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Applicable Roles/Permissions/Licenses

Files can be annotated directly in Canopy. Currently, annotations are only seen by firm members and are not visible to contacts. 

Annotate Files in Canopy

1. To get started, navigate to open a relevant file's File Previewer. 

2. Click on the Annotate tab.

Additionally, you can click the Shapes tab to select a shape to add to the document.

3. Select an annotation tool:

Annotation Tool	Keyboard Hotkey	Description
	H	Highlight: Use this tool to highlight text in a document.
	U	Underline: Use this tool to underline text in a document.
	K	Strikeout: Use this tool to strike out text in a document.
	N	Note: Use this tool to add a note or comment to a document.
	T	Free Text: Use this tool to add a text box to a document.
		New Image: Use this tool to insert a new image into a document.
	R	Rectangle: Use this tool to add a rectangle to a document.
		Stamps: Use this tool to place a stamp on a document.
		Check: Use this tool to place different colored check marks on documents.
	F	Free Hand: Use this tool to draw free hand on a document
		Free Hand Highlight: Use this tool to highlight free hand on a document.
	C	Callout: Use this tool to add a callout to a document.
	E	Eraser: Use this tool to delete any annotations you made in the document.

4. If needed, select from the tool's available presets.

• The presets box updates to show applicable options for each selected tool.
• Most tools have additional preset options available on the in-line dropdown menu.

5. Click on the file to use the annotation tool.

6.  Manage annotations using the following features:

Feature	Visual
Rotate Freehand drawings, Stamps (checkmarks and x’s), and Boxes
Move a page or pages in your PDF to the top or bottom of a document
Insert a blank page or blank pages above or below existing pages
Replace multiple pages by inserting a document
Sort annotations by Created Date, Modified Date, and Color
Filter annotations by 10 default colors and Statuses

Add Annotation Comments

Annotation comments provide a space for a firm to communicate internally on a document.

1. Navigate to the file previewer for a file and select the Note tool from the annotate menu.

Alternatively, type the Note hotkey, N, on your keyboard.

2. Click on the file to add the note to that location.

• The Annotations Sidebar will open. 
• You can toggle to the Comments Sidebar by clicking the Comments icon on the toolbar. 

3. Input a note in the Add reply... text box. 

4. Click Save to add the note to the file.

5. On the Annotations sidebar, select a relevant note to see the associated post.

6. If needed, input an additional note in the Reply... text box.

7. Click the airplane icon to add a reply to the note.