Skip to main content

Annotations

Docwize allows users to annotate documents. This means that notes, images, shapes and signatures can be added to the document. In addition, users can add static and dynamic stamps to documents. When a user selects to preview a document, the most recent version of the annotated document is automatically opened.

'Document Annotations' toolbars

Annotation Features

The vertical toolbar of the preview window includes icons reflecting features that enable annotating the document. These shapes and features can be added onto the document.

FieldDescription
Opens or collapses the annotations toolbar.
Toggles styles (colours).
Activates line annotation for insertion.
Activates rectangle annotation for insertion.
Activates auto-redact tool.
Activates circle annotation for insertion.
Activates arrow annotation for insertion.
Activates note annotation for insertion.
Activates cloud annotation for insertion.
Activates image annotation, enabling a user to insert an image.
Activates creation of and insertion of signatures.

In addition, the horizontal toolbar window in the Annotation toolbar section enables access to more features.

FieldDescription
Populates thumbnail images of pages pertaining to the document being previewed.
Populates thumbnail images of the attachments pertaining to the document being previewed.
Accesses the stamp collection(s) that can be applied to the document.

Real-Time Collaboration

Users have the option of collaborating on documents in real time, alongside other users. This feature is accessed by the opening the document in Office Online.

To view the history of document annotations and/or live annotations pertaining to the previewed document, select the hamburger menu in the Preview Document toolbar, and navigate to the Annotation sidebar.

Sidebar toolbar for Annotation history, notes and tags

FieldDescription
Navigates to the annotation section.
“Signature Fields”, "Document Annotations" and "Live Annotations"Enables users to navigate between dedicated sections to see all relevant items in the selected section in a single list.

How to annotate a document

StepDescription
1Navigate to the Preview Document window and to the Annotation toolbar.
2Select the annotation you want to add.
3Add a note pertaining to the annotation.

Here is an example of how to add annotations to a document:

Example: Adding document annotations

How to create a signature and sign a document

StepDescription
1Navigate to the Preview Document window and to the Annotation toolbar.
2Click on ‘Signature' icon.
3Click on 'Create New'.
4Select your method of creating a signature (system-generated, by hand, or by uploading a signature).
5Save the signature.
6To proceed to sign the document, click on the 'Signature' icon again.
7Select the signature.
8Place and size the signature according to your preference.
9Click on the 'Sign Document' button at the top of the page.

Here is an example of how to create and sign a document:

Example: Creating and signing a document