Annotations

Users can annotate documents with text, and then view and mail them. Annotations allow users to add information about a document without changing the original image.

Steps to Annotate Pages

1. Click Document Management > Search Folders.

2. Enter search criteria as necessary to locate the Folder containing the Page(s) you want to annotate.

3. Click Search.

4. From the search results, select the checkbox next to the Folder containing the Page(s) you want to annotate.

5. Click Open Folders. The Document Management screen displays.

6. Expand the Folder containing the Page(s) you want to annotate

7. Click the browse button to select any pre-defined Annotations configured under Administration > Lookups > Standard Annotations. The Standard Annotation checkbox will be selected by default.

   
   

8. Click OK. A confirmation message displays.

9. Click OK.

10. Repeat steps 6-9 for each Page you want to annotate.