Annotations

You can add annotations to files of various formats in Masterworks. Annotations added to a file do not affect the original file. A file with annotations is saved as an annotated copy of the original file. You can also create a consolidated document of annotations provided by mutliple stakeholders.

You can annotate the following files:

  1. Files in the document folders of the Documents module
  2. Files attached to various form records in the application

You can access the following annotated files:

  1. Annotated files
  2. Annotated attachment files

Note: You can only edit or delete annotations that you create. You cannot delete or edit annotations created by other users. For information on editing annotations, refer Editing Annotations.

The table below provides a quick reference to the list of annotations that are available for annotations.

Term Icon Function

Select

 

To select and manage annotation objects

Line

 

To draw a simple line

Rectangle

 

To draw a rectangle.
To make a square annotation, hold down the Shift key and draw the rectangle.

Ellipse

 

To draw an ellipse.
To make a circle annotation, hold down the Shift key and draw the ellipse.

Polyline

 

To draw a series of points that create a sequence of lines joined together

Polygon

 

To draw a series of points that create a sequence of lines joined together in the shape of a polygon

Pointer

 

To draw a pointed line

Freehand

 

To draw a series of points that create a sequence of lines joined together

Text

 

To enter text in the rectangular dialog box.

To make a square dialog box, hold down the Shift key and draw the rectangle.

Text Pointer

 

To enter text in the rectangular dialog box with the line pointing to the object in the viewer window.

To make a square dialog box, hold down the Shift key and draw the rectangle.

Note

 

To add notes in the viewer window.

To make a square dialog box, hold down the Shift key and draw the rectangle.

Stamp

 

To add stamp annotations

Rubber Stamp

 

To add a specific authentication to the viewing object

Ruler

 

To add a line that can measure the distance between two points of the viewing object

Poly Ruler

 

To measure the distance of an irregularly shaped object, a series of points that create a sequence of joined rulers.

You can modify the length, add, or remove the ruler segments; a running total of the distance is displayed.

Text Strikeout

 

To strikeout the text annotation

Text Underline

 

To underline the text annotation

     

 

The following table describes the permissions required to add annotations to a file.

Files in folders in the Documents module:
Permissions Activity
View Create annotations
View annotations created by you and other users
Edit Edit annotations created by you
Delete Delete annotations created by you
Files as attachments in forms without workflows:
Permissions Activity
Edit

Create annotations

View View annotations created by you and other users
Delete

Delete annotations created by you

Files as attachments in forms with workflows:
Stakeholder Type Activity
Action Stakeholder Create annotations
View annotations created by you and other users
View Stakeholder View annotations created by you and other users


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