Annotate Document Renditions

Mark up renditions and suggest changes directly on the document rendition in Meridian Power, Meridian Portal, and Meridian Explorer. Annotations help communicate feedback clearly without changing the original content. Each document supports up to 10MB of annotations. You can also edit existing annotations.

In Meridian Cloud Explorer, the annotations are visible only in the Meridian Explorer client. Master managers can create, update, and delete annotations of other users.

Open viewer

The annotation tools display in the document viewer. The procedure to open the viewer depend on the Meridian client you’re using. Select a document that contains a rendition and choose one of the options below:

• In Meridian Power, click View Rendition.

• In Meridian Classic Explorer:

  1. Select the Review ribbon.

  2. Click View or Open in viewer.

• In Meridian Cloud Explorer, click the View the document rendition icon in the document row.

• In Meridian Portal:

  1. In the Document Details pane, click the Files tab.

  2. Click View next to the rendition file.

Create annotations

1. In the viewer actions menu, click Edit mode to display the tool palette.

2. In the actions menu, select a tab:

   • Annotate: Add text to the document.
   • Shapes: Draw freehand designs or add shapes.
   • Insert: Add stamps, signatures, attachments, and more.

3. Select an annotation tool and choose a color.

4. Mark up the document.

5. Adjust your annotation:

   • To undo your last action, click Undo.

   • To redo an undone action, click Redo.

   • To erase part of a freehand drawing or highlight:

     1. Click Eraser.

     2. Click and drag over the area you want to erase.

6. Click Save.

   Your annotations are saved when the Edit mode button become available again, and your name and redline appear in the Comments panel.

Annotation tools

Meridian provides a variety of annotation tools to help you mark up document renditions effectively. You can use these tools to communicate changes, highlight important areas, and attach supplemental information for reviewers and team members.

Annotate tab

Shapes tab

Insert tab

Delete annotations

Remove annotations that are no longer needed to keep your comments clear and relevant. You can also edit annotations instead of deleting them.

1. In the viewer actions menu, click Edit mode.

2. In the Comments panel, select the checkbox for the annotation you want to delete.

3. In the Comments action bar, click Delete.

4. Click Delete.

5. Click Save.

   Your changes are saved when the Edit Mode button becomes available again.