Annotating Files
You can annotate files to highlight important points, add notes, or communicate changes with team members. Before you begin, ensure that you have the necessary permissions to mark up files.
You can choose from the following options:
- After you download or access the file, select
to open and annotate the file in Unifier Viewer. - Access annotation options by tapping the Action menu and then tapping Annotations.
- View existing annotations by tapping Show Annotation List.
- Submit an annotation by tapping Submit Annotation.
- Adjust the view mode, color mode, and page orientation setting of the document you are viewing by tapping Viewing Mode.
Note: Changes made to Viewing Mode apply only to the file that you are viewing or editing. You must reset the Viewing Mode for other files.
You can delete your downloaded copy of the document by tapping Delete Downloaded Copy. Tapping Delete Downloaded Copy changes the option to Download (enabled).
Navigation View
To use Navigation View, tap Navigation on the top bar.
The Comments tab is selected by default and lists all comments posted in the document listed by most recent to least recent. The comment display in this tab includes the name of the user who added the comment and a timestamp. Comments that are synchronized to the server cannot be edited. You can Edit or Delete a comment draft using left swipe. Delete will delete the comment along with all markups.
The Outline tab displays the annotation in the document location. When you tap a comment in Outline view, you are taken to the given location in the document where the markup was added.
Thumbnail View
To display Thumbnail view, tap the Thumbnails icon.
To access the All, Annotations, and Bookmarked tabs, tap the Menu icon.
Editing the Document
- To add annotations or to edit existing draft annotations, tap Edit on the top navigation bar.
The file opens in Unifier Viewer draft mode with the options View, Annotate, Draw, or Favorites. Draw is selected by default.
- Underline and strike out text and add/erase highlights, text notes, and shapes by tapping Annotate.
- Choose shapes to add or create freehand drawings by tapping Draw.
- Add frequently used tools for quick access by tapping Favorites.
- Undo or redo changes while you are in edit mode by tapping Undo or Redo in the toolbar.
- Change Styles, Duplicate, or Delete your changes in the Shortcut menu.
- Tap Done to save your changes.
Notes:
- Undo and Redo are only displayed after you complete a long press. Additionally, Undo, Redo, and the Shortcut menu are only displayed before you tap Post to save your changes. Markups and comments are saved locally in draft mode.
- Annotations and drawings cannot be edited or removed after you tap Post.
- If a BP is in View only mode, you cannot add annotations.
- Annotations cannot be added to locally added or downloaded files in Offline mode.
- If you select for a file not supported by Unifier Viewer, an error is displayed. To dismiss the error, tap OK.
Using the Annotation Log
Access the Annotation Log by selecting the Navigation icon in the toolbar or Show Annotation List from the Action menu. Annotations are sorted by the most recently added markups.
You can Edit or Delete annotations that you have not yet submitted/synchronized to the server.
Tap a comment to navigate to the page where the comment was added. A comment can be linked to multiple markup additions made to different pages.
Note: If you select an annotation in the Annotation Log that was added using an unsupported markup tool, edit permissions are disabled and an error is displayed. To dismiss the error and return to the Annotation Log, tap OK.
To exit the Annotation Log, select the Navigation icon or select Hide Annotation List from the Action menu.