Annotating electronic documents

IMPORTANT: The Annotation functionality is only available if the Objective Trapeze Integration - Annotate feature is selected on the System Options Features page and an Activation key has been entered.

  1. Search for the record whose attached electronic document you want to annotate - .tiff/.tif format only.
  2. Right-click the record and on the Electronic menu, click Annotate.

    Content Manager checks out the electronic document and it appears in the Annotate Attached Electronic Document viewer window.

  3. Annotation Tools - by default, the Sticky Note tool is selected.

    To use a different annotation tool, use the drop-down list from the Tool button Tool.

    The following tools are available for annotating electronic documents:

    • Dragging
    • Zoom
    • OCR Text Selection
    • Annotation/Redaction Selection
    • Hollow Rectangle
    • Filled Rectangle
    • Highlighter
    • Sticky Note (default)
    • Text
    • Rectangle
    • Straight Line
    • Arrow
    • Line
    • Picture
    • Scribble
    • Polyline
    • Polygon
    • Hollow Ellipse
    • Filled Ellipse
    • Ellipse
    • Stamp
  4. Click OK.

    The electronic document will be automatically checked back into Content Manager.