Annotation Dialog
Access On the Home tab, in the Annotations group, click Line or Total.
Note: Total Annotations can be applied globally for subtotals only.
Shared Annotations
When items are copied and pasted in the same client file they become shared. In the event that an item is changed, the user is given the option to change all shared annotations or just change the current selected annotation
Right-Click Menu
The annotation dialog can also be accessed via right clicking on a line item in an automatic document and selecting Annotate in the right click menu. If the document is a browse view (Programs, Checklists, Ratio Analysis, etc.) double clicking the annotation field will open the annotation dialog.
Right clicking on an existing note number, Tickmark, or Document reference provides access to properties, copy, delete, and for document references a go to option. The properties allow a user to edit the item and to change it between document and global display. When an item is copied to the clipboard it may be pasted to multiple lines in this document, in any automatic document that supports annotations in the client file or in another client file that you open.
Click on an area in the screen shot below to view its description
Reference
None
Select if there is no reference to be added to the document.
Document Reference
Select an applicable document reference from the list.
Tips:
- To add multiple document reference annotations quickly, select the documents from the Document Manager and copy the documents. Right-click the Annotation column in the automatic document and select
. - To collapse all folder hierarchy, hold down the shift key and click the arrow on the first folder.
Manual Reference
Select Manual Reference from the list. Enter a reference number or name in the field that appears to the right of the selection.
If the reference entered is an existing document number, the annotation acts like a document reference. If a document is subsequently created with the same number as the reference, the annotation will be linked to the document automatically and clicking the line will act like a document reference.
Hyperlink
Select this option to create a hyperlink within the automatic document. Clicking on the hyperlink launches the associated document. For more information on hyperlink, view Hyperlink Reference Dialog.
New Document
Select this option to create a new document in the Document Manager and a document reference within the automatic document.
Note: To remove notes create from previous versions of Working Papers, select the Delete Legacy Annotation option to remove any "legacy" annotation notes. In addition, legacy annotation will be overridden automatically if new note text is added.
