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Annotations overview

Markups

Markups
 let you add/indicate important information on the workpaper. You can view the
Markups
 section in the
Annotate
 panel if the selected document is a PDF file type.
Annotate panel
The following markup annotations can be placed on the PDF document:
  • TextBox
  • Arrow
  • Line
  • Rectangle
  • Oval
  • Pencil
  • Typewriter

TextBox

TextBox
 lets you draw a text box at a location on the workpaper to indicate important information.
note
TextBox
 can also be printed and viewed in DreamWorkpapers.
Select
TextBox
 TextBox icon under
Markups
 and draw the text box at the location on the document.
Draw a textbox
Double-click the
TextBox
 to enter the necessary information.
Type into the textbox
Spell check
The spell check feature is automatically enabled. Any word spelled incorrectly will be underlined with a red wavy line. Right-click the underlined word to choose the proper spelling.
Spellcheck the text
Change Case
Change Case
 lets you change the case of any word. Select the text, right-click the highlighted text, and then select
Change Case
 on the shortcut menu.
Select Change Case
Move, Edit, or Resize
Move
: To move the
TextBox
, point to the
TextBox
, then select and drag the box.
Edit
: To edit the
TextBox
, double-click the
Textbox
 to enable edit mode. Edit the text as needed. You can also right-click the
Textbox
 then select
Edit Text
 on the shortcut menu.
Resize
: To resize the
TextBox
, double-click the
TextBox
 then drag one of the handles.
Resize the textbox
Delete
Right-click the
TextBox
, then select
Delete
 to delete the
TextBox
. You can also use the 
delete
 key on your keyboard.
Select Delete
When the
Delete Confirmation
 window appears, select
Yes
 to delete the
Textbox
, select
No
 cancel.
Delete Confirmation window
Edit Text
To edit a
TextBox
, right-click the
TextBox
 and select
Edit Text
. You can also double-click the
TextBox
 to enable edit mode.
Select Edit Text
TextBox Properties
Right-click the
TextBox
 and then select 
Properties
 to open the 
Textbox properties
 window.
Select Properties
Changing Appearance
On the
Textbox properties
 window, if the 
Appearance
 tab is not selected, then select the 
Appearance
 tab to change the
TextBox
 appearance.
You can change the following attributes:
  • Style
  • Thickness
  • Border color
  • Fill color
  • Opacity
Appearance tab
Changing Font
Select the 
Font
 tab to change the font settings.
You can change the following attributes:
  • Font Size
  • Text Alignment
  • Text Color
Font tab
If you want to set your changes as default, you can select the checkbox for
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Textbox details
Point to the
TextBox
 to view the tooltip with additional details of the user who inserted the text box.
View Textbox information
Copying and pasting a TextBox
To copy and paste a
TextBox
 from 1 page to another, right-click the
TextBox
 and select
Copy StickyNote/Textbox
.
Select Copy StickyNote/Textbox
Go to the page on which you want to paste the
TextBox
. Right-click the document and select 
Paste StickyNote/Textbox
 on the shortcut menu.
Select Paste StickyNote/Textbox
You can also copy multiple text boxes from a page. Select and drag across multiple text boxes to select them. Right-click and select 
Copy Sticky Note/Textbox
. Go to the page, right-click, and select 
Paste StickyNote/Textbox
.

Arrow

Arrow
 lets you place an arrow on the workpaper to indicate important information.
note
Arrow
 can also be printed and viewed in DreamWorkpapers.
Select
Arrow
 Arrow icon under
Markups,
 then select and drag across the area to place the arrow. The arrowhead will be pointed towards the initial select location.
note
Begin to select and drag away from the final point, so the
Arrow
 faces your intended target.
Draw an arrow in the document
note
You can also force the arrow to be oriented horizontally or vertically by holding Shift on the keyboard while you select and drag the arrow.
Move, Edit, or Resize an Arrow
To move, edit or resize the arrow, select the
Arrow
 to select it, then drag one of the handles to a new location.
Edit the arrow icon
Arrow Properties
To change the arrow's appearance, right-click the
Arrow
 and then select 
Properties
 to open the 
Arrow properties
 window.
Select Properties
On the
Arrow Properties
 window, you can change the arrow appearance by changing the following attributes:
  • Start
  • End
  • Style
  • Thickness
  • Color
  • Opacity
Arrow Properties window
Start/End
You can choose different arrowhead appearances from the 
Start
 and
End
 dropdown menus.
Start and End dropdown menus
Style
You can also change the line appearance from the
Style
 dropdown menu.
Select the Style dropdown menu
The line
Thickness
,
Color
, and
Opacity
 of the arrow can also be changed.
Edit the arrow's Thickness, Color, and Opacity
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Delete Arrow
To delete an 
Arrow
, right-click the 
Arrow
, and then select 
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Arrow details
You can point to the 
Arrow
 to see who placed it and when.
Point to the Arrow

Line

Line 
lets you place a line on the workpaper to indicate important information.
note
Line
 can also be printed and viewed in DreamWorkpapers.
Select
Line
 Line icon under
Markups,
 then select and drag across the area to place a line.
Line drawn in the document
note
You can also force the
Line
 to be oriented horizontally or vertically by holding Shift on the keyboard while you select and drag.
Move, Edit, or Resize a Line
To move, edit or resize a line, select the
Line
 to select it, then drag one of the handles to a new location.
Select the line
Line Properties
To change the line's appearance, right-click the 
Line
 and then select 
Properties
 to open the 
Line properties
 window.
Select Properties
On the
Line Properties
 window, you can change the line appearance by changing the following attributes:
  • Start
  • End
  • Style
  • Thickness
  • Color
  • Opacity
Line Properties window
Start/End
You can choose different line pointers from the 
Start
 and
End
 dropdown menus.
Set the Start and End settings
Style
You can also change the line appearance from the
Style
 dropdown menu.
Style dropdown menu
Line
Thickness
,
Color
, and
Opacity
 can also be changed.
Set the Thickness, Color, and Opacity for the line
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Delete Line
To delete a 
Line
, right-click the 
Line
, then select 
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Line details
You can point to the 
Line
 to see the user who placed it and when it was placed.
Point to the line for details

Rectangle

Rectangle
 lets you draw a rectangle/square at a location on the workpaper to indicate important information.
note
Rectangle
 can also be printed and viewed in DreamWorkpapers.
Select
Rectangle
 Rectangle icon under
Markups
, then select and drag to draw the shape at the location on the workpaper.
Draw a rectangle
note
You can draw a square instead of a rectangle by holding Shift on the keyboard while you select and drag.
Move, Edit, or Resize a Rectangle
Move
: To move the
Rectangle
, point to the
Rectangle
, then select and drag the box when the cursor changes to the
Move
 icon Move icon.
note
The cursor doesn’t change if the
Rectangle
 is already selected, select and drag the border to move the selected 
Rectangle
.
Edit/Resize
: To edit/resize a
Rectangle
, select to select the
Rectangle
 then drag one of the handles. You can hold Shift on the keyboard when dragging the mouse to draw a square instead of Rectangle.
Edit the rectangle
Rectangle Properties
To change the shape's appearance, right-click the 
Rectangle
 and then select 
Properties
 to open the 
Rectangle properties
 window.
Select Properties
On the
Rectangle Properties
 window, you can change the rectangle's appearance by changing the following attributes:
  • Style
  • Thickness
  • Border Color
  • Fill Color
  • Opacity
Rectangle Properties window
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Delete Rectangle
To delete a 
Rectangle
, right-click the
Rectangle
, and then select 
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Rectangle details
You can point to the 
Rectangle
 to see the user who placed it and when it was placed.
View the rectangle details

Oval

Oval
 lets you draw an oval/circle at a location on the workpaper to indicate important information.
note
Oval
 can also be printed and viewed in DreamWorkpapers.
Select
Oval
 Oval icon under
Markups
 then select and drag to draw the shape at the location on the workpaper.
Draw an oval in the document
note
You can draw a circle instead of an oval by holding Shift on the keyboard while you select and drag.
Move, Edit, or Resize Oval
Move
: To move the
Oval
, point to the
Oval
, then select and drag the box when the cursor changes to the
Move
 iconMove icon.
note
The cursor doesn’t change if the
Oval
 is already selected, select and drag the border to move the selected shape.
Edit/Resize
: To edit/resize the
Oval
, select to select the
Oval
 then drag any handle. You can hold Shift on the keyboard when dragging the mouse to draw a circle instead of an oval.
Edit the oval in the document
Oval Properties
To change the shape's appearance, right-click the 
Oval
 and then select 
Properties
 to open the 
Oval properties
 window.
Select Properties
On the
Oval Properties
 window, you can change the oval's appearance by changing the following attributes:
  • Style
  • Thickness
  • Border Color
  • Opacity
Oval Properties window
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Delete Oval
To delete an 
Oval
, right-click the
Oval
, then select 
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Oval details
You can point to the 
Oval
 to see the user who placed it and when it was placed.
Review the oval details

Pencil

Pencil
 lets you draw free-form lines at a location on the workpaper to indicate important information.
note
Pencil
 can also be printed and viewed in DreamWorkpapers.
Select 
Pencil
 Pencil icon under 
Markups
 then draw free-form at the location on the workpaper.
Drawn object in the document
Move, Edit, or Resize Pencil
You can also move, edit, or resize a free-form line by selecting it and dragging one of the handles.
Edit the drawn object
Pencil Properties
To change the pencil's appearance, right-click the 
Pencil
 then select 
Properties
 to open the 
Pencil properties
 window.
Select Properties
On the
Pencil Properties
 window, you can change the appearance of the free-form lines by changing the following attributes:
  • Thickness
  • Color
  • Opacity
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made, select
Cancel
 to close without saving changes.
Delete Lines
To delete free-form pencil marks, right-click the line, then select
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Line details
You can point to the free-form pencil marks to see the user that placed it and when it was placed.
Review the drawn object details

Typewriter

A typewriter helps eliminate errors caused by illegible or confusing handwritten markups.
note
Typewriter
 can also be printed and viewed in DreamWorkpapers.
Select
Typewriter
 Typewriter icon under
Markups
, select on the workpapers to place the typewriter annotation on it, and then type the necessary information.
Type using the typewriter tool
Spell Check
The spell check feature is automatically enabled. Any word spelled incorrectly will be underlined with a red wavy line. Right-click the underlined word to choose the proper word.
Spellcheck for the typed text
Change Case
Change Case
 lets you change the case of any word. Select the text, right-click the highlighted text, then select 
Change Case
 on the shortcut menu.
Select Change Case
Move, Edit, or Resize
You can also move, edit, or resize the typewritten text by selecting it and dragging one of the handles.
Edit the typed text
Typewriter Properties
To change the text appearance, right-click the 
Typewriter box
 then select 
Properties
 to open the 
Typewriter properties
 window.
Select Properties
On the
Typewriter Properties
 window, you can change the text appearance by changing the following attributes:
  • Font size
  • Text color
Typewriter Properties window
If you want to set your changes as default, you can select the checkbox for 
Make Current Properties Default
.
Select
OK
 to save the changes made. Select
Cancel
 to close without saving changes.
Delete Typewriter
To delete the typewritten text, right-click the text, then select 
Delete
 on the shortcut menu. You can also use the 
delete
 key on your keyboard.
Select Delete
Edit Typewriter
To edit the typewritten text, right-click the text and select Edit Text on the shortcut menu. You can also double-click the text to enable edit mode.
Select Edit Text
Typewriter details
You can point to the typewritten text to see the user who placed it and when it was placed.
Review the typed text's details

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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