Annotate a Meeting Book

You can add annotations in the form of comments and notes to a meeting book. By default, your annotations are private and visible only to you.

You can share annotations with specific workroom members, move annotations to a different location, or delete them.

Add annotations

In Meeting Book Viewer, you can add your own annotations to the meeting materials, such as notes, highlights, or shapes.

  1. From the details page of the workroom for which you want to view the meeting materials, select Library.

  2. On the Meeting Books page, select the book in which you want to add an annotation.

  3. From the right pane, under the View section, select Meeting Book Viewer.
    The meeting book opens on a new tab in your browser.
  4. Navigate to the page where you want to add an annotation, and from the toolbar, select Annotate.
    The annotation toolbar displays several annotation options, such as highlights, underline, notes, and freehand text.

    Use the tool tip on the toolbar to focus and view the annotation type.

  5. Select the text that you want to annotate.

    The annotation starts appearing on the right pane under the Comments section.

  6. Select the Shapes tab at the top of the page to insert a line, circle, rectangle, or other shape.

  7. Move the cursor to the location you'd like to add the annotation.

    • To add a note, enter text in the Comments field on the right of the page, and then select Save.

    • To highlight, select the text you'd like to highlight.

    • To add a shape, such as a line, select and hold the mouse as you move it across the page. Release the mouse when you're finished.

  8. To format the style of an annotation, such as color and opacity, select it, and then select the Style icon on the inline toolbar that appears.

  9. To remove an annotation, select the Delete icon.

  10. Your annotations are saved automatically. Use the date and time at the top right of the page to view when your work was last saved.

  11. Use the list of annotations on the right side of the page to view, search, sort, and filter the list.

  12. To identify the location of an annotation in the meeting book, select it.

    A pointer indicates the exact location on the page in the book where the annotation appears.

Share annotations

You can share annotations in Meeting Book Viewer, so that the other Board members who have access to the meeting book can also view them.

  1. Open the Meeting Book Viewer and go to the annotations panel on the right side of the page.

  2. Select an annotation on the annotations panel. The page displays where it appears in the meeting book.

  3. On the page, select the annotation that you want to share.

  4. From the inline toolbar, select the Share icon.

  5. In the Share annotation dialog box, from the list, select the members with whom you want to share the annotation.

  6. Select Share.

    A shared icon displays next to the shared annotation on the annotations panel.

To add or remove names from a shared annotation, do the following:

  1. Select the annotation and from the inline tool bar, select the Share icon.

  2. Select the names that you want to add or remove, and select Share.

To unshare an annotation, do the following:

  1. Select the annotation that you want to unshare.

  2. From the inline tool bar, select the unshare icon.

Move annotations

You can move annotations to a new page in Meeting Book Viewer.

  1. Open the Meeting Book Viewer and go to the annotations panel on the right side of the page.

  2. Select an annotation on the annotations panel. The page displays where it appears in the meeting book.

  3. Select the annotation on the page to view the inline toolbar.

  4. To move the annotation, select the move icon. The Page Selection window displays.

  5. In the Destination page field, enter the page number where you'd like to move the annotation. A preview of the page displays.

  6. Select Move to finish moving the annotation to a new page.