Admin's Guide to AnnotateIt! components
Setting up Image & PDF Editing on Salesforce is easy. In this in-depth video guide, we review several scenarios about how AnnotateIt! can be added to different workflows, like editing images on Service Cloud Case interactions or as a custom workflow. The key AnnotateIt features covered in this tutorial include:
Crop: Learn how to empower your users to refine their images and PDF pages by cropping out unnecessary details.
Filter: Get familiar with the options for applying filters to enhance image quality.
Finetune: Discover how users can adjust brightness, contrast, or color to perfect their visuals.
Annotate: Grasp the versatility of adding text, shapes, or drawings and erasing parts of images or PDF pages.
Stickers: See how to include emojis, callouts, or even your custom designs into documents.
Frame: Understand the steps to add a unique border around your images or PDF pages.
Redact: Safeguard sensitive information by mastering the pixelation feature.
Resize: Gain knowledge on adjusting image or PDF page sizes to suit your needs.
Whiteboard: Learn how to provide users with a blank slate for their creativity and idea generation.
Edit on File Details Page: Find out how to make document changes right within Salesforce.
Lightning Flow Ready: Understand how to integrate document editing into your existing workflow.
Admin Configurable: Discover how to use the Lightning App Builder or Flow Builder to customize the editors.
Chatter Integration: Keep your team updated automatically with Chatter feed on annotation text.
In addition, we dive deep into integrating AnnotateIt with Service Cloud case workflow and demonstrate how to enhance document viewing on a product record.
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