Annotation Mode
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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.
You can find this setting under: Settings → Document Processing → Module → Document Type → Annotation Mode
Navigate to the Validation Screen.
Click on the speech bubble icon on the right to enter Annotation Mode.
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
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.
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.
