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Comment Library with Narrative Comment Support

The enhanced Comment Library provides inspectors with a more structured and flexible way to create, organize, and reuse standardized comments. With support for narrative-style comments, reports become easier to read and more cohesive for clients.

Written by Aura Mendoza
Updated over 2 months ago

This upgrade focuses on reducing repetitive writing while improving how comments flow within the final report.

Objective

Improve efficiency and consistency in report writing while producing cleaner, more readable inspection reports.

Key Features

  • Centralized library for standardized comments

  • Improved organization and reuse of frequently used content

  • Support for narrative-style formatting

  • Cleaner presentation of comments within reports

  • Better alignment between the comment structure and the report layout

How to Access the Global Comment Library

Step 1: Open the Template Editor

Access your Palmtech Portal and and click on 'Templates'.

Step 2: Locate the Comment Library Option

In the Template Editor header (top-right corner), click on Open Comment Library.
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Step 3: Open the Comment Library

The Global Comment Library will open, displaying all reusable comments available to your company.

(If you don't see any comments you can click on the option 'Import comments from templates' located at the center of the screen)

✅ Tip: You can access the same library from the Report Writer when working on an active report.

How to Import Comments from Templates

Quickly populate your Global Comment Library with existing comments from your templates to save time and ensure consistency.

Steps

Step 1: Open the Comment Library

From the Template Editor, click Open Comment Library.
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Step 2: Start the Import

If the library is empty, click Import Comments from Templates in the center of the screen.
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If comments already exist, but you need to import comments recently added to templates, click Options (top-right corner) and select Import Comments from Templates.
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Step 3: Select Templates

In the modal, choose one or more published templates to import comments from.

(You can use the bar at the right side of the template list to scroll through the templates and see the complete list)
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Step 4: How to Merge Identical Comments When Duplicates Exist

If you have identical comments, you can merge them. Simply check Merge Identical Comments to automatically combine duplicate comments with the same title and description.

Step 5: Import and Monitor Progress

Click Begin Import to begin.
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A progress bar will display the import status until complete.

Manage your Comments in the Comment Library

The Global comment library allows you to easily and effectively manage all your comments by allowing you to quickly access them no matter the number of comments you have.
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You can find comments by entering key words in the search bar on the left side of the screen:
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As well as filter them by Tags that allow you to find them by type.
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Or filter them by using one of the broader categories available such as Used, Unused and Deleted comments.
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How to Manage Tags in the Comment Library

In the Comment Library you can access your list of Tags by clicking on the Tag option located at the top of the Comment Library.

You can search Tags by name:

You can change the name of a Tag by clicking on it and once you are done typing, it will autosave it.
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You can also change the color of the Tag.
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And add new Tags by clicking on the 'Add New' button on the top right corner.

You can also delete Tags but doing this will also REMOVE the tag from ALL THE COMMENTS it is assigned to. Once deleted if you recreate the Tag you will have to re-add it to each comment MANUALLY and ONE BY ONE.

If you have any questions about this process, please let us know! You can reach us by chat, email at support@palmtech.com, or phone at 888-736-2462.

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