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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Annotations

Annotations are markups made on a PDF such as text, drawings, shapes, images, or comments. Annotations must be turned on by Conga Collaborate

To annotate a PDF

  1. Upload the file to the Content Library
  2. Drag the file to the table of contents
  3. Select the gear icon next to the page name
  4. Select Annotate – this will reload the page and you will see a new editor appear atop the document
  5. Click on the pencil icon to activate the annotations mode
    • Your document will open in full-screen view to give you more space to annotate
    • Use the annotate options on the left to markup your drawing
    • Once you are done click on the x icon to exit out (the annotations will save on their own)
  6. After exiting you will see a banner saying that the page is reloading
  7. You will see the annotations you made on the embedded pdf
  8. Download your document (select PDF download) and your annotations will be included in the full document download

If you annotate a PDF file online the annotations will be included in your pdf.

User Guide
Collaborate

January 7, 2025