Shapes Toolbar on the Draft Preview Tab in Draft Invoice Approvals

Use the shapes, lines, and arrows on this toolbar to outline or point to items on a draft invoice. Then enter comments that will display when someone hovers over the shapes, lines, or arrows.

This toolbar applies if you use the Invoice Approvals and Markup on Draft Invoices features. The toolbar opens when you click Shapes on the main toolbar of the Draft Preview tab in Draft Invoice Approvals. This is one of several markup toolbars. For general instructions that apply for all the markup tools, see the "Toolbar Options for Marking Up the Draft Invoice" section in the Draft Preview Tab of Draft Invoice Approvals topic.

Add shapes with no fill or a fill color with a low opacity percentage (selected in the preset options for the tool) to outline items on a draft invoice.

After you add a shape, line, or arrow to the draft invoice, you enter the comment for it in the comments box that displays in the markup panel to the right of the draft invoice. This markup panel also opens when you click on the main toolbar of the Draft Preview tab. The panel contains a listing and information for all the markup added to a draft invoice. For more information about the markup panel, see the description for in the "Toolbar Options for Searches, Markup List, and Other Settings" section in the Draft Preview Tab of Draft Invoice Approvals topic.

Contents

Field	Description
	Use this icon to draw or write (free hand) on the draft invoice with your mouse. Settings for the preset options that you can choose for the free-hand drawing tool include: color, opacity of the color, and stroke point size (line thickness). Click and drag your mouse anywhere on the draft invoice to start drawing.
	Click and drag your mouse anywhere on the draft invoice to add a rectangular or square box. Then click the border of the box, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the box. Settings for the preset options that you can choose for this tool are: Stroke (border): color, opacity (transparency), point size (thickness), and style (Solid line or Cloudy (wavy) line for the border) Shape fill color and opacity
	Click and drag your mouse anywhere on the draft invoice to add a circle or oval shape. Then click the shape's border, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the shape. Settings for the preset options that you can choose for this tool are: Stroke (border): color, opacity (transparency), and point size (thickness) Shape fill color and opacity
	Click and drag your mouse anywhere on the draft invoice to add a multi-lined shape. Then click the shape's border, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the shape. Settings for the preset options that you can choose for this tool are: Stroke (border): color, opacity (transparency), and point size (thickness) Shape fill color and opacity
	Click and drag your mouse anywhere on the draft invoice to add a wavy-lined shape. Then click the shape's border, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the shape. Settings for the preset options that you can choose for this tool are: Stroke (border): color, opacity (transparency), and point size (thickness) Shape fill color and opacity
	Click and drag your mouse anywhere on the draft invoice to add a line. Then click the line, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the line. Settings for the preset options that you can choose for this tool are: stroke color, color opacity (transparency), and stroke point size (thickness).
	Click and drag your mouse anywhere on the draft invoice to add a multi-lined shape. Then click the line, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the line. Settings for the preset options that you can choose for this tool are: stroke color, color opacity (transparency), and stroke point size (thickness).
	Click and drag your mouse anywhere on the draft invoice to add an arrow. Then click the arrow, and enter a comment in the comment field that displays in the markup panel to the right of the draft invoice. The comment will display when someone hovers over the arrow. Settings for the preset options that you can choose for this tool are: color, color opacity (transparency), and stroke point size (thickness).
Presets field	This field is located to the left of the Undo icon. It displays preset options for the specific tool that you selected on the Shapes toolbar. The preset options include settings, such as stroke (border)and fill color and color opacity (transparency). Select or modify a preset to use before you start using the tool. For more information about viewing and changing the settings for a preset, see the "Toolbar Options for Marking Up the Draft Invoice" section in the Draft Preview Tab of the Interactive Billing Form topic or the Draft Preview Tab of Draft Invoice Approvals topic.
	Click this icon to undo your most recent markup action.
	After you use the undo icon to undo an action, you can click this icon to redo the action.
	Click this icon to use your mouse to sweep over an annotation or comment to delete it from the draft invoice.