Adding annotations to a document

  • Updated

What's in it for you

When you’re having a sales conversation, it’s often useful to add annotations to the documents you’re showing your prospect. In Showpad you can add annotations to a page using a range of markup tools and easily share or add that page to a Collection when you’re done. 

Adding annotations doesn't change the original document. After sharing the document, your annotations will not be saved, unless you keep the document or the page in a Collection. You can see these annotations as an extra layer on top of your document that will only be visible in the Share or your personal Collection.

Note: You can add annotations on documents, not on images, or other multimedia content.

Key features

  • Add annotations to documents during sales conversations
  • Original documents are preserved
  • Adding annotated documents to a Collection or a Share saves the annotation

Choose your success platform


iOS
Android
Windows
Web App

See how it's done on iOS

To add annotations and save your page on your iOS device, proceed as described below.

  1. Open the document you want to annotate.
  2. Tap the pencil button in the top menu.
  3. Set the color you would like to use for your annotations.
  4. Tap the tools in the menu to add annotations:
    1. Pen marker
    2. Highlight marker
    3. Text
  5. If needed, tap the undo and redo buttons.
  6. When you’re ready, tap the Add to Collection button.
  7. Tap the Collection you want to add the page to.

See how it's done on Android

To add annotations and save your page on Android, proceed as described below.

  1. Open the document you want to annotate.
  2. Tap the Annotate button in the top menu.
  3. Set the color you would like to use for your annotations.
  4. Tap the tools in the menu to add annotations:
    1. Pen marker
    2. Highlight marker
    3. Text
  5. If needed, tap the Undo and Redo buttons.
  6. When you’re ready, tap the Add to Collection button.
  7. Tap Add Annotated Page to Collection or Add Entire Annotated Document to Collection and tap the Collection you want to add the page to.

See how it's done on Windows

To add annotations and save your page on Windows, proceed as described below.

  1. Open the document you want to annotate.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the Add Annotations button.
  4. Set the color you would like to use for your annotations.
  5. Tap the tools in the menu to add annotations:
    1. Pen marker
    2. Highlight marker
    3. Text
  6. If needed, tap the Undo and Clear All buttons.
  7. When you’re ready, tap Done.
  8. Tap Entire annotated document or This annotated page and tap the Collection you want to add the page to.

See how it's done on the Web app

To add annotations and save your page on the Web app, proceed as described below.

  1. Open the document you want to annotate.
  2. Click the pencil button in the bottom menu.
  3. Set the color you would like to use for your annotations.
  4. Click the tools in the menu to add annotations:
    1. Pen marker
    2. Highlight marker
    3. Text
  5. If needed, click the undo, redo or delete buttons.
  6. You can now share this annotated document or add the document or a single page to a collection.

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