# Mode Annotation

## Overview

The **Annotation Mode** setting allows users to create and manage annotations directly on the PDF. If a document contains annotations, they will be included when **exporting to IDM**.

## Location

You can find this setting under: **Settings → Document Processing → Module → Document Type → Annotation Mode**

{% embed url="<https://youtu.be/ay0gGtwlqRE>" %}
DocBits Annotation Mode Tutorial: Add Notes in Validation & Download With/Without Annotations
{% endembed %}

## How to Use Annotation Mode

### 1. Enabling Annotation Mode

* Navigate to the **Validation Screen**.
* Click on the **speech bubble** icon on the right to enter Annotation Mode.

### 2. Creating an Annotation

* Select an area on the PDF where you want to place an annotation.
* Click the **pen** icon to write text.
* Click the **document** icon to save the annotation.
* Click the **trash can** icon to delete the annotation.
* Customize the text using:
  * **Size** adjustment
  * **Bold**
  * ***Italic***
  * <mark style="color:purple;">**Color**</mark>
  * **Font selection**

### 3. Managing Annotations

* **Move an annotation** by clicking and holding the left mouse button.
* **Create multiple annotations** within the same document.
* **Annotations are only visible** when Annotation Mode is enabled.
* Annotations **will be included** when exporting the document to **IDM.**
* If a document contains annotations, the **speech bubble icon** will display a small **exclamation mark** to indicate their presence.
*

<mark style="color:red;">**Note:**</mark> Annotations can also be viewed, added, and modified directly within the **Approval Screen**, allowing users to make necessary adjustments during the approval process.

### 4. Downloading PDFs with or without Annotations

* If a document has annotations, you can choose to download the PDF either with or without the annotations.
* To do this, go to the **Dashboard**.
* Click on the **three dots** in the **Action** column.
* Select one of the two available download options:
  * **Download with Annotations**
  * **Download without Annotations**

By enabling and using Annotation Mode, users can efficiently add, edit, and manage annotations directly on PDFs, enhancing document collaboration and review.


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