Edit an Attachment

Location: Workspace

 

To edit an attachment on an item:

1.In the Workspace, click the item. 

2.Click the attachment to edit. 

3.Use one or more of the following tools to edit the document.

4.To save the changes to the document, click Save.

5.To discard all the changes, click Cancel.

 

Editing Tools

Move, resize, or remove an annotation

Use to move, resize, or remove an annotation.

Zoom

Zoom in or out by sliding the bar.

Insert Text

Insert text.

Click the down arrow to change the font. To resize, click the edge then drag. To re-edit and place your cursor in a specific spot, hold down the "Alt" key then click the spot in the text to place the cursor.

Bold

Bold the selected text.

Italic

Italicize the selected text.

Set annotation color

Change the annotation color.

Freehand draw

Add a freehand scribble.

Undo

Undo your last edit; click again to undo the next edit.

Redact

Drag the cursor over the area to be redacted.

Highlight

Add a highlight.

To resize, click the edge then drag. To highlight while inserting text, place the cursor at the start of the text to highlight, hold down the "Shift" key, then click the end of the text to highlight.

Rectangle

Add a rectangle.

To resize, click the edge then drag. You can add text to the rectangle by directly typing in it or use your computer's Copy & Paste functionality. When using Copy & Paste, do that first before directly entering/editing any text.

Upload signature

Add the signature defined in your user profile.

To resize, click the edge then drag.

Date/Time

Add the current date and time.

To resize, click the edge then drag. The format of the date/time is controlled by your browser.

Signature with Date

Add the signature along with the current date/time

Checkbox

Add a checkbox.

To resize, click the edge then drag.

Arrow

Add an arrow.

To change the direction or resize, click the edge then drag.

Line

Add a horizontal line.

To change the length or position, click the edge then drag.

 

 

 

Orientation Tools

Rotate image counter-clockwise 90 degrees

Rotate image clockwise 90 degrees

Flip image vertically

Print the document (to include edits, remember to save before printing)