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 needed 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 as shown below

9. Click OK

10. Repeat steps 7-8 for each Page you want to annotate

11. Right click a Page you want to annotate, and then click Annotations. The Edit Annotations window displays as shown below