3.9.2 File Feedback

The File Feedback feature in AgencyHandy allows users to provide targeted feedback on images, PDFs, and videos attached to tasks and orders. It supports file versioning, enables comments to be marked as resolved, and ensures streamlined collaboration through feedback tracking across file iterations.

What:

This feature enables users to upload, comment, and manage feedback on specific files while maintaining a version history for effective collaboration and task management.

Purpose:

• Ensure clear and actionable feedback on file attachments.

• Enable precise feedback for specific sections or timestamps.

• Facilitate collaboration with versioning and comment resolution.

Pre-conditions:

• Users must have access to tasks or orders with file attachments.

• Users must have the appropriate roles (Super Admin, Admin, PM, or Client) to provide, manage, or resolve comments.

• Files must be uploaded as attachments to tasks or orders.

---

Steps to Use:

1. Log In to Your AgencyHandy Account:

   • Access your account using your credentials.

   
2. Navigate to the File Section:

   • Click on the File Section from the left-hand column to view uploaded files or create a folder to attach new ones.

3. Access Files:

   • Locate files attached to tasks/orders.

   • You can create a folder, upload files, or access previously uploaded files.

   
4. Provide Feedback:

   • For Images and PDFs:

     • Open the file and use tools (Arrow, Line, Rectangle) to highlight specific sections.

     • Add comments by selecting the desired area and typing your feedback.

     • You can undo or redo an action using the undo and redo button.

     • You can also change the arrow's color by clicking the color button.

     
   • For Videos:

     • Pause the video and add time-stamped comments.

     • Optionally, hide timestamps for general feedback.

     • The video will pause automatically when typing feedback.

5. Annote with Comment:

   • Click the annotation buttons and choose your annotated spot with the tools.

   • A comment box will be visible in the right-hand corner.

   • Click it and write a comment.

   • Choose whether to share it with the team or the client only. Save it.

   
6. 3-Dot button Action:

   • Click the "Edit" button to edit more in the file.

   • Click the "Copy" button to copy the reply.

   • Click the "Delete" button to delete the comment.

   • Click the "Team Only" button to access the file by team only.

   
7. Resolve Comments:

   • Click the Tick button to mark comments as "Resolved."

   • Resolved comments remain visible with a "Resolved" tag and can be reopened if necessary.

   
8. Manage File Versions:

   • Upload a revised file version by clicking "Upload New Version."

   • Retain all previous versions and their feedback.

   • Use the version dropdown to navigate and view feedback for specific versions.

9. Review File Versions:

   • Review a file through the "Need Review" or "Approved button".

   • Click the Update button to confirm your action.

10. Search All Comments:

    • Click the "Search" button at the right corner.

    • Write the entire/partial of the comment you want to search in the search box, and the comment will be highlighted.

---

Important Notes:

• The client can see and provide annotation with feedback only if the client review is enabled.

• File viewer and Feedback can be accessed from those places where task viewer is added.

• You can increase and decrease the eraser size.

• No one can provide any annotation without commenting. So, you must comment if you annotate something.

• Approve or Request Changes:

  • For Files:

    • Super Admins, Admins, PMs, and clients can mark files as "Needs Review" or "Approved."

    • Notifications will be sent when these actions are taken.

• Commenting Rules:

  • Comments are version-specific.

  • Users with access to the file can be mentioned in comments.

  • Clients can only be mentioned if "Client Review" is enabled.

  • Comments can be edited or deleted by the commenter, Super Admin, or Admin.

• Resolve Comments:

  • Super Admin, Admin, PM, and clients can mark comments as "Resolved."

  • Resolved comments remain visible with a "Resolved" tag and can be reopened if necessary.

• File Versioning:

  • Newer versions will notify users about updates.

  • When viewing older versions, a prompt will indicate the existence of newer versions.

  • Deleting a version will not affect other versions.

• Delete File Versions:

  • Super Admin, Admin, and PM can delete file versions.

  • Deleting a version removes all associated comments for that version.

• Feedback Visibility and Management:

  • Feedback is displayed in the file feedback panel.

  • Super Admin, Admin, PM, and clients can resolve comments.

  • Notifications will be sent for resolved feedback with the text:

    • “Your feedback on the file feedback section of task [Task_Name] has been resolved.”

• Notifications for File Feedback:

  • Feedback added: “Feedback has been added in the file feedback section of [Task Name].”

  • New file version: “A new file version is uploaded on task [Task_Name].”

  • Status change:

    • "Changes requested for a file in task [Task_Name]."

    • "Changes in file have been approved."

  • Mention in comments:

    • "[User Name] mentioned you in a comment in the file feedback section of task [Task_Name]."

• Who Can Resolve Comments:

  • Super Admin, Admin, PM, and Clients can resolve comments.

• File Feedback Availability:

  • Feedback is supported only for task and order attachments, not for modules like service or profile images.

• What Happens When Deleting Tasks or Orders:

  • Deleting a task or order will delete all related files and file versions.