PDF Document Annotation includes several great time-saving features, including:
• edit PDFs inside the Document Manager
• toggle between the various tabs to allow verification of information
• make annotations to and save PDFs
• use Adobe Reader or another external tool to make annotations without having to download the PDF file
To annotate a PDF document in QBOA Workpapers:
- Navigate to Workpapers.
- Select the Documents tab.
- Locate the document to annotate (for example, a bank statement).
- Select Annotate from the Download drop-down menu under the ACTIONS column:
The PDF preview opens in the window with the annotation options.
- Annotate the PDF where needed. Annotation options include:
• Add text comments
• Add Sticky Note
• Highlight Text
• Use Drawing tool
• Erase Drawing
• Find in document
• Download PDF
• Print PDF
- Click Close. The preview file is saved and closes.
Note: the text “Annotated-1” is automatically added to the file name for an easy view of what documents have been annotated.