Annotating Documents

Your administrator can assign you the role of Annotator. If you are an Annotator in West km, you can add notes to a document, mark a document exemplar, and edit all annotations in the West km interface. Other West km users can view your annotations. When changes are made to a document's annotations, the document is flagged for a profile metadata update at the next incremental update. In order for searches on annotations to work, indexing and full-text indexing by your administrator are required.

Open a document in West km (see Viewing Documents in Results for more information).
Click the Annotations button at the top of the document and select an option.

Working with Exemplar Documents and Forms

Documents marked as exemplar display an exemplar icon () next to the document title in the Results List. To remove an exemplar marking, open the document, click the Annotations button, and select Unmark as Exemplar Document or Unmark as Exemplar Form.

Working with Notes

Documents with notes added to them display a yellow Notes bar at the top of the document followed with a # indicating the number of notes added to the document.

View notes: Click the + button in the Notes bar.
Add additional notes: Click the Add Note button () in the Notes bar, type your note, and click Save.
Edit existing notes: Click the note text, make your changes, and click Save.
Delete a note: Click the note text, then click the red X to the right of the note.