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.

What you can do in Annotations

• Add notes, images, shapes, and signatures to a document
• Access annotation tools from the preview window
• Use stamp collections while annotating
• View annotation history and live annotation activity

'Document Annotations' toolbars

Annotation features

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

Field	Description
	Toggles the page thumbnails panel.
	Opens the AI-assisted redaction dialog.
	Toggles styles (colors).
	Activates line annotation for insertion.
	Activates rectangle annotation for insertion.
	Activates the semi-manual redaction tool, for boxing a section to redact.
	Activates circle annotation for insertion.
	Activates arrow annotation for insertion.
	Activates note annotation for insertion. See Adding a note annotation below.
	Activates cloud annotation for insertion.
	Activates image annotation, enabling a user to insert an image.
	Activates creation of and insertion of signatures.
	Draws a placeholder field marking where a signature should be added later.

Adding a note annotation

Clicking the Note icon and then a location in the document opens a popup anchored to that point.

Adding a note annotation at an anchored location

Type the note and click the send icon. Once saved, the note collapses to a small numbered marker at that location. Clicking the marker reopens the note thread, showing who added each note and when, with a Delete option per note and a field to add another note to the same thread.

This is a separate feature from the private/shared document notes described in Notes — a note annotation is anchored to a point on the page and is not marked private or shared.

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

Field	Description
	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 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

Field	Description
	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

Step	Description
1	Navigate to the Preview Document window and to the Annotation toolbar.
2	Select the annotation you want to add.
3	Add 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

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