• Annotation
  • About annotation
  • Add a reference
  • Add document commentary
  • Annotate accounts
  • Annotate documents
  • Annotate images or PDFs
  • Create tickmarks

Annotate documents

You can add annotations to lines and total lines in automatic documents.

The Annotation column may be hidden by default. You can enable the column by right-clicking a column header and clicking Reorder Columns, then adding Annotations to the Active Columns list.

To annotate an automatic document line:

1. In the Document Manager, open the automatic document that you want to annotate.
2. Select the line that you want to annotate. On the ribbon, click Home | Line, or right-click the line and click Line Annotation. The Line Annotation dialog displays.

3. Complete the dialog options as required. If you complete the Document tab, the annotation is only added to the specific document. If you complete the Global tab, the annotation is added to the Trial Balance and all documents displaying the annotated account.

   Option	Description
   Reference	If applicable, enter a manual reference or select a document reference(s).
   Tickmark	If applicable, select the appropriate tickmark for the annotation.
   Note	If applicable, enter a note to explain the annotation.

   Click OK.

The annotation is added to the automatic document line in the Annotation column.

To annotate a total line:

1. In the Document Manager, open the automatic document that you want to annotate.
2. On the ribbon, click Home | Total. The Total Annotation dialog displays.

3. Complete the dialog options as required.

   Option	Description
   Reference	If applicable, enter a manual reference or select a document reference(s).
   Tickmark	If applicable, select the appropriate tickmark for the annotation.
   Note	If applicable, enter a note to explain the annotation.

   Click OK.

The annotation is added to the total line in the Annotation column.