How to add document annotations in Quillio
To add annotations in Quillio — open the document, select text or a region, and click the annotation icon. Add a comment, highlight, or redline. Annotations are saved to the matter and visible to anyone with matter access.
Types of annotations
I support three annotation types — highlights (colour coded for risk, review status, or custom categories), comments (threaded discussion attached to a specific part of the document), and redlines (proposed text changes, similar to Word tracked changes).
Visibility and resolution
Annotations are visible to anyone with matter access. Individual users can mark comments as resolved. Resolved comments remain visible but are greyed out. Private annotations (visible only to you) are also available — toggle the private flag when creating.
Export with annotations
Documents can be exported with annotations visible (PDF with markup) or without. The markup export is useful for client review or partner review. Annotations also appear in the matter audit trail.
Step-by-step
- Open the document. Open the document in Quillio's document viewer.
- Select text or region. Select the text you want to annotate, or drag to select a region on a scanned page.
- Choose annotation type. The annotation toolbar appears. Choose highlight, comment, or redline.
- Add content and save. Type your comment, select a highlight colour, or enter proposed text. Save. The annotation is visible to matter collaborators immediately.
Common issues
- Scanned documents need OCR before text selection works — Quillio OCRs automatically
- Redlines on AI-generated drafts can be accepted or rejected individually
- Annotations survive document re-uploads as long as the document ID is preserved
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