---
title: Site Q&A
description: >-
  Configure and manage private Q&A, public notes, announcements, PDF anchors,
  reviewer permissions, and Q&A exports for a Clear Ideas site.
ogTitle: Site Q&A Administration
ogDescription: >-
  Learn how site administrators configure Q&A, answer questions, assign threads,
  create notes and announcements, and export governed Q&A records.
ogImage: /assets/images/og/admin-site-q-a.webp
navigation:
  icon: fasl fa-comments-question-check
---

# Site Q&A

Site Q&A is a controlled communication layer between users and site reviewers. It is designed for administrator communication, not open discussion. Users can ask private questions about a site, folder, content item, file, PDF page, or selected PDF text. Reviewers can answer, assign, resolve, and export the governed record.

Q&A also supports public administrator updates:

- **Announcements** for site-wide updates
- **Notes** for content-level or file-level updates

## Enable Q&A

From **Site Settings**, enable Q&A for the site. Organization policy may also control whether Q&A is available.

Common site options include:

- enable or disable Q&A for the site
- choose whether administrators only or editors and administrators can review and answer questions
- allow or block AI answer suggestions
- allow or block announcements
- allow or block public notes
- allow or block PDF page and selected-text anchors

When an organization policy restricts a Q&A capability, the site setting is guarded so administrators can see why a feature is unavailable.

## Reviewer Roles

Reviewer access determines who can see and answer the full site Q&A pool.

Available patterns:

- **Administrators only**: site administrators review and answer questions.
- **Editors and administrators**: editors can also review and answer questions or add public notes.

Standard users do not see other users' private questions. They see only their own threads plus public announcements and notes.

## Review Questions

Use the Q&A tab to review the shared inbox. Reviewers can filter by:

- open
- answered
- resolved
- notes
- announcements
- all records
- assigned to me or unassigned, when applicable

Open a thread to review the context, conversation, selected text, and source file. For PDF anchors, markers can help reviewers jump from the PDF to the related question.

## Claim, Assign, Resolve, and Reopen

Reviewers can manage thread state:

- **Claim** assigns the question to yourself.
- **Assign** sends the question to another reviewer.
- **Resolve** marks the thread complete.
- **Reopen** returns a resolved thread to open status.

When a user follows up on an answered thread, the thread reopens for reviewer attention.

## Answer Questions

Responses are written in the thread composer. Administrator responses are sent back to the asker and update the thread status.

When AI suggestions are enabled, reviewers can generate a suggested answer. Suggestions use the same site and file scope as normal Clear Ideas AI chat, and reviewers should still review the answer before sending.

AI suggestion usage is logged as AI usage and associated with the Q&A thread.

## PDF Anchors

PDF Q&A can be tied to:

- a page
- selected text
- normalized highlight rectangles

This is useful when a user asks about a specific clause, table, sentence, or figure. PDF anchors keep the question tied to the source material without adding an open annotation layer for all users.

## Announcements and Notes

Use announcements and notes when the administrator needs to publish information rather than answer one user's private question.

**Announcements**

- apply to the site
- can notify site users according to notification preferences
- are visible as public administrator updates

**Notes**

- attach to a content item or file
- can be enhanced for PDFs by linking to a page or selected text
- are visible to users with access to the underlying content

Announcements and notes can be edited by reviewers. Edits are versioned so the previous title, body, display-date setting, editor, and update time remain available for governance.

## Notifications

Q&A participates in the notification engine. Depending on settings, users may be notified about:

- new questions requiring reviewer attention
- administrator responses
- user follow-ups
- site announcements
- file or content notes

Users can manage their preferences in [Notifications](/guide/notifications). Site and organization settings may also affect which events are available.

## Exports and Governance

Reviewers can export Q&A records for a site. Exports include governed thread and message data such as:

- thread kind and status
- title
- context type
- message author role
- message body
- timestamps

CSV and JSON exports are intended for review, audit, and controlled records work.

## Related Documentation

- [Questions and Notes](/guide/questions-and-notes)
- [General Site Settings](/site-administrator-guide/general-site-settings)
- [PDF Options](/site-administrator-guide/pdf-options)
- [Organization Policies](/organizations/organization-policies-detailed)