Annotations for the Document Preview
Valid for: enaio webclient version 8.50 SP1
Users can add annotations in text form anywhere in the shown preview.
Annotations can be created, edited, moved, or deleted. When minimized, annotations are shown as speech bubbles. They can also be completely hidden.
The last editor is shown in the tooltip for an annotation, along with the date and time. The data are also written to the history of the object.
Annotations are positioned on a page, but are not linked to the text. If the text is changed, the position of the annotations does not change. As a result, the content and annotations may no longer match up and annotations may need to be repositioned.
The document preview including the annotations can be exported in PDF format.
Please note that conventional PDF viewers are used for displaying exported documents, otherwise the annotations may not be visible after export. Whether annotations are printed out as well depends on the setting of the local PDF viewer.
To use the annotation function, users require the system roles Show annotations and Edit annotations.

-
Click
in the menu bar and select
.
The mouse pointer will change into a speech bubble.
-
Click where the annotation should be added in the document preview.
A text input area in the form of a note will open.
-
Enter the desired text.
-
Exit the annotation note.
The annotation will be saved automatically. In the menu bar the number on the icon is increased. You can minimize or delete the annotation, or create new annotations.

Saved annotations can be edited later, e.g. for corrections or additions.
- In the document preview, click on
.
The text input area in the form of a note will open. - Click the text input field of the note.
- Enter the desired text.
- Exit the annotation note.
The annotation will be saved automatically. If multiple users edit an annotation at the same time, the changes saved last will overwrite the changes made by other users.

-
In the title bar of a comment, click on
.
The comment is minimized and displayed as Speech bubbles icon.
- Click
Speech bubbles icon.
The annotation will be shown again as a note, which can then be edited.

-
Click
in the menu bar and choose Show annotations or Hide annotations.
Annotations will be shown or hidden for all documents.

A single annotation can be deleted by clicking on in the title bar.
Multiple annotations can be selected by holding down Ctrl and then deleted by pressing Delete.

To use this function, users require the system role Client: Export from hit list.
-
Click
in the menu bar and select
.
The document will be transferred to the local download directory.
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