How to Annotate on a Shared Copy of a Document with Other Users

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to annotate on a shared copy of a document with other users. 

Note: 

• The Board.Vision web app is optimied and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). 

• You can annotate on a shared copy of User Group documents, Meeting Agenda documents / additional documents/minutes, and Approval documents / supporting documents.

To annotate on a shared copy of a document with other users: 

1) Log in to your Board.Vision account using your registered email address and password. 

2) Open the document and click on the Actions button located at the bottom right. 

3) Click on Collaboration.

Note: Once Collaboration is enabled, you will be annotating a shared copy of the document. Your annotations will be visible to other Business Users and Administrators, and multiple users can annotate simultaneously.

4) To start annotating, click on the Pen icon located at the top of the screen.

Select from tools such as Drawing, Freeform Highlight, or Text Highlighter.

5) To delete an annotation, select the mark you created and click the Trash icon at the top right. 

6) Click the Thumbnails icon and select Annotations to see a full record of annotations on the document. 

7)  If you are tagged in a note, you can reply directly with a comment.

Note: You can tag other users using the "@" feature on desktop/laptop.

8) To return to your private annotations, click the Actions button at the bottom right and select Personal. 

Important Note:

• In Personal mode, your annotations are private and cannot be seen by other users.
• In Collaboration mode, your annotations are shared and visible to other Business Users and Administrators. 

You have completed the tutorial on how to annotate on a shared document with other Business Users and Administrators. 

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding weekends and public holidays).