Make Notes on Materials and Export Annotations
Committee Members can add private annotations to application documents in the viewer and export them as a PDF. These personal notes, unlike comments visible to others, help reviewers track thoughts on individual applicants. Annotations are accessible through their own tab in the viewer and are typically kept private unless required for legal discovery.
Only in extreme cases (such as a lawsuit that demands the discovery of all private documents) are annotations discoverable.
Permissions
Only Administrators and Committee Managers can add notes within the application. These notes are viewable by evaluators and committee members.
Manage Annotations and Notes
- Navigate to the Positions page and click the hyperlinked Position name to navigate to that position's page. Click the hyperlinked Applicant Name to navigate to their application page.
Add Notes
From here you can also add notes by scrolling down to the the Notes section and selecting the type of note (Application, Hiring, or Offer) to add from the Add Note dropdown.
Once a note is added, you can Edit or Delete it from this page. Please note that only one note of each type can be added. When all note types have been used, the ‘Add Note’ button will disappear until you delete an existing note.
- Under the Application section, click the name of the desired document to open it in the document reader. Select the Annotations tab to show the annotations in a list format.
- To add annotations, use the icons in the lower right corner of the reader.
- The Pencil (Notes) icon lets you add annotations on a specific point, area, or text..
- The Trash (Delete) icon lets you delete a selected comment.
- The Eye (View) icon toggles annotation visibility.
- The Pencil (Notes) icon lets you add annotations on a specific point, area, or text..
- To export annotations select Download > PDF/ZIP from the toolbar at the top.
