Annotation Mode

Overview

The Annotation Mode setting allows users to create and manage annotations directly on the PDF. If a document contains annotations, they will be included when exporting to IDM.

Location

You can find this setting under: Settings → Document Processing → Module → Document Type → Annotation Mode

DocBits Annotation Mode Tutorial: Add Notes in Validation & Download With/Without Annotations

How to Use Annotation Mode

1. Enabling Annotation Mode

• Navigate to the Validation Screen.

• Click on the speech bubble icon on the right to enter Annotation Mode.

2. Creating an Annotation

• Select an area on the PDF where you want to place an annotation.

• Click the pen icon to write text.

• Click the document icon to save the annotation.

• Click the trash can icon to delete the annotation.

• Customize the text using:

  • Size adjustment

  • Bold

  • Italic

  • Color

  • Font selection

  

3. Managing Annotations

• Move an annotation by clicking and holding the left mouse button.

• Create multiple annotations within the same document.

• Annotations are only visible when Annotation Mode is enabled.

• Annotations will be included when exporting the document to IDM.

• If a document contains annotations, the speech bubble icon will display a small exclamation mark to indicate their presence.

Note: Annotations can also be viewed, added, and modified directly within the Approval Screen, allowing users to make necessary adjustments during the approval process.

4. Downloading PDFs with or without Annotations

• If a document has annotations, you can choose to download the PDF either with or without the annotations.

• To do this, go to the Dashboard.

• Click on the three dots in the Action column.

• Select one of the two available download options:

  • Download with Annotations

  • Download without Annotations

By enabling and using Annotation Mode, users can efficiently add, edit, and manage annotations directly on PDFs, enhancing document collaboration and review.