Annotations

Annotations in ProcessMaker IDP are a feature that allows users to add specific, detailed notes or comments to documents. This helps in marking and highlighting key areas of interest or concern within the document for future reference.

Create New Annotation Schema

Users can create a new annotation schema to define the structure and format of annotations. The schema includes defining attributes such as the annotation type, coordinates on the document, and the content of the annotation.

Follow these steps to create a new annotation schema:

1. Click the Create New Annotation Schema button to configure a new schema name.

2. Fill in a descriptive name.

3. Save the new annotation schema before adding labels.

Create New Annotation Labels

Annotation labels help categorize and identify different types of annotations. Labels can be customized to fit the needs of the organization, allowing for easy identification and sorting of annotations.

Follow these steps to add or change labels of an annotation schema:

1. Click the submenu Labels.

2. Click the Create New Annotation Label button

3. Fill in a descriptive name.

4. Optionally, add a pretty name to show in the UI.

5. Select a color, or enter an RGB color code with the # symbol.

   
6. Optionally, specify the order in which the labels should appear.

Benefits of Using Annotations

• Improved Document Management: Annotations provide a method for users to make precise, context-specific notes directly on documents, improving clarity and understanding.

• Enhanced Collaboration: By allowing multiple users to add and view annotations, it facilitates better collaboration and communication within teams.

• Efficient Review Process: Annotations help streamline the document review process by highlighting important sections and providing additional information without altering the original content.

Usage Example

For instance, a user reviewing a legal document might add annotations to highlight clauses that need further review, specify questions for legal advisors, or note discrepancies. These annotations can then be easily accessed and addressed by the relevant team members.

By leveraging the annotation feature, organizations can enhance their document workflows, ensuring that important information is easily accessible and comprehensible to all stakeholders involved.