Annotation forms are utilised in a file window when creating annotations on drawings during the reviewing process. Annotation forms in Review allow you to customize the information collected in review. Follow these steps to create a new form
- New Form: Start by navigating to the Annotation Forms section and selecting "New Form" to create a new annotation form.
- Name Form: Provide a descriptive name for your annotation form, ensuring clarity and relevance to the information it will collect.
- Add Field: Click on "Add Field" to begin adding fields to your annotation form. Fields capture specific types of information, such as text, dates, checkboxes, or dropdown selections.
- Name & Select Field Type: For each field you add, name the field to indicate what information it will capture and select the appropriate field type based on the data format required.
- Field Types: Familiarize yourself with the different field types available and choose the one that best fits your annotation form's needs. Refer to detailed articles for more information on each field type.
- Required Field: Determine which fields are required by toggling the "Required" option. Required fields ensure that essential information is captured during the review process.
- Annotation Field Actions: Utilize field actions such as editing, duplicating, or deleting to refine your annotation form and customize it to your requirements.
- Annotation Form Preview: Before finalizing your annotation form, preview how it will appear to reviewers to ensure it meets your expectations and captures all necessary information.
By following these steps, you can create customized annotation forms tailored to your review’s specific requirements, enhancing the efficiency and effectiveness of your review process.