Reviewing Annotations amd Workflow Annotations (Issues)

If uploaded files have a valid annotation, the system will automatically log the annotation and capture details like priority and creation date in the custom fields.

Comments are automatically colour-coded to show priority level, and have now been successfully linked, and tracked, directly to the file in UniPhi.

1. To view, click Annotations sub navigation within the Documents Module.

Navigate to Documents > Annotations. 

Annotation Process

When annotated files are uploaded, UniPhi goes beyond simply extracting “valid” comments—it provides

detailed processing to enhance usability:

• Page Identification: UniPhi detects the exact page within the PDF where each comment was made.

• Custom Field Recognition: The system scans annotations for specific text patterns (e.g. priority: or timeframe:) to automatically populate related custom fields you’ve configured. This enables categorisation and filtering of feedback based on these predefined labels.

This level of detail is essential for users looking to automate the capture and organisation of annotation metadata.

UniPhi provides the ability track specific annotations, as items to resolve, in the Issues Module.

Workflow Annotations (Issues)

1. Select a file and tick the relevant annotation checkbox. Note you need to be in an activity/project to have checkboxes displayed.

2. Click the Add New Issue icon to open up a new Issue form. Complete the form.

3. Once the form is completed and assigned, save the Issue. By default, the file is automatically linked and attached to the Issue.

4. When resolved, update the comment and reupload the document.

Internal Team Collaboration

Beyond transmitting documents for external review, UniPhi's annotation feature supports internal team collaboration. A design team, for example, can comment on drawings or specifications within their own team environment before these documents are transmitted externally. These internal comments made

within the PDF can also be annotated into UniPhi, creating a register of the design team's own review notes and feedback.