Native HCL Marketing Operations markup

Use native HCL® Marketing Operations markup to comment on attachments.

The native HCL Marketing Operations markup tool uses the following icons and controls. All icons include mouse-over help.

Note: If another user is marking up a document at the same time as you, refresh the browser page to see those new comments.

Menu bar

This table describes the items in the menu bar.

Table 1. Icons and controls for the HCL markup tool
Icon Description
Post-it note image

Click Add Note, then drag to a specific location on a page to add feedback.

You cannot move a note after you save. Each note is fixed to a location that is important to the context of the feedback and any replies.

You can attach a file to a note.

Use the action links in a note to reply to, update, or delete the note.

Ball point pen image Click Add Scribble, then drag to add a free-from "scribble" on the page
Magnifying glass with plus sign image Click Zoom In to zoom in.
Magnifying glass with minus sign image Click Zoom Out to zoom out.
Magnifying glass with circle image Click Zoom Reset to reset the size of the page to the original display.
Down arrow and file image Click Download Original to acquire a copy of the original attachment that you can save to your local computer.
Text box image Click Toggle Annotations to display or hide comments.
Life preserver image Click Help for tips on using this markup tool.
Off symbol image Click Close Markup Window to close the markup tool.

Annotations list

This table shows the items available in the annotations list. You can sort on any column by clicking its header.

Table 2. Columns in the annotations list
Item Description
Page filter Provides options to view annotations for the current page only, or for all pages in the document. If you select All Pages, you can sort in ascending or descending order by clicking the heading of the Source column.
Annotations filter Provides options to view all annotations, only active annotations, or only archived annotations.
Author filter Provides options to view annotations from all authors or a single selected author. If you select Any Author, you can sort by ascending or descending order by clicking the heading of the Author column.
Actions column

Offers the following options.

  • Click Right arrow imageShow Reply Dialog to reply to the comment. Your reply can include a heading, a body, and an attachment.
  • Click Ball point pen image Update to edit the comment. You can archive the comment, change the text in the heading and body, and add an attachment.
  • Click Red X image Delete allows to delete the comment

If you are viewing annotations for all pages, this column includes a V (View) option for comments that are found on other pages. Click this option to view the comment in context by opening a view of that page.

Created Date column Shows the date on which the comment was added.
Author column Shows the author of the comment.
Title Shows the title of the comment.
Attachments Provides links to any attachments to the comment.
Archived A check in this column means that the comment is archived.