Activities Panel

IN THIS ARTICLE:

The Document Activities Panel includes the following sections:

• Coding — Select the coding layout.
• Annotations — View annotations in your document.
• Comments — Add new comments or reply to an existing comment.

Coding

Use the Coding section of Document Activities to select the specific coding layout to use for the document from the Layout dropdown. The Layout list has all the shared layouts as well as your private layouts. Once a layout is selected, it displays the sections defined in the layout along with corresponding fields and choice options which can be updated. It also has the coding summary, a read-only view of coded values for the document. If this was turned on for the layout in Workspace Settings, every choice with an associated annotation has the 'A' hyperlink in the coding summary view, as shown in the sample below. Click the 'A' hyperlink to be redirected to the associated annotation details.

Click the Coding ellipsis menu to display options that take you to the Workspace Settings. Here you can edit, copy, create a new layout, or manage the coding fields.

See the Workspace Settings article for information about these settings. 

Annotation

Use the Annotation section to view the annotations added to the document. Here you can filter the annotation based on the annotation Type or Status. All Types and Statuses can be selected by default in the first instance after logging in.

Create an annotation by adding at one or more segments, and then assign a field choice to the annotation and select an annotation Type.

Once created, the annotation appears in the list along with the default status of New. You can update the Annotation status for an existing annotation and view the Annotation History for an existing annotation that displays the audit details of the annotation. You can edit or delete an annotation with the exception of those with an 'Accepted' or 'Exported' annotation status.

Comments 

Use the Comments section to add a new comment or reply to existing comment threads. A new comment is associated with a comment Type. The visibility of the comment outside of the DART NXT application is based on it. Click the ellipsis and then the EDIT button to edit or delete existing comments. Click Reply to add a comment about this comment.

For an external user to view DART NXT comments, the comment type should have 'Display in Relativity' turned on as well as be part of the selected user groups for visibility. External client users can view these comments via the document detail view in the Document tab of the workspace. This feature is currently not available due to a Rel server 2022 Issue. The Dev team is working on it.