Perceptive Content: Using Annotations

NOTE: Security permissions will determine what, if any, are annotations available to you.

 

Annotations are used to mark up and add comments to a document without affecting the original image. You can position annotations where you need in the document. Perceptive Content offers many types of annotations so you can express the different points you want to make. For example, in Perceptive Content, you can express your review of a document by stamping it approved, signing off on it using a pen, or adding a check mark. You can also add sticky notes to add small notes to a document object, either inline or as a global comment on the document.

 

To Use an Annotation

  1. Open a document in the Perceptive Content Explorer
     
  2. Right click an Icon from the Annotations toolbar and select the annotation you wish to use
    • For example: right clicking the Checkmark icon will show a green checkmark, red checkmark, etc.

 
  1. Click on the document to place the annotation. You may have to draw the shape of the annotation, such as in the case of highlights and arrows

 

To Move or Delete an Annotation

Click the Select Annotation icon. You can then select an annotation and move it about as necessary.

 

Hiding Annotations

Click the Show / Hide Annotations icon to remove the annotations from the page. They are still there, just not visible.

 

Redactions

Redaction is the act of removing sensitive, private or confidential information from a document in a way that hides that information without distorting the meaning of the document. The original document stays in the system as the legal record, so that it is available for auditing, assessment, or litigation purposes.

 

Generating a Redacted Document

  1. Open a document in Perceptive Content Explorer
     
  2. Select the Redacted Annotation icon

 
  1. Using the Redacted Annotation, draw a square over the sections of document you wish to redact

 
  1. Create the new redacted document by selecting File > Generate Redacted Document

 
  1. A Generated Redacted Document window will pop up. Fill in the information as needed then click OK

 

This will create a copy of the document, with the redactions in place. The original document will still exist as is.

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