Question:

How to Create Note Annotations on Documents in Vault PromoMats and Medical?

Answer:

Annotate permissions is needed. 

To add a note, follow the steps below:

1. Click View Annotations.
   
   
   
   
2. Click Select Tool and select Comment.   
   
   
   
   
3. If the area contains selectable text, highlight the text. If not, click and drag to select an area for an image annotation. 
   
   
   
   
4. Type a note in the dialog. 
   
   
   
   There are optional selections such as adding a tags, notify a user, or changing the color of the note (if configured by the company).
   
   
5. After the information has been entered, click Save. 

Related Documentation:

Vault Help Documentation: 

• How to Add Image, Text & Sticky Note Annotations 
• Text Annotation Styles