How to View Business Users' Annotations and Respond to their Annotations

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to view Business Users' Annotations and respond to their annotations. 

Important Note: You can view Business User's annotations on User Group documents, Meeting Agenda documents / additional documents/minutes, and Approval documents / supporting documents.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).   

To view Business Users' annotations and respond to their annotations:

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

2) Open the document in which you would like to view your Business Users' annotations. Then, click on the Actions button 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, choose from the following tools located at the top of the screen

to begin annotating:

• Pen

• Eraser

• Insert Text

• Highlighter

• Add Notes

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 Original. 

Understanding Private vs. Shared Annotations 

You have completed the tutorial on how to view Business Users' Annotations and respond to their annotations.