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Adding Annotations to the Board Pack - new UI

How to make notes/annotations on the board pack.

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

Annotating is a feature with the Premium and Ultimate Plans. If your board subscribes to the Essentials Plan then you will not be able to make annotations within BoardPro.

Note: Annotations are private and only visible to yourself.

With the BoardPro annotation feature it is easy to make notes on the board pack while you prepare for the upcoming meeting.

From the Meeting page click on the Board Pack.

When the board pack opens:

  1. On the left hand side is a list of the agenda documents. Scroll through the list to find the document you need and click on it. It will open on the right hand side.

  2. Use the top right tool bar to select from the highlighter, pen, note, text box, etc.

Please note that if you are using a smaller screen -you have the same features just the layout is a bit different.

Annotating features include:

  • Highlighter/Pen

  • Notes

  • Text

  • Shapes

  • Searching

  • Full Screen mode

  • Printing/Download -if you cannot see these options it could be that your organisation settings do nor allow for this. Please speak with your Chair or Administrator.

You can also mark up the text by highlighting the text and then you can choose to highlight, strike-through, or underline it.

When you click on an annotation tool a sub menu opens where you can change the colour, add a background colour, font, size or transparency.

Annotating Previous Versions

You can also annotate previous versions of documents uploaded into the Board Pack.

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