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Exporting to PDF without Resolved Comments

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14 kommentarer

  • Offisiell kommentar
    Isabel Messore

    Ask and you shall receive! 

    I'm beyond excited to announce that the ability to filter comments on PDF exports is now available in Workiva! Any filters applied in the comment panel will be respected on PDF exports. Thank you all for your contributions, we couldn't have done it without you!

    You can learn how to Filter and Export Comments here. Happy exporting!

  • Paige Ringhofer

    Hi Cole, 

    Welcome to the Community and thanks for reaching out! Right now there isn't a way to pull down a draft with only the open comments. I have passed this feedback  on to our Product Team and will let you know if anything changes. In the meantime, feel free to reach out with any other questions you may have!

    Thanks!

    0
  • David Wahl

    It would be extremely useful to have the option to include only the open comments. Having all the resolved comments in there from the initial review is very distracting and makes it impractical to use.

    0
  • Mike Davis

    Hello, followers!

    A somewhat sad update for you here. At this time work for this enhancement is not planned by our product team. We will continue to take in new requests here, so definitely keep the feedback coming! We'll keep you updated should this feature get resurrected. Thanks for your continued patience and have a great day!

    0
  • Justine Fischer

    We would also like to have the opportunity to generate a pdf with only the unresolved comments. Is there any update on this topic? Thank you.

    0
  • Liz Habel

    Hi Justine,

    Unfortunately, this enhancement still isn't planned for work by our product team. We will continue to monitor for requests for this feature, but it is unlikely to be picked up for work for the foreseeable future. 

    0
  • Alisa Melnikova-Hasho

    Dear Workiva team, 

    We are also looking to export a PDF with open comments only as for large reports (Yearly Integrated Report) it is not practical to have an export with all resolved comments from the creation of the document. 

    Alternatively, you could add the functionality as part of the "Send for Review" function and enable an export from the Review document, with only open comments. 

    Is there an update on this topic? Can you add Mondi Group to the request log? 

     

    Thank you, 

    Alisa

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  • Mike Davis

    Hello and welcome to the community, Alisa!

    Sadly I don't have much of an update for you here and it still remains unplanned. That said, I'm happy to add Mondi Group to this request and will keep you apprised if it does get resurrected in the future.

    Thanks again for chiming in and I hope you have a great day!

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  • Anna Scacchi

    Dear Workiva,

     

    I too would love it if your development team can research a way for a user to select which comment types they would like to be included when downloading a PDF out of Wdesk  (ie, resolved vs open comments).  I have found that it is not very efficient to download all comments (particularly resolved ones) out of Wdesk as someone is reviewing multiple drafts of an SEC filing.  Makes it more voluminous for the reviewer to see these comments in the PDF, read them and then wonder if they are resolved or still open.  They typically like to see only open comments as they proceed with their review process.

     

    Thanks,

    Anna

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  • Mike Davis

    Great news, filtered comment export enthusiasts and followers! This request has been resurrected and is now under future consideration. There's no timeline to speak of for when this could get worked on, but this is a good step. We'll continue to keep you apprised here of progress and will take in any new requests you have. Thanks again for your patience and perseverance. Have a great day!

    0
  • Benjamin Heim

    Hi, please also add me to this request.

    0
  • Mike Davis

    Ok Benjamin Heim, because you asked nicely 😉

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  • Julie Hilsher

    Please also add me to this request. Exporting with open and resolved comments is interesting as an artifact after-the-fact but not during execution. Thank you!

    2
  • Andreas Hartmann

    Dear Workiva Team, 

    we also would also welcome a functionality to export a document to PDF with only open comments; not resolved. Our auditor is working with PDF exports, a function to export a PDF with only open comments would help in the reporting season.

    Thanks
    Andreas

    1

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