How to Add Notes to Document Pages

Introduction

This guide explains how to use page notes in Sky to annotate documents, capture important observations, and quickly navigate to key information within a case.

Page notes allow users to attach contextual annotations directly to a specific location on a document page. Each note includes a customizable title, text content, color, and icon, making it easy to highlight evidence, categorize findings, and collaborate with other team members reviewing the case.

The feature is designed for workflows where large document sets must be analyzed and reviewed efficiently, such as legal case preparation, insurance claim analysis, and medical record review.

By placing notes directly on document pages, teams can track important findings without modifying the original documents.

Who This Guide Is For: This guide is intended for:

Case managers and analysts reviewing document-heavy cases
Legal professionals analyzing evidence and reports
Insurance and claims specialists reviewing documentation
Medical reviewers examining clinical records
Anyone responsible for identifying and documenting important information within case materials

What You’ll Learn:

How page notes work in Sky
How to create, edit, and delete notes on document pages
How to customize notes with titles, colors, and icons
How to reposition notes by dragging them
How to navigate documents using the Page Notes list
Best practices for documenting findings within a case

Overview: How Notes Work in Sky

Notes in Sky allow users to attach annotations directly to individual document pages within a case. Each note is linked to a precise location on the page, making it easy to reference specific sections of a document.

Key characteristics of the Notes feature:

Notes are attached to individual pages at specific coordinates
Notes appear as colored icon markers within the document viewer
Notes can include a customizable title, text content, color, and icon
Notes can be repositioned by dragging them on the page
Notes are auto-saved as you type
All notes are listed in the Page Notes section within the Notes tab
Users can quickly navigate from the note list to the associated page
Colored dot indicators appear on page thumbnails in the document list sidebar, showing which pages have annotations
Notes support a view-only mode for shared or restricted access cases

This structure allows teams to capture observations without altering the original document content. Notes remain part of the case workspace and are available to other authorized users reviewing the case.

Step-by-Step: Adding a Note to a Document Page

Step 1: Open the Case

From the Cases list, locate the case you want to review and open it. This ensures that annotations will be associated with the correct case and document set.

Step 2: Launch Sky

Click Launch Sky to open the document workspace. The Sky workspace includes the document list, document viewer, and AI-generated insights related to the case.

Step 3: Select a Page

Click on the page in the document viewer to select it. When a page is selected, a toolbar panel appears at the bottom of the document viewer. This toolbar contains actions such as Recognize, Highlight, Zoom, Crop, Add Note, Rotate, and Delete.

Step 4: Activate the Add Note Tool

In the bottom toolbar panel, click Add Note (the speech bubble icon). This activates the annotation placement mode, allowing you to place a note on the selected page. When active, the Add Note button is highlighted with a ring indicator.

Note: Activating Add Note automatically deactivates other tools such as Zoom, Highlight, and Crop.

Step 5: Place the Note on the Page

Click anywhere on the page where the annotation should appear. A note marker will be placed at the selected location. The marker displays as a small colored square with an icon, visually indicating that a note is attached to that section of the document. The annotation placement mode is automatically deactivated after placing the note.

Step 6: Open and Edit the Note

Click the note marker to expand the note editor. The expanded note editor includes the following elements:

Icon selector — Click the icon in the top-left corner to choose from 12 available icons: Sticky Note, Bookmark, Star, Alert Triangle, Check Circle, Flag, Heart, Lightbulb, Message Circle, Pencil, Pin, and Zap. Icons help visually categorize annotations by type.
Title — An editable title field (defaults to "Annotation - Page {number}"). Click to customize the title for easy identification.
Author and date — Displays the name of the note creator and the creation date.
Text content — A text area where you can type your observation or comment. The placeholder text reads "Type a note..."
Color picker — Six color options are available at the bottom of the editor: yellow (default), orange, light blue, teal, purple, and pink. Colors help visually organize annotations across large document sets.
Delete button — A trash icon button to permanently remove the note.
Save and Close — Click the "Save and Close" button to close the editor.

Step 7: Save the Note

Click Save and Close to store the annotation. The note will now remain attached to that location on the document page. Other authorized users reviewing the case will be able to see the note and navigate to it.

Note: Content and title changes are auto-saved as you type. The "Save and Close" button simply closes the expanded editor — your changes are already saved.

Step 8: Reposition a Note (Optional)

To move a note to a different location on the page, click and drag the collapsed note marker to the desired position. The note will snap to the new location once you release the mouse button.

The expanded note editor can also be dragged by clicking and holding on its header area.

Deleting a Note

To delete a note:

Click the note marker to expand the editor.
Click the trash icon button in the bottom-right corner of the editor, next to the color picker.
The note will be permanently removed.

Navigating Notes in a Case

All page notes created within a case are automatically collected in the Page Notes section, located at the top of the Notes tab in the right-hand sidebar. The Page Notes section shows a collapsible list of all page annotations with a count indicator.

Each entry in the list displays:

A colored dot matching the note's color
The note title (if set)
A preview of the note text (up to 80 characters)
The author name and the time since last update

From this list, users can:

View all notes created across the case
Click on any note to automatically navigate to the corresponding document page and highlight the annotation
Collapse or expand the Page Notes section to manage screen space

Annotation Indicators on Page Thumbnails

In the document list sidebar (left panel), pages that have annotations display small colored dot indicators on their thumbnails. These indicators also appear at the section level, making it easy to spot annotated areas without opening each page individually.

Why Page Notes Are Useful

Page notes help teams review and analyze complex document sets more efficiently. Instead of relying on external documents or memory, users can attach observations directly to the relevant page.

Common benefits include:

Faster document review
Clear documentation of findings
Improved collaboration between reviewers
Easier navigation through large document collections
Visual categorization using colors and icons

Because notes are attached to exact page locations, they provide a reliable reference point for discussions and case analysis.

Best Practices

Use notes to highlight key findings or important evidence rather than annotating every page.
Keep note text concise and focused on the relevant observation.
Customize note titles to describe the finding clearly (e.g., "Key Medical Finding", "Important Date").
Use icons to categorize annotations by type — for example, use the Alert Triangle for critical findings, the Check Circle for confirmed items, and the Bookmark for items to revisit.
Use color coding consistently if multiple reviewers are working on the same case.
Review the Page Notes list in the Notes tab periodically to ensure important annotations are not overlooked.
When collaborating with a team, use notes to document insights that may be useful for legal analysis, claim evaluation, or medical review.
Take advantage of drag-and-drop to reposition notes for better visual clarity on the page.

Common Use Cases

Highlighting important medical findings within clinical records
Marking key evidence within accident reports or investigation documents
Documenting reviewer observations during claim analysis
Leaving contextual notes for other team members reviewing the case
Navigating quickly to previously identified important pages
Using icons and colors to create a visual classification system across documents

Summary

Page notes in Sky provide a structured and flexible way to annotate documents directly within a case. Each note supports a customizable title, icon, color, and text content, allowing teams to categorize and identify findings quickly. Notes are placed at precise locations on document pages and can be repositioned by dragging. Content is auto-saved as you type, and all annotations are organized in the Page Notes section within the Notes tab for easy navigation. Colored indicators on page thumbnails in the document list sidebar provide at-a-glance visibility into which pages have been annotated. Together, these features help teams capture important findings, collaborate more effectively, and navigate complex document sets with greater efficiency.