Adding Annotations to Your Documents

Pick a Page to Stamp and Add Notes

As a Listing Agent or a Transaction Coordinator, once you have uploaded a document to Disclosures.io, you may want to edit the document. With the annotate feature you’ll be able to complete the following:

  • Place a stamp on a specific page of a document
  • Add a note to a document
  • Highlight important information
  • Redact sensitive information

Pick a Page for Stamping

  • Step 1- Select the Annotate option.
  • Step 2- Chose the stamp feature on the left hand side of the screen.
  • Step 3- Place the stamp on the page.
  • Step 4- To edit the text fields on a stamp click on the stamp once and a template will be available on the right hand side of the screen.
  • Step 5- When all stamps have been added use the save button in the top left-hand corner to save the changes.

Adding a Note and Highlighting Information

  • Step 1- Select the Stamp and Annotate option.
  • Step 2- Choose the “Add Text” option on the left-hand side of the screen.
  • Step 3- Place the text box on the page and edit the text on the right-hand side of the page.
  • Step 4- To highlight text select the highlight option on the left-hand side of the screen and click then drag your cursor over the text to be highlighted. 
  • Step 5- When all text boxes have been added and highlighting is complete, use the save button in the top left-hand corner to save the changes.

Redacting Private Information

  • Step 1- Select the Stamp and Annotate option.
  • Step 2- Choose the “Redact Private Info” option on the left-hand side of the screen.
  • Step 3- Click then drag your cursor over the text to be redacted.
  • Step 4- When all sensitive information has been redacted use the save button in the top left-hand corner to save the changes.

What’s next? 

If you've already invited others to the package, you will have the option to Save and Notify, which will send a notification to those that you have shared the package with.

FAQ:

Q: How do I add a stamp and have the page numbers auto counted?

  • A: To add a stamp to the first page of a document and have the pages auto counted you'll want to first select the documents, then use the stamp option that appears above the coversheet. Here is a link to the

Q: Can I place more than one stamp on a document?

  • A: Yes. After adding a stamp simply select the stamp option again to add a second stamp. The fields for these stamps will need to be customized for each new stamp added.

Q: Can I add a stamp to a different page?

  • A: Yes, simply scroll to the page that needs a stamp or use the “go to page” option in the top left-hand corner.

Q: If I replace a document do I have to edit it again?

  • A: Yes. Replacing the document will not keep any of the stamps, notes, highlights, or redactions made to the old document.

Q: Can I remove edits I made to the document?

  • A: We currently don’t have a feature to remove the edits. To remove a stamp you can select the “replace” option and upload the original version of the document.