Add or Edit Annotations on the Image Tab

In addition to redactions, you can add the following annotations to images:

  • Mark-ups: Free-form lines

  • Highlights: Transparent color to emphasize particular content.

  • Embedded text (text box): Visible comments added to the image.

  • Sticky notes: Notes indicated with a “notepad” icon; text is visible when the note is double-clicked.

Once added, you can also edit the annotations on the images.

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Note: Privileges related to working with annotations include:  

  • Create: allows users to view all annotations as well as create and modify their own annotations.

  • Modify/Delete Other User’s: allows users to view all annotations, create/modify their own annotations, and modify annotations added by other users.

  • View: allows users to see all annotations.

 

Add Annotations on the Image Tab

Annotations can be added on the Image Tab. Click the links below to view step-by-step procedures for adding annotations.

ClosedAdd a Line or Shape (Mark-up)

If you have the privileges to do so, add a line or shape to an image as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. For a selected record, in the Image tab, locate the area where you want to draw a line.

  4. If desired, choose a line color and width. To do so, on the Image tab toolbar, click next to the Mark-up button, , then:

    1. Choose a color from the available options..

    2. Click the Line Width button to open the Line Width list and select a desired width.

  5. If you skipped step 4, click . In the image area, the mouse pointer changes to .

  6. In the image area, click and drag in the needed direction to create a line or draw a shape (such as a circle). When finished, release the mouse button.

  7. Repeat this procedure to draw other lines.

  8. When finished, click the Pointer, ,  or another button to stop the mark-up activity.

ClosedAdd Highlight

If you have the privileges to do so, add highlighting to an image as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. For a selected record, in the Image tab, locate the text or other content to be highlighted.

  4. If desired, choose highlight color. To do so, on the Image tab toolbar, click next to the Highlight button, , then click Highlight Color and choose a color.

  5. If you skipped step 4, click . In the image area, the mouse pointer changes to .

  6. In the image area, click and drag across content to be highlighted. When finished, release the mouse button.

  7. Repeat this procedure to highlight other content.

  8. When finished, click the Pointer, , or other button, to stop the highlight activity.

ClosedAdd Embedded Text

If you have the privileges to do so, add visible text to an image as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. For a selected record, in the Image tab, locate the area where you want to add the text.

  4. In the Image tab toolbar, click . The mouse pointer changes to .

  5. In the image area, click and drag in the area where you want the text to reside. Drag to the desired width and height.

  6. In the Embedded Text dialog box, enter the needed message. You may enter a maximum of approximately 500 characters (including spaces).

  7. As needed, modify the text characteristics:

    1. Click the Font button to select a different font and font characteristics, including font size, style, effect, and script (language category), then click OK in the Font dialog box.

    2. Click the Color button to select a different font color, then click OK in the Color dialog box.

  8. Click OK.

  9. Repeat this procedure to add other text notes.

  10. When finished, click the Pointer, , or other button to stop adding embedded text.

NOTE: The text box may expand vertically to accommodate the text you entered. If it does not expand sufficiently, an ellipsis (...) will indicate that more text exists. This text can be viewed by double-clicking the text. (Or, you can change the size of the text box – see the following reference.)

ClosedAdd a Sticky Note

If you have the privileges to do so, add a sticky note to an image as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. For a selected record, in the Image tab, locate the area where you want to add the sticky note.

  4. In the Image tab toolbar, click . The mouse pointer changes to .

  5. In the image area, click and drag in the area where you want the text to reside. Create a small rectangle (size is not important), then release the mouse button.

  6. Click in the Sticky Note dialog box and enter the needed message. You may enter a maximum of approximately 500 characters (including spaces). The note must include text (an "empty" sticky note is not allowed).

  7. Click OK.

  8. Repeat this procedure to add other sticky notes.

  9. When finished, click the Pointer, , or other button to stop adding sticky notes.

Edit Annotations on the Image Tab

Annotations can be modified after they are created. The following table shows which changes can be made to each annotation.

 

Annotation

Edit*

Move

Resize

Delete

Mark-up (line)

X

 

X†

X

Highlight

X

X

X

X

Embedded text

X

 

 

X

Sticky note

X

 

 

X

* Includes changing text (if applicable) and also changing annotation characteristics, for example color.

† The thickness can be changed, but not the length or shape.

 

Click the links below to view step-by-step instructions for editing annotations.

ClosedEdit Text or Sticky Note Annotations

If you have the privileges to do so, edit embedded text or sticky note contents as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. Click .

  6. In the image area, locate and double-click the embedded text or sticky note to be edited.

  7. In the Embedded Text or Sticky Note dialog box, modify the text as needed.

  8. For embedded text only, change font characteristics if needed:

    1. Click Font to select a different font and font characteristics, including font size, style, effect, and script (language category), then click OK in the Font dialog box.

    2. Click Color to select a different font color, then click OK in the Color dialog box.

  9. Click OK.

ClosedChange Mark-Up Characteristics

If you have the privileges to do so, change the characteristics of a mark-up object (line or shape) in the Image tab as follows :

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. In the image area, locate and double-click the mark-up to be changed.

    6. TIP: If a line is too thin to be effectively clicked, increase the size of the image as explained in Resizing an Image.

  6. To change the line width, select a new value in the Line Width list.

  7. To change the line color, click Color, select a new color, and click OK.

  8. Click OK in the Markup dialog box.

ClosedChange Highlight Characteristics

If you have the privileges to do so, change the characteristics of highlighting on an image in the Image tab as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. Click .

  6. In the image area, locate and double-click the highlighting to be changed.

  7. To change the highlighting opacity, drag the slider, , on the scale until the needed opacity is selected. Note:

  8. Increasing the percentage makes the highlighting more opaque (less transparent).

  9. Decreasing the percentage makes the highlighting less opaque (more transparent).

  10. To change the highlighting color, click next to the Back Color button, , and select the needed color.

  11. When finished, click OK.

ClosedResize Annotations

Highlights can be resized. If you have sufficient privileges, you can change the size of highlights as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. On the Image tab toolbar, click the Resize button, . In the image, the mouse pointer changes to .

  6. In the image area, locate the highlighting to be resized.

  7. Place the mouse pointer over the highlight to be resized, click and drag until it is the correct size, then release the mouse button.

  8. When finished, click the Pointer, , or another button to stop the resizing activity.

ClosedMove Annotations

Highlights can be moved. If you have sufficient privileges, move highlights as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. In the image area, locate the highlight to be moved.

  6. On the Image tab toolbar, click . In the image, the mouse pointer changes to .

  7. Place the mouse pointer over the highlight that needs to be moved; click and drag it to the needed location, then release the mouse button.

  8. When finished, click the Pointer, , or another button to stop the move activity.

ClosedDelete Annotations

IMPORTANT! No warning message or Undo function exists when delet­ing annotations. Ensure that the intended annotation is selected before you delete it.

All annotations can be deleted. If you have sufficient privileges, delete annotations as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Select a record.

  4. For a selected record, click the Image tab.

  5. Right-click the annotation to be deleted and select Annotation Options > Delete.

 

Related Topics

Overview: Image Tab