WEBVTT

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Welcome to Vault Help.

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In this video, we'll discuss how to use
annotations and document level comments

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when editing and reviewing a document
in Vault.

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Reviewing and editing documents in Vault.

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Let's say you received a notification
that the document

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you were working on is ready for review.

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Head to the Library

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and locate your document.

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After clicking on your document,
check it out for revision.

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Checking out a document allows the user
to take existing documents from Vault,

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make necessary changes,
and upload the new version back to Vault.

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Head to your actions area in the top
right and select check out.

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The document is now a local file
in the downloads folder.

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From here I can open
edit the document in a word editor.

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Now that the document has been checked
out, the document is locked in the system.

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What this means
is that the document cannot be started

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in a workflow. No other person
can check this document out.

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Nothing can be done with the document
unless it is checked back in,

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or the check out is canceled by an Admin.

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After
editing your document in a word editor,

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check it back in by
clicking on the actions menu.

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Select Check in and upload your edited
local file to vault for review.

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Once you've

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found your local file, click check in.

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We now have an updated version
of our document.

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We can view version history in the Doc
Info panel.

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Now we can use vault to review
and edit the document in a workflow.

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Click the Chevron button and select
Start Review.

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Select your new reviewer.

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In this case,
I'll select myself and create a due date.

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Click start.

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Our status has now updated to in review
from drafts.

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The lifecycle state has also changed
to the review stage.

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To review your document,
head to the home tab.

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You reviewer, which is me in
this case should have the task available.

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Click into your task
to review the document.

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Click the plus
sign to show the annotations tool.

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If the area that needs review contains
selectable text, highlight the text.

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From here, copy the text.

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Create a common document
link, permalink or anchor.

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Use the select tool to highlight an area.

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This creates an image annotation.

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Select the common annotation tool.

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A single click an area
without selectable text.

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Create a sticky comment annotation.

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In this case, we'll mention the need
for a margin change of 0.5.

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From here you can change the color
to assign a specific user.

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And if you want to notify a user
about an annotation, add a user mention

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by typing the @ symbol
in the beginning of their first name, last

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name, or username in the comment field,
and selecting from the list of users.

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If your Vault has tags, click on tags.

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Supply them to the annotation. Click save.

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If you
prefer your annotation to be elsewhere,

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you can move it by clicking
the three dots here and select move.

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Move your sticky note to its new location

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and click the checkbox

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to draw a line on a document
known as a line annotation.

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Click the Select Annotation tool
and select the line cursor mode.

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Click and drag on the document
to create a line.

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You can click and drag it again to create
additional lines in the line group.

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Modify the color and width of the line
using the options that appear

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alongside the cursor mode selector.

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Click save.

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Once saved,
you can move the annotation to resize

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and move individual lines
or the line group

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line annotations do not appear

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correctly when a page is rotated
in the document view.

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Make sure you are viewing the page
in its original orientation.

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When adding line annotations,

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link annotations are made up
of two components links and anchors.

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For more information on how to use links
and anchors, visit Vault Help.

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After reviewing your document,

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send it to the approver
where they can either approve the document

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or send it back to you
for further revisions.

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Thank you for watching this video.

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For more access to the information
we discussed today, visit Vault help.