Annotations

Annotations allow full access to System Administrators and Account Owners to add customized notes and comments to archive records. Benefits include: 

• Enabling in-record collaboration. Invite account owners to discuss and collaborate, in one place, and never worry about merging different versions of the same document to collect comments again. 
• Capturing the context. Describe what happened and why decisions were made at the time so the technical info that anyone would need is pinned on that record for the future. 
• Eliminating Disjointed Documentation. Stop keeping important notes and documents on multiple desktops and folders, and empower your organization to add annotations within the record itself. 
• Boosting Efficiency and Maintain Security. Securely and easily search, view, and edit records without having to download any files, and always know where all the information on a record is stored. 

Annotate a Record 

1. Navigate to your Record  
   • You can do this through Search or Browse 
2. Click the record to bring up the Record Details box.
   
3. Under Annotations click Add... 
   
   
4. Choose a category (required) 
   
5. Add a description (optional) 
   
6. Click Save annotation. The annotation will appear in the Record Details box. 
   
7. Click Add... to include multiple annotations on the same record. 
   
8. To Remove an annotation click the red x on its right side. 
   
9. On the pop-up window click delete to confirm.