Annotate a Document

With the annotation feature in the document viewer, you can use multiple tools to mark up and make suggestions on the rendition of a document. The annotations are visible only in Explorer.

ClosedCreate Annotation

To use this feature:

  1. Click the Edit Mode icon to show the tool palette so that you can select it.

  2. Select one of the options at the top of the viewer:

    • Annotate

    • Shapes
    • Insert

    The corresponding toolbar opens.

  3. Select the desired tool and use it according to instructions of the Annotate, Shapes, or Insert sections below.

  4. Click Save.

    A note box appears in the Comments panel with your name, the type of annotation, and the date and time that you added the annotation.

ClosedAnnotate

To show these options, select Annotate in the menu located at the top of the viewer window. To configure colors and additional settings, use the panel on the right of the annotation options.

ClosedText Underline

To underline text:

  1. Click the Underline icon.

  2. Click and drag the cursor to underline existing text within the document.

  3. Click Save.

ClosedHighlight Text

To highlight text:

  1. Click the Highlight icon.

  2. Click and drag the cursor to highlight existing text within the document.

  3. Click Save.

ClosedRectangle

To add a rectangle:

  1. Click the Rectangle icon.

  2. Click and drag to draw a rectangle.

  3. Click Save.

ClosedFree Text

To add text:

  1. Click the Free Text icon.

  2. Click in the document where you want to place the text.

  3. Drag the cursor to draw a bounding box that indicates the shape and size of the area where you want the text to appear.

    The text Insert text here appears in the box.

  4. Type the text that you want to add.

    You may press enter to type multiple lines.

  5. When you are finished typing, click outside the text area.

  6. Click Save.

ClosedDraw Freehand Highlight

To draw a freehand highlight:

  1. Click the Free Hand Highlight icon.

  2. Click and drag the cursor to draw a freehand highlight.

  3. Click Save.

ClosedDraw Freehand

To draw freehand:

  1. Click the Free Hand icon.

  2. Click and drag the cursor to draw freehand.

  3. Click Save.

ClosedNote

To add a note:

  1. Click the Note icon.

  2. Click the location where you want to place the note.

    The note is highlighted in the Comments panel.

  3. Type text in the text box and click Save.

ClosedText Squiggly Underline

To add a squiggly underline to text:

  1. Click the Squiggly icon.

  2. Click and drag the cursor to add a squiggly underline to existing text within the document.

  3. Click Save.

ClosedText Strikethrough

To strike through text:

  1. Click the Strikeout icon.

  2. Click and drag the cursor to strikeout existing text within the document.

  3. Click Save.

ClosedInsert Text

To insert a text:

  1. Click the Insert Text icon.

  2. Click and drag the cursor to select an existing text within the document.

  3. In the note for the annotation, enter a text.

  4. Click Save.

ClosedReplace Text

To replace a text:

  1. Click the Replace Text icon.

  2. Click and drag the cursor to strikeout existing text within the document.

  3. In the note for the annotation, enter the new text.

  4. Click Save.

ClosedShapes

To show these options, select Shapes in the menu located at the top of the viewer window. On this panel, you can also find the Rectangle, Free Hand Highlight, and Free Hand options, described in the Annotate section above. To configure colors and additional settings, use the panel on the right of the annotation options.

ClosedLine

To add a line:

  1. Click the Line icon.

  2. Click to place one end of the line and drag the cursor to place the other end.

  3. Click Save.

ClosedPolyline

To add a polyline:

  1. Click the Polyline icon.

  2. Click to indicate the location of each vertex.

  3. Double-click to finish drawing.

  4. Click Save.

ClosedArrow

To add an arrow:

  1. Click the Arrow icon.

  2. Click to place the location of the arrowhead and then drag the cursor to draw the leader.

  3. Click Save.

ClosedArc

To add an arc:

  1. Click the Arc icon.

  2. Click to place the location of the first vertex, an intermediate point, and the end vertex of the arc.

  3. Click Save.

ClosedEllipse

To add an ellipse:

  1. Click the Ellipse icon.

  2. Click and drag the cursor to draw an ellipse.

  3. Click Save.

ClosedPolygon

To add a polygon:

  1. Click the Polygon icon.

  2. Click to indicate the location of each vertex.

  3. Double-click to finish drawing.

  4. Click Save.

ClosedCloud

To add a cloud:

  1. Click the Cloud icon.

  2. Click and drag the cursor to draw each section of the cloud.

  3. Double-click to finish drawing.

  4. Click Save.

ClosedInsert

To show these options, select Insert in the menu located at the top of the viewer window. To configure colors and additional settings, use the panel on the right of the annotation options.

ClosedRubber Stamp

To add a rubber stamp:

  1. Click the Rubber Stamp icon.

  2. To configure text and colors of the rubber stamp, use the panel on the right of the annotation options.

  3. Click the location where you want to place your rubber stamp.

  4. Click Save.

ClosedSignature

To add a signature:

  1. Click the Signature icon.

  2. Choose between two options:

    • To create a new signature:

      1. Click the panel on the right of the annotation options.

        The Create New Signature dialog opens.

      2. Click the tab for the method you want to use: Draw, Type, or Upload.

      3. Click Create.

    • To use a saved signature:

      1. Click the down arrow on the panel on the right of the annotation options.

      2. Click the signature you want to use.

  3. Click the location where you want to place your signature.

  4. Click Save.

ClosedImage

To add an image:

  1. Click the Image icon.

  2. Click the location where you want to place your image.

    The file browser dialog opens.

  3. Find and select the image you want to upload.

  4. Click Save.

ClosedFile Attachment

To attach a file:

  1. Click the File Attachment icon.

  2. Click the location where you want to place your file.

    The file browser dialog opens.

  3. Find and select the file you want to upload.

  4. Click Save.

ClosedCallout

To add a callout:

  1. Click the Callout icon.

  2. Click once to place the location of the arrowhead.

  3. Click a second time to place the location of the leader vertex.

  4. Click a third time to place the location of the callout text.

  5. Type the callout text.

    You may press enter to type multiple lines.

  6. When you are finished typing, click outside the text area.

  7. Click Save.

ClosedEdit Annotation

To edit or add a note to the annotation:

  1. Click the Edit Mode icon.

  2. Follow instructions of Modify an Annotation.

ClosedDelete Annotation

To delete an annotation:

  1. Click the Edit Mode icon.

  2. Click the annotation you want to delete.

    A toolbar appears next to the annotation with edit tools.

  3. Click Delete.

  4. Click Save.

2023

 

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