Annotations Management allows administrators to control annotations added to meeting documents for meetings they manage.
Using Annotations Management, administrators can selectively remove annotations created by meeting attendees using the BoardWorks mobile apps. This helps ensure meeting documents remain clear, accurate, and up to date after review or discussion.
Managing annotations
To manage annotations:
Locate the meeting in Meetings & Events.
Select the Actions menu next to the meeting.
Select Delete Annotations.
A confirmation window appears, allowing administrators to delete annotations for all attendees or for specific attendees.
Managing annotations
To manage annotations:
Locate the meeting in Meetings & Events.
Select the Actions menu next to the meeting.
Select Delete Annotations.
Once selected, a confirmation window appears, allowing administrators to delete annotations for all attendees or for specific attendees.
Once you have made your selection and are ready to proceed, select Delete.
A confirmation message is displayed. To complete the deletion, select the confirmation checkbox and then select Save.
Note: If a meeting has no annotations, a warning message is displayed.
Automated Annotation Management
Automated Annotation Management allows annotations to be deleted automatically after a defined retention period.
When enabled, annotations are removed automatically after 30 to 365 days, based on your organization’s configured retention policy. This helps reduce manual cleanup and supports ongoing document maintenance.
This feature is not enabled by default.
To enable Automated Annotation Management, please contact Computershare BoardWorks Support, who can turn this feature on for your site and help configure the desired retention period.