Annotations, Tags, Document Check in and Check out

Comment while you are viewing

From the Document Manager interface, you can use annotation and drawing markup tools to add comments. The commenting tools are made available in the secondary toolbar of the Comment feature. Comments can be notes and illustrations that communicate ideas or provide feedback for PDFs. You can type a text message using the Sticky Note tool. Alternatively, you can use a drawing tool to add a line, circle, or other shape and then type a message in the associated pop-up note. Text-editing tools let you add editing marks to indicate changes that you want in the source document. 

Search by Tags

Organize documents at a whole new level by creating unlimited Tags to search and find your documents easily. 

By assigning keywords(tags) to files, you facilitate easy search and enable collaboration across the project team.

Document Check in and Check out

Collaborate and make changes in an organized manner, in parallel preventing loss of work with the Document Check-in and Check-out facility.

Document check-in and check-out allow one or many members to work on and edit the same Document at different intervals without the need to email changes or save multiple files in various locations.

Why Document Check out and Check in is important?

• Users can see if a document is currently checked-out and worked on by others

• Collaboration among teams improved by avoiding overwrites and the possibility of creating multiple Documents

• Documents in checked-out status allow only viewing and restrict others from changing

Version Control

The system recognizes every upload carried out by the user and assigns a new version to the uploaded file. On revising and checking in the documents, the revision control automatically captures the latest changes and increments a new file version. 

All the previous versions are also retained in the system and available for viewing. The last version always displays in the Document Manager list view, in addition to the earlier versions accessible for viewing within the versions tab in Document Properties.

At any given point in time, the system allows users to download any version of the file for reviewing or updating.