Create private annotations (comments) to files
This feature is only available in netfiles Data Room Professional and Premium and netfiles Data Vault.
In netfiles you have the option to create private annotations in documents. Private annotations are your own comments, notes or marks in documents that you create for yourself. Other users, including the administrators of the data room, cannot see these annotations.
Select the desired document at “All Documents” and select “Private Annotations” (pen symbol without figure) in the center at the top.
Then click on the pencil in the upper right corner.
There are several ways to create annotations.
- Free drawing and highlighting text
- Stamps (you can also create your own stamps)
- Notes (notes with icon)
- Text
- Lines, arrows etc.
Created annotations are automatically saved after a few seconds. Annotations are also saved when you close the document.
On the left you can get an overview of your created annotations by clicking on “Thumbnails” and then “Annotations”.
You can see the creation date in the “Annotations” overview and delete annotations if necessary.
If you want to download the file with the annotations, click on the lower download arrow in the upper right corner. If you use the download arrow next to the close X, the file will be downloaded without the annotations. Please note that a download is only possible if you have been given the relevant access right by the administrator of the data room.
Administrators can activate or deactivate this feature for the data room in the data room settings under “Preview & Watermarks > Private annotations”.
Please note:
If the “Enable navigation in the preview for XLS spreadsheets” feature is enabled in the netfiles data room, no private “Annotations” can be created in Excel files.
If areas in the document also need to be redacted in addition to the annotations, please do the redactions first. When redactions are made, a new version of the document is created and this can ensure that the annotations are not lost.
