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  2. Tags & Templates

Highlighting a Document

Users have the ability to highlight text as an annotation on the document and even link to tags for easy data access and reporting.

Instructions:

 

Step 1: Open the document and tag section.

 

Step 2: Bring in a tag template if applicable.

 

Step 3: As you hover your mouse over the document, words will be highlighted. You can click on individual words, or hold your mouse down and drag over entire sections.

 

 

Step 4: Once a section is highlighted, you will have two options:

 

  • Save as-is: You can leave this text highlighted on the document by choosing an associated color and saving. The text will not be linked to a tag, but will be flagged for other users who view the document.

 

 

 

  • Link to Tag: You can populate a tag with the exact document language highlighted. Click Link to Tag in the bottom left corner of the annotation box, and choose a tag from the dropdown. The tag annotation will also be linked to the text, so any user can click on the tag name to be taken to that language on the document.

 





 

Step 5: All annotations exist both on the document itself, and in the snippets view. In the snippets view, a user can see all of the highlighted portions of the document and search based on color, if the section is linked to a tag, or if the information was auto-tagged (the robot). 

 

 



Tips and Tricks:

  • The OCR must render completely before a user is able to highlight on the document. If you receive this message in the OCR search bar, the OCR has not completed rendering and you will not be able to use this functionality yet.