This section of the user guide covers the features for viewing, annotating and collaborating on a document.
Viewing and Menu Options
The screenshot below shows the opening default view of a document with the white arrow in the middle of the screen to expand the feature pane.
![](../img/png/support-document-view.png)
This pane allows the user to select between: Chat, Notes, Thumbnails and Show Users.
![](../img/png/support-document-chat.png)
The ‘Thumbnails’ link in the toolbar shows all the pages; click on a page to open it. If there are any notes on a page you'll see an orange 'N' icon at the top, making it easy to find the pages with comments:
![](../img/png/support-document-thumbnails.png)
The ‘Window’ menu includes zoom, fit and rotate controls - and in the ‘View’ menu you can choose where to show the notes; in boxes over the document, at the side, at the bottom or hide notes. Here we show notes at the side:
![](../img/png/support-document-window.png)
Annotation options
The default annotation option is text selection - just highlight text to annotate. - In addition to highlight, options for text include: underline, insert, strikethrough or edit(which copies the highlighted text into a note).
Annotate has a powerful and configurable note tagging function with categories, the screen capture shows the set-up options and the edit of a the ‘comment’ tag.
![](../img/png/support-document-tagging.png)
If you drag on the whitespace away from any text (e.g. used for a diagram or image), it will make a 'rectangle annotation' by default. Other options are arrow and circle, a circle is shown in the screen capture below.
![](../img/png/support-document-image-tag.png)
Note index and filter on a single document
The 'Notes' button in the toolbar takes you to an index of all the notes on the document. Clicking on a note will take you to the corresponding place on the preview page.
![](../img/png/support-document-filter.png)
Using the ‘Notes Filter’ it is possible to show only notes with the selected tag, below ‘High’ has been selected.
![](../img/png/support-document-filtered.png)
Export Notes to PDF
The 'Print' option can make a pdf with the notes in the margin suitable for printing or archiving:
![](../img/png/support-document-export.png)
In-Document Chat
The Chat feature allows users to chat within a document.
![](../img/png/support-document-more-chat.png)
New chat is shown by an orange dot when the pane is closed.