Add a File Annotation

Add annotations to specific sections of a file to highlight discussion areas. For example, you can add a pushpin marker and enter a comment about the file where the pushpin is placed.

Note: Users with View Only (System) permission set for files can also add an annotation to a file. They can delete the annotation if it was created by them and if it has no additional comments.

To add an annotation:

Navigate to the files page
1. In the object selector, select a project, portfolio, program, or idea.
2. In the sidebar, hover over  Files, and select File List.
In the table, select the name of a file.
On the drawing toolbar, select the  Color Selector and choose a color for the annotation.
On the drawing toolbar, select one of the following drawing tools:
1.  Pin: Use the Pin to post an annotation to a pinpointed location.
2.  Rectangle: Use the Rectangle tool to draw a rectangle.
3.  Ellipse: Use the Ellipse tool to draw an ellipse.
4.  Highlight: Use the Highlighter tool to create a free-form highlight.
5.  Polygon: Use the Polygon tool to create a free form polygon shape. You must create at least three points.
Enter a name.
Select  Save.

Tips

Select the annotation on the file to enter comments in the annotation Discussion panel.
When using the pin to annotate a file, click the location you want to annotate.
When using drawing tools to annotate a file, click and drag them to surround or highlight the area you want to annotate. Drawing tools include the highlighter, the rectangle, and the ellipse.

Last Published Monday, June 24, 2024