Apply Annotations to an Expert Report

You can manipulate and annotate an expert report using the Annotations panel.

To open the Annotations panel, open a document and click the Annotations button in the ribbon bar above the open document.

The following actions are available for you to manipulate the document:

Adjust

Action

Definition

Rotate Clockwise/ Counterclockwise

The Rotate CW button rotates the document in the work area 90 degrees clockwise. The Rotate CCW button rotates the document in the work area 90 degrees counterclockwise.

Select

Sets the area note annotations to be selectable. See the Area Note entry in the Annotations section below for more information on area notes.

 

Note: Double-clicking on an area note icon when in select mode will open the edit note dialog.

Zoom

Enlarges the document in the work area for closer view.

 

Note: Click and drag over the document in the work area to create a zoom area. Release the click to zoom in on the area selected.

100%

Sets the view of the document in the work area so that the entire document is viewable.

Align Top/Bottom

The Align Top button focuses the view of the document in the work area on the top half of the document. The Align Bottom button focuses the view of the document in the work area on the bottom half of the document.

Deskew

The Deskew button allows you to adjust the positioning of the whole image on the document "canvas". Click the Deskew button, then click and drag on the document to adjust the positioning.

Annotations

Note: When you hover your mouse over an annotation tool, a message displays the shortcut key associated with the annotation tool. For example, when you hover over the Redactions tool, a message appears indicating the shortcut key for the Redactions tool is ALT+Y. To use the Redactions tool you can either click the Redactions annotation button or press ALT+Y on your keyboard.

 

Action

Definition

Save

Saves any markups made on the document or page.

Note: The markups are saved to the original document file. To save the markups as a revision, use the Save Revision button.

Save as Revision

Saves any markups made on the document or page as a revision to the document or page. The new revision page appears under the corresponding document or page in the Documents Explorer.

Save and Present

Saves any markups made on the document or page and shows the document or page in PRESENT.

Note: PRESENT needs to be installed and running for the document or page to be presented.

Edit Annotations

Highlights any annotations already applied to the document. The annotations can be moved, removed, or resized.

  • To move an annotation, click in the middle of the annotation and drag it to where you want.

  • To remove an annotation, right-click on the annotation and select Remove Annotation.

  • To resize an annotation, click on one of the small boxes on the edge of the blue highlight square around the annotation and drag to the appropriate size.

Area Note

An area note is a note that is associated with an issue.

To add an area note to a document or page follow the steps below:

  1. Click the Area Note button in the Document Annotations panel.

  2. Click and drag on the document or page in the work area. You can see the area note region expand as you drag. Once you release the click, the area note icon is applied to the top left of the selected region and the add area note dialog appears.

  3. Fill in the information for the note.

  4. Fields in the dialog include:

    • Name - The name of the note.

    • Description - A short explanation of the note.

    • Issue Type - A selection of issues available. Choose the issue you feel appropriate.

    • Note - The actual note you want to apply to the document.

    With the information filled, you can move on to the next step.

  5. Click the Apply button.

Note: You can view any notes applied to the document in the Details panel and the Notes Explorer.

Redactions

Redactions are used to block out portions of the document. Select the redaction button, then click and drag on the document to block out the desired portion.

The following options can be selected to apply to the redaction:

  • Transparent - Makes the redaction block see-through.

  • Border - Adds a border line to the redaction block.

  • Caption - Adds the word "Redacted" to the middle of the redaction block.

Annotations

Annotations are markings that can be used to call attention to specific parts of a document or page. To apply an annotation, select the annotation you want, then click and drag on the document or page in the work area. You can see the annotation expand as you drag. Once you release the click, the annotation is applied to the document or page.

The following annotations are available:

  • Arrow

  • Line

  • Highlight

  • Ellipse

  • Rectangle

  • Free Hand

Colors

The selected color determines the color of the next annotation you apply to the document or page.

Line Thickness

The selected number determines the thickness of the next annotation you apply to the document or page.

Text

When you select this tool, you can then click and drag on the document to create a text box. Once you release the click, you can type what you want in the box.

Font Styles

  • Font - The selected font determines the font of the next text box you apply to the document.

  • Font Size - The selected size determines the size of the text. You can also choose to make the font bold, italicized, or underlined.

  • Font Color - The selected color determines the color of the next text typed into a text box.

Exhibit Labels

You can choose the appropriate label option from the dropdown.

Choose a label from the dropdown and click the Apply button. A label appears on the document.

 

Related Topics

Overview: Expert Reports

Work with the Expert Report Work Area Ribbon Bar