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What are the Annotation Filters in PromoMats and Medical?

  • Updated

Question:

What are the annotation filters in PromoMats and Medical?

Answer:
 

The Filter visible notes and links are used to show and hide annotations. There are different sections a user can find within the Filter visible notes and links:

  • Keyword: Search by keyword or phrase (limit of 100 characters) to show only annotations where the text selection, comment or reply contains matching text. 


     
  • Created Date: Displays the annotations according to the creation date. The In the range option allows user to filter annotations created between two dates. The Before filter allows user to filter annotations created before a specific date. The After filter allows user to filter annotations created after a specific date. Also, Replies are included when calculating the Created Date, meaning that an older note with a newer reply can be filtered by either date.



     
  • Notes: The notes section shows resolved or unresolved annotations.

  • Placement: The placement section shows annotations selected within a text or an image in the document and page-level annotations, annotations without a text or image.

  • Links: The links section shows the links or anchors created within the document. In PromoMats with Auto Claims Linking enabled, the links filter is replaced by filters for auto links and manual links.
  • Author: The author section shows annotations created by users. Note that this does not include users who have only replied to annotations.


     
  • Tags: The tags section shows only annotations with specific tags.

  • Version: This shows the annotations created in the version of the document viewed. It excludes annotations brought forward from previous versions. 


     

  • Filter anchors: Shows only the anchors that are used by specific documents that can be selected. Vault hides the anchors that are not used by the selected documents.
    This option is not available for videos.



     

    Vault remembers and re-applies most Filters menu settings for each user, across all documents, browsers, and sessions within a single Vault. The only Filters menu settings not saved are Hide/Show Annotations, Filter Anchors, Author, and Tag. When viewing a document in annotate mode, Vault displays the number of hidden annotations with either the shortcut key or filters.

     

  • Click Reset All to remove filters and show all annotations.

     

Related Documentation:

Vault Help Documentation: Filters Menu

 

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