Viewing and commenting

Notes can be added on top of the page directly in the Viewing & Commenting Panel.

To add a note:

1. Choose a colour by clicking or entering a RGB colour value in the Comment Colour colour picker.
2. Choose an icon to use for your note from the Note Icon dropdown menu.
3. With a colour and icon chosen, click or tap the Add Note button to add a note to the spread.
4. Click or tap to position the chosen styled and coloured note icon.
5. Type in the comments field
6. Click the Add Comment button to add it.

If you are logged in user then your name is attached to the comment, otherwise the note is tagged as being added by a 'Guest' user.

Save your added notes with the Save Comments button. Comments are also saved when moving to another spread.

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‘Sketches’ are coloured lines drawn with the mouse that can be added to the spread in the Viewing and Commenting Panel.

To add a sketch:

1. Choose a colour by clicking or entering a RGB colour value in the colour picker.
2. With a colour chosen, click the Sketch button and drag on the spread to add coloured lines.

You can switch colours and add more sketches as much as you wish. If working within a large group you may want to use colour coding to identify people or urgency.

Note that sketches are only offered from your desktop browser and not from mobile OS.

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With a note added, either by you or a co-worker, click the dropped note icon on the spread to view the comment.

Buttons allow you to easily move, edit or delete notes.

Save the changes using the Save Comments button. Comments are also saved when moving to another spread.

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It is possible for multiple people to add comments to the same spread.

Any sketch lines drawn will be saved along with those created by others – even when added at the same time – but it is advisable to take care when adding text notes that each user should add and save theirs before the next user adds any further notes.

Moving forwards and backwards between spreads using the Next Spread or Previous Spread buttons will refresh the Viewing and Commenting panel with the comments of others.

Individual notes can be removed by clicking on their icon and choosing the Delete Note button.

To remove all the notes added to a particular spread click the Delete ALL Notes button at the top of the Viewing and Commenting panel and confirm you wish to do so in the alert shown.

Notes and sketches are saved by using the Save Comments button or when moving to other spreads with the Next or Save/Prev buttons.

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Until a spread has been saved using the buttons in the top corners of the Viewing and Commenting panel all sketches are treated as new sketches.

The Delete New Sketches button will remove just the sketched lines that have been drawn since the last save.

To remove all the sketches added to a particular spread click the Delete ALL Sketches button at the top of the Viewing and Commenting panel and confirm you wish to do so in the alert shown.

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After adding or altering notes, adding sketches or changing the spread status it is important to save the changes by using the Save Comments button or moving to the next spread with the Previous Spread or Next Spread buttons. You will be prompted to save any newly added comments when closing the window.

Once comments are saved in this way they are sent out as Slack notifications and can be viewed by others using MasterPlan Online and pulled down into InDesign by users of the MasterPlan Desktop App.

Comments added to MasterPlan Online using the MasterPlan Desktop app are planned to be introduced soon.

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