Skip to main content
Create annotation

How to create an annotation

Updated over 2 weeks ago

When you receive your email invitation for a review and click on the link, your browser will open to an overview of the files that need to be reviewed.

Start by clicking Start My Review in the top right corner to begin.

Click on one of the documents you want to review.

The document will open, allowing you to navigate within it, zoom in, etc.

When you find something you want to annotate, click on Create annotation

In the subject field, enter a description of the annotation you are creating.

You can also assign a person responsible for the annotation and set a deadline.

At the top right, you’ll find various markup tools for annotations.

Use these tools to mark, for example, where on the drawing the annotation is related.

It’s recommended to create a separate annotation for each annotation instead of combining different points into one annotation.

Click Save annotation

The saved annotation will now appear in the overview on the left, showing part of the subject text as well.

Click Create annotation again if there are more things to annotate in the same document.

When you click on a annotation, either as shown below or in the annotation overview, you’ll see the entire annotation form. Here, you can modify the entered information, change the status, and so on.

At the top under Comments, you can tag a user involved in the review and send them a comment. The user will immediately receive an email notification with a link to the comment.

All comments can also be viewed and accessed under Comments in the document overview.

Try to avoid commenting on the markup itself (located at the top right) since these comments don’t appear in the comment overview or in the final report.

All annotations, assigned annotations, and comments can be viewed and accessed from the site review overview.

Did this answer your question?