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

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.

Last updated

Was this helpful?