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Adding annotations to a document

  • Updated

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 Desktop
Web App

See how it works

 

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 menuTap_the_pencil_button.png
  3. Set the color you would like to use for your annotations.
    Select_color.png
  4. Tap the tools in the menu to add annotations:
    • Text
    • Pen marker
    • Highlighting marker
    Tap_the_tools_in_the_menu_to_add_annotations.png
  5. If needed, tap the undo and redo buttons. When ready tap Done.
    Tap_undo_or_redo_if_needed.png
  6. When you’re ready, tap the Add to Collection button.
  7. Tap the Collection you want to add the page to.
    Add_to_a_collection.png

See how it works

 

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.
    Tap_the_annotate_button.png
  3. Set the color you would like to use for your annotations.
    select_the_color.png
  4. Tap the tools in the menu to add annotations: 
    • Text
    • Pen marker
    • Highlight marker select_the_tool.png
  5. If needed, tap the Undo and Redo buttons.undo_and_redo_buttons.png
  6. When you’re ready, tap the Add to Collection button.tap_add_to_a_collection.png
  7. Tap Entire Document or Selected Pages and tap the Collection you want to add the page to.
    add_to_collection_options.png

See how it works

 

See how it's done on the Windows Desktop app

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

  1. Open the document you want to annotate.
  2. Click the highlighter icon in the top menu.
    AssetViewer_WDA_Annotations1.png
  3. Set the color you would like to use for your annotations.
    07-2.png
  4. Click one of the following tools in the menu to add annotations:
    • Pen marker
    • Highlighting marker
    • Text
    07-3.png
  5. If needed, click:
    • Cancel, to close the annotations without saving your changes
    • the delete button to delete your changes without closing the annotations functionality
    • the undo, redo buttons to cancel or redo your last change
    • Done, to save your changes and close the annotations functionalityAssetViewer_WDA_Annotations5.png
  6. To save a copy of your annotated document, you can add it to a Collection. Save the entire document or a single page. You can also directly share your annotated document with buyers.  

    Note: The annotations will not be saved to the original document. This means that the next time you open the same document, the annotations will have disappeared.

    AssetViewer_WDA_Annotations4.png

See how it works

 

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 top menu.
    annotate_pdf.png
  3. Set the color you would like to use for your annotations.
    AssetViewer_Annotations2.png
  4. Click the tools in the menu to add annotations:
    • Pen marker
    • Highlighting marker
    • Text
    AssetViewer_Annotations3.png
  5. If needed, click:
    • Cancel, to close the annotations without saving your changes
    • the delete button to delete your changes without closing the annotations functionality
    • the undo, redo buttons to cancel or redo your last change
    • Done, to save your changes and close the annotations functionality
      AssetViewer_Annotations4.png
    • To save a copy of your annotated document, you can add it to a Collection. Save the entire document or a single page. You can also directly share your annotated document with buyers.  

      Note: The annotations will not be saved to the original document. This means that the next time you open the same document, the annotations will have disappeared.

      shared_annotated_assets.png

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