In this article, users will learn the steps required to annotate a document with Filer. Annotating a document is useful for collaboration and summarising key points within the document.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Annotating documents with Filer
- Navigate to the SharePoint site where Filer is installed at your organisation.
- Search for the record you are looking for using search, bookmarks, views or briefcases.
- From the list of files in a particular record, select the file that you would like to copy.
- Click the document actions drop-down in the document settings ribbon above the opened documents and select ‘Annotate’.
- This will open all available annotation options available to users. The user can annotate documents in the following ways:
- Underline
- Highlight
- Rectangle
- Free text
- Free hand highlight
- Free hand
- Note
- Squiggly
- Strike out
- Insert text
- Replace text
- It is recommended to click ‘Enter full screen’ button in the document settings ribbon, this will provide the user with the optimal experience for annotating a document.
- Documents annotated directly on Filer will be automatically saved.