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, so only you can view them.
You can choose to share annotations with other members of the workroom. Also, you can move an annotation to a different location or delete it.
Add annotations
In Meeting Book Viewer, you can add your own annotations to the meeting materials, such as notes, highlights, or shapes.
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Navigate to the Library of the relevant workroom, for example, Board of Directors workroom library.
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Select the title of a meeting book to open it.
- In View section on the top right of the page, select Meeting Book Viewer. The meeting book opens on a new tab in your browser.
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Select the Annotate tab at the top of the Viewer page. The annotation toolbar displays several annotation options, such as highlights, underline, notes, and freehand text.
Use the tooltip on the toolbar to focus and view the annotation type.
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Select the Shapes tab at the top of the Viewer page to insert a line, circle, rectangle, or other shape.
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To add an annotation, select it from the annotation toolbar, and then go to the page in the Meeting Book where you want the annotation to appear.
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Move the cursor to the location you'd like to add the annotation.
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To add a note, enter text in the comment field on the right of the page, and then select Save.
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To highlight, select the text you'd like to highlight.
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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.
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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.
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To remove an annotation, select the delete icon.
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To move an annotation, select the move icon.
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To share an annotation with other Board members who have access to the meeting book, select the share icon.
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Your annotations are saved automatically. Use the date and time on the top right of the page to view when your work was last saved.
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Use the list of annotations on the right side of the page to view, search, sort, and filter the list.
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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 other Board members who have access to the meeting book can also view them.
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Open the Meeting Book Viewer and go to the annotations panel on the right side of the page.
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Select an annotation on the annotations panel. The page displays where it appears in the meeting book.
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Select the annotation on the page to view the inline toolbar.
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To share the annotation, select the share icon. A confirmation window appears.
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Select Yes to confirm that you'd like to share the annotation.
Note
The annotation is shared with all Board members who have access to the Meeting Book.
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A shared icon displays next to the shared annotation on the annotations panel.
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To unshare an annotation, select a shared annotation. The inline toolbar displays.
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Select the unshare icon to remove shared access to the annotation.
Move annotations
You can move annotations to a new page in Meeting Book Viewer.
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Open the Meeting Book Viewer and go to the annotations panel on the right side of the page.
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Select an annotation on the annotations panel. The page displays where it appears in the meeting book.
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Select the annotation on the page to view the inline toolbar.
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To move the annotation, select the move icon. The Page Selection window displays.
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In the Destination page field, enter the page number where you'd like to move the annotation. A preview of the page displays.
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Select Move to finish moving the annotation to a new page.
