent.

You can also create an account by logging in with Google, Slack, Apple, or Microsoft authentication if you do not have one yet.

For SSO users, select the “Sign in with Shift option” to be taken through your company’s login screen.

Annotate the Document

There are several options for annotation: highlight, strikeout, text box, shapes, and free-form drawing. Each type of annotation can have a comment linked to it.

To leave a comment, select one of these options and perform the action to bring up the commenting field.

Additionally, you can select individual words or phrases to bring up the annotation modal. From here, you can also create an external link which is tied to the selected word or phrase.

Search the Document

The search feature allows you to find individual words or phrases that may require attention throughout the document. You can refine the search by either making it case sensitive or a whole-word search.

Comment Functionality

Comments can be filtered, searched, and sorted so that a document of any size and with any amount of comments can be organized.

Select the filter option to show only comments by a specific author or type.

Select the sort option to show comments in a preferred sort order instead of by the default which is page number and placement upon the page.

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