User Guide

How to Annotate

3 min read Updated Jun 18, 2026 Edit & Annotate

Use shapes, notes, and visual markers to explain feedback clearly during document review.

Overview

Annotation tools help teams mark issues, suggestions, and approval notes without altering the original source content.

Requirements
  • An open PDF ready for review
  • Comment or annotation permissions enabled
Step by Step
1

Open annotate tools

20 sec

Switch to the Comment or Annotate tab and choose the markup type you need.

2

Place the markup

1 min

Add arrows, rectangles, callouts, or sticky notes directly on the relevant area.

3

Review visibility

40 sec

Zoom out to make sure annotations remain readable on the page.

Tips
  • Use color consistently for review stages or departments.
  • Keep comments short so pages remain easy to scan.
  • Flatten annotations only after the review cycle is complete.
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