Vault includes robust annotation capabilities, allowing you to add or reply to annotations in your browser. There are six different types of annotations: Image, Text, Sticky Note, Line, Link, and Anchor annotations. Each annotation has two parts, the selection on the document, and the note, which includes any comments you made, if supported by type.
Comment Annotation
To create an comment annotation:
Open a document for which you have a review or approval task.
If the area you want to annotate contains selectable text, highlight the text. If not, click and drag to highlight an area.
Click Create Comment.
Enter a comment. Optionally, select color or formatting.
Click Save.
Link Annotation
To create a link annotation:
Open a document for which you have a review or approval task.
If the area you want to annotate contains selectable text, highlight the text. If not, click and drag to highlight an area.
Click Create Link. Document Link and Permalink Link are default link types. Depending on your Vault type, you may have Vault-specific link types, such as Claim Link in the below screenshot for PromoMats Basics.
Select a document to link by clicking . You can also click to de-select a document.
Click Close to finish linking the document.
Bring Forward Annotations
When upversioning a document, it can be useful to bring forward annotations that have been made so that the latest version includes all relevant information.
To bring forward annotations:
Click the Bring Forward Annotations button at the top of the document.
Select the Source Version (where the annotations should be brought from), the type(s) to bring forward, and click Continue.
The annotations are brought forward.
