Using the Notes Tab

All annotations made by you and your team across the document set are housed together in the Notes tab:

Once you have selected a shortcut annotations will appear grouped by date initially, but you can choose to Expand All by selecting the Edit button:

Annotations appear in date order by default, alongside thumbnails of the relevant pages and extracts of the highlighted text:

You can easily refine the report using the following filters:

  1. Documents: All, None or a custom selection of folders.
  2. Transcripts: Select to view notes on specific days of transcripts.
  3. Note Tags: Filter by any issue tags applied to notes.
  4. Authors: Filter by author of an annotation. If you have only replied to a note, then you won’t be classed as an “author”.
  5. Recipients: Filter by the chosen recipient.
  6. Note Properties: Filter by different styles of annotation.
  7. Document Tags: Filter notes made across tagged content.
  8. Chronology: Select notes linked to chronology items.

There are further options across the top of the Notes page under Tools, including the ability to export a PDF or Word version of your note report and share your private notes with wider members of your team retrospectively. The share icon will allow you to set the permissions for all of your own notes currently visible in your report. To prevent certain notes from this change either use the filters or the tick boxes to exclude notes from the report.

It is also possible to restrict access to your notes en masse in the same way. 

For annotations that you have made across transcripts, you can automatically playback any corresponding audio from each note by hitting the play button: