Create a stamp annotation template - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To create a stamp annotation template, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Annotations.
  3. In the right pane, perform the following steps.
    1. In the Select an Annotation Type box, select Stamp and then click New.
    2. In the selected row under Name, type a name for the template and then press ENTER.
    3. Select the template and then click Modify.
  4. To define the stamp annotation template properties, in the Stamp Annotation dialog box, perform the following steps.
    1. In the left pane, select Properties.
    2. Optional. Supply a description for the annotation template.
    3. Under Options, verify that Is Active is selected so that it appears on the Annotations toolbar.
  5. To add text to the stamp template, in the Stamp Annotation dialog box, perform the following steps.
    1. In the left pane, select Content.
    2. Click Text, and then type the text you want in the field.
    3. To insert a time or user code in the text, click the insertion point in the field and then click Insert.
    4. In the Insert Date/Time/User Code dialog box, select a code to add and then click Insert.
    5. Optional. To display the current date and time for this stamp type instead of when the stamp was created, select Enable dynamic code values.
  6. To add a picture to the stamp template, in the Stamp Annotation dialog box, perform the following steps.
    1. In the left pane, select Content.
    2. Click Picture, and then click Browse.
    3. In the Stamp Annotation Picture dialog box, navigate to the picture and then click Open.
  7. To change the shape of the stamp template, in the Stamp Annotation dialog box, perform the following steps.
    1. If you selected text content, in the left pane, select Appearance.
    2. In Frame, select the type of frame you want.
    3. If you select Rounded Rectangle, in Roundness, click a number that represents the shape of the corners, the lower the number produces squarer corners and the higher the number produces more curved corners.
    4. In Margins, select a number representing the margin surrounding the text.
    5. For the border, in Line Weight, select the width of the border line, and in Line Color, select a color.
    6. To fill the stamp with color, remove the selection from No Fill and, in Fill Color, select a color.
    7. To remove the fill color, select No Fill.
  8. To change the font, in the Stamp Annotation dialog box, perform the following steps.
    1. If you selected text content, in the left pane, select Appearance.
    2. In Face, select a typeface.
    3. In Style, select B for bold, I for italic, U for underline, or S for strikeout text.
    4. In Size, choose the font size.
    5. In Alignment, select the type of alignment you need for the text.
    6. In Color, select the text color.
  9. To add security to the stamp template, in the Stamp Annotation dialog box, in the left pane, select Security.
  10. Under Users and Groups, click Add.
  11. In the Select Users and Groups dialog box, perform the following steps.
    1. To add a user, on the Users tab, search for and select a user and click Add.
    2. To add a group, on the Groups tab, search for and select a group and click Add.
    3. Add as many users or groups as necessary.
    4. Click OK.
  12. In the Stamp Annotation dialog box, under Users and Groups, select the user or group you want to assign privileges to and grant or deny the necessary privileges.
  13. Click OK.