How to annotate your documents?

How to annotate your documents?

  Instructions:

Steps to follow:

1. Open the document that you wish to annotate 
2. Right click on the line item | select annotate 
3. You may perform the following annotation: 
   • Reference to another document
   • Tick mark 
   • Note
4. Choose the relevant annotation and click OK. 
5. If you would like to add the annotation to all the documents where the specific account appears, click on the Global tab and then enter your annotations.

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