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Add a Sticky Note, Comment or Highlight a Document
Add a Sticky Note, Comment or Highlight a Document

Editing functionality in Supporting Documents allows you to add Sticky Notes, Comments or Highlights to your documents

Kate Gubbins avatar
Written by Kate Gubbins
Updated over a week ago

To add notes, comments or highlights to your supporting document, you need to drag the document to "View and Edit", and then use the functionality to edit, and Save the newly edited document. You can then attach this Edited document to your checklist.

Drag your Document to View and Edit

First, grab the thumbnail of the document you want to view/edit, and drag it to the View/Edit box:

When you drag and drop a document into View or Edit, the document will appear in a third panel on the right. You can expand the View and Edit screen by using the View Toggles here:

With other panels collapsed, I am now only looking at my document that I want to edit:

Click the Pencil to enable the Annotation Tools

Click the Pencil on the side menu. This will enable the Annotation Tools:

Add a Post-it Note Comment

To add a Post-it Note to a section on your document, click the following icon:

And with the functionality enabled, you are able to post a sticky note with detail; and it will also record who (you) has left the note.

Add Free-Text Comment:

To add Free-Text to a section on your document, click the following icon:

And while the functionality is enabled, you can add free-text to the document:

Highlight a section:

To highlight a section, you can draw a square around a section and add a comment:

Save your Edits

Once you have completed your edits, you should SAVE your edits. You are able to rename your document if you wish:

If you then click "default View", you will go back to the regular supporting documents Bucket & Checklist view. Your edited document will be in the bucket, waiting to be attached to your checklist item:

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