Annotation in documents and Board pack

Modified on Wed, 06 Dec 2023 at 08:15 AM

You can make annotations when viewing a document or Board Pack in the portal.

1. Click on the Tools button on the upper right of the document viewer to open the annotation tools.


2. Select a tool from the top left of the document. Most of the annotations are private except for Shared Note, which are visible to everyone with Read permission on the file.

Tools From left to right,

  • Freehand
  • Text: highlight, underline, strikethrough
  • Shape
  • Free text
  • Shared note
  • Private note



3. Draw or click on the area where you want to place the annotation.

For Freehand, Text, Shape and Free text tool, click on the corner of the tool button for color selection box.



4. To remove, click to select annotation, and then click the trashcan button to delete.



5. To close the annotation tools, click on the Tick button on the upper right to close it.

 

 

 

6. The annotation summary can be found in the sidebar on the left

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