Collaborator includes native support for PDF files. Additionally, you may convert any other document type into PDF format and upload it to Collaborator.
Note: | Reviewing PDF documents is only supported in Collaborator Enterprise. For a complete list of differences between Collaborator editions, see the comparison page. |
Document review is only supported on 64-bit Collaborator servers. On 32-bit platforms, Collaborator may fail to process the documents due to insufficient memory. |
The Collaborator Visual Studio Extension and Eclipse Plug-in do not support reviewing PDF files. Use the Web Client instead. |
Upload PDFs
To review PDF documents, just attach them to the review as you would any other file and when you open the Diff Viewer, the content area will display the documents for review.
Upload Arbitrary Document Types
To upload any arbitrary document, you need to convert the desired document to PDF format using a conversion tool and then upload it to the review. Popular converters include (but are not limited to):
View Differences
Collaborator automatically finds and highlights differences between the document revisions that you uploaded and selected for review. Both revisions uses standard highlighting: red for deletions and green for additions. Documents can only be viewed in a single or side-by-side layout. There is no over-under view available currently for PDF documents.
Side-by-Side PDF Review
If a document contains tables, they are compared row by row. For more refined comparison of table data consider exporting table as spreadsheet and compare it separately.
Scrollbars are available for each revision of the document. You are also able to move the separator to show more or less of either revision. To do this, drag the separator to the desired location.
PDF files with XFA (XML Forms Architecture) content is not supported by Collaborator. |
Change Pages
To change pages, use the arrows at the bottom left of the comparison screen.
The arrows will allow you to go to the Previous Page or the Next Page. You can also manually enter a page number and select Enter to jump to an arbitrary page. The page numbers will refer to the latest upload of the document shown.
You can also use the mouse wheel to scroll through the pages (unless disabled by the respective option).
Page navigation is disabled when the document is loading or when it is converting to Collaborator's internal format. In that case, Collaborator displays progress indicators near the navigation buttons.
Zoom In And Out
Both the side-by-side and single view support zooming the images in the display. Zooming out is useful if the page is too large to display in the browser window without scrolling. Zoom is also useful for more precise placement of the comment markers. However, whether zoomed in or out, the comment markers still refer to pixel locations in the image at 100% zoom, so subpixel comments are not supported. If a zoom operation would cause the currently selected location to scroll offscreen, the image will be scrolled to recenter the selected location.
Rescaling of documents is performed by rerendering the document on the Collaborator server and could be slow depending on the size of the document and the selected image scale.
Make Comments and Mark Defects
Move Comment Pushpins
You can move an existing pushpin to a new position in a document. The feature should be enabled by administrator for all participants or for review creators only.
There are two ways to move a comment:
Using Drag and Drop
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Drag the pushpin mark and drop it over the new position in the document.
Moving pushpins using drag-n-drop
Using Move Comment handle
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Select the desired comment.
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Click and hold the Move Comment handle ().
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Drag the handle to the new position.
Moving pushpins using handle
Document Review Notes
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If the DiffViewer has troubles displaying small characters, diagrams or documents look blurry, you will need to increase the resolution scale via the
com.smartbear.diff.image.resolution.scale
Java VM option, restart Collaborator server and clear browser cache.
On the left of the main Diff Viewer page, there is a pane for chat threads, where you can view and make comments and mark defects that should be fixed. When reviewing PDF files, you can create global, annotation, overall for file revision, coordinate (pushpin) and label comments and defects. Comment and defect description could be in plain-text or use rich-text and Markdown formatting, they could also mention other Collaborator users.
To comment on specific text in a document, simply click the document at a point where you would like your comment to appear and begin typing. Collaborator will insert a pushpin () to indicate the comment. The number in the pushpin head corresponds to the comment's order within the current page of the document.
User can select some area (rectangle) in the document and create a conversation, connected to this area.
You can hide pushpins by clicking the pushpin toggle button on the chat toolbar. Use this feature if a pushpin overlaps an important part of the document.
Alternatively, you may specify an arbitrary label, such as "Section 5.1", to describe the content you are referring to. Using labeled locations decreases the confusion that can occur when large changes occur in a text document resulting in the pushpins not being adjacent to the corresponding text. Label text may not be updated.
To learn more about communicating during the reviews, see Types of Review Comments and Defects and Review Chats, Comments, and Defects topics.
It's obvious that document content will change from one revision to another. For example, a fragment could move from top of the page to its bottom, or even to another page. The Diff Viewer attempts to recognize these changes and promote comments to correct places in the newer version. Besides it navigates the Before and After panes independently to make this content visible during the review. Yet in some cases, for example when multiple pages were inserted into the document, Diff Viewer may promote comment positions incorrectly. In this case you could move comments manually, as described below.