How to add redactions and annotations to CM attachments

Owned by Knowledge Assistant
Last updated: Sept 04, 2024
Description of Issue

Attachments saved in the CM HTML Viewer are able to marked with certain redactions and annotations. Annotations can be added to PDFs and image files such as JPGs and TIFFs. Please see below for the available options:

  • Highlights
    • Highlighting allows you to emphasize an area of an image. These highlights will now appear on the image if it is printed from the HTML viewer.
  • Redactions
    • Redaction provides the ability to prevent aspects of an image from being seen by users who are not permitted by security. NOTE: This requires Administrative (A) privileges to the doc type. If a user does not have sufficient permissions, then the document will be opened in Read Only mode and the redaction will appear opaque.
  • Text Stamps
    • Text stamps provide the ability to add a visible layer of text to an image. These stamps will appear on the image if it is printed or exported.
  • Sticky Notes
    • Sticky notes provide the ability to add a note to the image which will not be printed.
Context
  • CM
  • Content Manager
  • Munis
  • Redactions
  • Annotations
  • Highlights
  • Stamps
  • Sticky Notes
Cause


Resolution

Before users can add annotations and redactions, please ensure the following: 

  • The user has the proper Annotation permissions for the doc type they would like to annotate. The ability to add Annotations is granted to users who are assigned to a TCM permissions group that includes
    RWCDA level access to the document types (the A stands for Annotate).
    As a standard the MU_*_FULL permissions group have RWCDA permissions applied. To provide a user with that access, please follow the instructions found here: How to Configure TCM Redaction and Annotation Permissions.
  • If the user has the proper permissions and the attachment is not being accessed through a read-only mapping then an annotation can be added.


In the CM Viewer ribbon there are four buttons in the following order:

  • Highlighting Annotations (Highlighter icon)'
    1. Click on the Highlight icon.
    2. Click on and drag your mouse anywhere on the image to create a highlight.
    3. Your highlight has now been applied to the image. Click on Save before exiting or changing records.
    4. You can right-click on the highlight you just added to open a dialog that allows you to select the highlighting color.
  • Redaction Annotations (Lines icon)
    1. Click on the Redact icon.
    2. Click on and drag your mouse anywhere on the image to create a redaction box.
    3. Right-click on the redaction to open a dialog that allows you to delete the redaction.
    4. A user without redaction permissions (e.g. R, RWC, and RWCD) will not be able to see through the redacted portion of the image.
  • Text Stamp Annotation (Stamper icon)
    1. Click on the Stamp icon.
    2. Click on and drag your mouse anywhere on the image to create a text stamp. Enter the text for the stamp and click on the check mark.
    3. Your text stamp has now been applied to the image. Click on Save before exiting or changing records.
    4. Right-click on the text stamp to open a dialog that allows you to edit the text as well as modify the color, font, and font properties.
  • Sticky Note Annotations (Paper icon)
    1. Click on the Sticky Note icon.
    2. Click on and drag your mouse anywhere on the image to create a sticky note. Enter the text for the sticky note and click on the check mark to apply the note to the image. 
    3. Click on Save before you exit this window or open another record.
    4. Users can right-click on the text stamp to bring up a dialog that allows them to edit the text, change the color, font, font size, and make it bold or italic. Users also have the option to flag an annotation as Secure which hides it from any user that does not have Admin access to the document.
  • Editing Annotations:
    1. Click on an annotation to re-size or move it around the image.
    2. Right-click on Sticky Notes and Stamps to open a dialog that allows you to edit the text, delete the annotation, or modify the color, font, and font properties.
    3. Select the Secure option to hide annotations from users who are not authorized to view secure annotations.

For more details and screenshots of any of the above steps, please go to: Annotations.

Additional Information

For instructions to set up the user role/attributes, see How to Configure TCM Redaction and Annotation Permissions