Annotations allow you to easily attach a note, highlight text, sign or stamp markup documents, or redact sensitive data while protecting the integrity of the original record. Documents can be annotated using the tools found in the Annotate menu of the Document Viewer.

Image Added

Annotations layer in the order they are created. For example, if you create a Note, then draw a highlight, if the two overlap, the highlight will appear in front of the Note. You may customize your annotations including custom stamp creation, and color of a Note along with its font type, color and border, and set styles, if you wish. You can add annotations to any file format, but if you send out an email with annotations, the file will be convert to the PDF file format.

...

Create Annotations

To create an annotation in the Document Viewer, in the Annotate menu Annotation menu, click one of the Annotation buttons. Note that GlobalSearch Annotations will not be seen on your documents in a File XChange drive when opened in its native application.
Image Removed
Image Added

1. To highlight a portion of the document page, click Highlight and then drag to select the area.
   
   
2. To add a stamped message, click Stamp and in Select a Stamp, choose a stamp. (Your The GlobalSearch administrator can create custom stamps for you.)
   Image Removedsystem wide stamps, or users may create their own by clicking on the USER tab.
   
   Image Added
   
   
3. To black out an area of a page from general view, click Redact and then use your mouse to drag around the area to be redacted.
   
   
4. To add a Note, click Note and then drag to create the Note area. When positioned, enter your text.
   
   
5. Image annotations can be added to embed a local image into a document.  This is often employed by users looking to embed an image of their signature that is stored locally on the computer, or in other cases where an image or photo needs to be added to the document and adding a new document page isn't practical or necessary (insurance claims for example).
   1. Clicking the Image annotation will prompt the user to select or upload a new image.  Images are only kept for the duration of the current viewer session.  If a user were to select multiple documents, they would be able to apply the same image to multiple documents or pages without uploading it more than once, but only while the current viewer is open.
      
      Image Added
      
      
   2. Click the Upload button to select a new local image file.  The Image annotation type supports files with extensions: "jpg", "jpeg", "bmp", "png", "gif", "tif", "tiff".
   3. Once uploaded, click the image.

   4. Using the mouse, click and drag a box on the page where the image should be placed.
      
      

      Info
      title Color Images
      Attaching images that are color have the potential to drastically impact a file's size. Use caution when embedding image annotations to prevent performance issues related to transmitting large files.

      
      
      

6. You can electronically sign a document or create a freehand notation into PDF image file or TIF document. This is a “live” or “wet” signature.  When the document is saved, marks made with the Sign feature become a permanent part of the document.
   
   
   1. Click Sign on the Document Viewer toolbar.
      
      
   2. In Please Sign Below, use the mouse pointer (using your finger, mouse, or stylus, depending upon your device) to draw a signature.
      
      
   3. Click Sign to add the signature or click Clear to erase the signature and try again.

...