FAQs

Easy Annotation is a workspace built for medical writers. Annotate reference PDFs with citation labels in the format your agency or client uses, keep your reference library organized, and upload a deliverable — a slide deck, Word manuscript or PDF — so AI can identify the claims in it and you can review each one in context.

It takes the repetitive work out of referencing and substantiation. Highlight the supporting text in a reference and Easy Annotation writes the citation label for you, ready to copy into your annotation table, footnotes or reference pack. Upload a deliverable with its references to a project, and AI lists its claims with their type, citation priority and whether they need a citation, so you can work through every claim before medical, legal and regulatory review.

Create your account and confirm your email address. To annotate references, open Quick Annotation and upload a PDF. To review a deliverable, open Projects and choose New project.

No. Easy Annotation runs in your web browser on a computer, tablet or phone.

Quick Annotation works with PDF files, the format most references come in. Projects accept PDF, Word (.docx) and PowerPoint (.pptx) files for the deliverable and its supporting references. Password-protected or damaged files may not open.

The primary deliverable can be up to 500 MB, and each supporting reference up to 250 MB. A project can start with up to 50 references. If a bulk upload includes references over 250 MB, they are skipped and listed for you so you can compress them and add them from the project page.

Open the PDF in Quick Annotation and choose a tool: Highlight for text, Box to draw a red box around any area, or Table and Figure to mark a table or figure. Each annotation appears in the sidebar with its citation label. Select Save to keep your work.

Easy Annotation writes each label for you. For highlighted text it works out the page, column, paragraph and line numbers, for example Smith 2021/pg 3A/col 1/para 2/lns 4-6, and adds a letter for each annotation on the page. Boxes, tables and figures are labelled with their page, letter and type. Select the copy icon beside any label to paste it into your annotation table, footnotes or reference pack.

Yes. Open Annotation Settings in the document sidebar and choose one of the built-in formats, or build your own from page, letter, column, paragraph, line and reference-number components. Choose a slash or comma separator, set the reference number, use printed page labels or physical page numbers, and choose letters that restart on each page or continue through the document. Apply the format to one document or save it as your default.

Download saves the PDF with your highlights and boxes, and sets each annotation’s comment to its citation label, so reviewers can see the labels in any PDF reader.

Create folders for each client, brand or project, then drag files and folders into place. On a phone or with a keyboard, use the item’s actions menu and choose Organize… instead. The same menu lets you rename a file, make a copy, or download a file or a whole folder as a ZIP.

Yes. Share a copy… emails an invitation to another registered account. When they accept, they receive their own copy to work in; they do not get edit access to your original. Separate multiple email addresses with commas.

A project brings a deliverable and its supporting references together. Add the project name, client, brand, workflow (Auto-Cite or Medical QC), jurisdiction and promotional status, then upload one deliverable (up to 500 MB) and up to 50 references (up to 250 MB each). Easy Annotation reads every file, creates page and slide previews, and identifies the claims in the deliverable.

When you process a project, AI reads the text of your deliverable and identifies each claim. Claims Review lists them with their location, claim type (such as efficacy, safety or outcome), citation priority and whether a citation is required. It also shows any citation markers already in the text and splits compound claims into their parts.

Open Claims Review from the project. Select a claim to see it highlighted in the surrounding text of your deliverable, with a link to the page or slide it comes from. Filter by claim type, citation requirement or priority to focus on the claims that need references first.

No. Your documents are never used to train AI models. Deliverable text is sent to OpenAI only to identify claims, and OpenAI does not use it for training. Quick Annotation does not use AI. Our AI Processing Notice has the details.

Credits measure AI processing on projects; plans are described in decks so you can see what they cover. A typical deck of about 30 slides with around 40 claims checked uses about 500 credits. Writer includes 5,000 credits a month (about 10 decks) and Writer Plus 12,000 (about 24 decks). Up to one month of unused credits carries over to your next billing period, and subscribers can buy extra credit packs. Every project shows an estimate first, and you are charged only for the processing it actually uses. Quick Annotation, uploading and organizing files never use credits.

Writer is USD $149 a month or USD $1,490 a year, for about 10 decks a month. Writer Plus is USD $299 a month or USD $2,990 a year, for about 24 decks a month. Annual billing gives you two months free. Extra credit packs are available to subscribers: 1,000 credits (about 2 decks) for USD $49, 3,000 (about 6 decks) for USD $119 and 10,000 (about 20 decks) for USD $349. Enterprise plans are available for whole teams: contact us. You can switch plans at any time from Plans & billing: a higher-priced plan starts straight away and all your unused credits carry over, while a lower-priced plan starts at your next renewal.

Yes. The 14-day free trial includes 1,000 AI Processing Credits, enough to check about two typical decks. No payment details are needed, and the trial never turns into a paid subscription. Start it from Plans & billing.

Your account and documents are private to you. Files are stored on secure Amazon Web Services (AWS) infrastructure in Canada, and other users cannot see your documents unless you share a copy with them.

Open your Profile and choose Manage two-factor authentication. Scan the QR code with an authenticator app, enter the 6-digit code to confirm, and save your recovery codes somewhere safe. After that, you enter a code from the app when you sign in.

Yes. On your Profile, choose Download my data to get a ZIP file with your account information, documents and project files. Choose Delete account to permanently delete your account; any subscription is cancelled and your documents are removed.

In your profile settings, enter your new email address and your current password. Then open the confirmation link we send to the new address within 30 minutes and enter your password again. Your current address stays active until the change is confirmed, and we let your previous address know once it is done.

Use the Forgot password link on the sign-in page and follow the emailed reset link. If the email does not arrive, check your spam folder and confirm you used the address registered to your account. Signed-in users can also change their password from profile settings.

Check your spam or junk folder first, and add our support address to your safe senders. Confirm the address is spelled correctly and matches the one registered to your account. Verification emails can be resent from the verification page; sharing invitations only reach confirmed, registered accounts.

Plans and credit packs are processed securely by Stripe, and Easy Annotation never stores your full card details. Subscriptions renew automatically each billing period. You can update your card and download receipts from the billing portal, which you can reach from your account’s Plans & billing page.

Yes. Auto-renew is on by default. To cancel, open Plans & billing, untick Automatically renew my subscription, and save. You keep using your plan until the end of the period you have paid for, and you will not be charged again.

Payments are non-refundable, including partly used billing periods and unused credits. In special cases our support team may decide, at its discretion, to give a refund. Email support with the date and amount of the charge. Our Refund & Cancellation Policy has the details.

Yes. Enterprise plans are available for agencies and companies that want plans for a whole team: contact us and we will put one together with you. Individual writers at an agency can also each subscribe to Writer or Writer Plus using their agency email address.

No. Deletion is permanent and has no undo. The confirmation dialog identifies the item being deleted; deleting a folder also deletes the files inside it. Download anything you need before deleting.

Try Retry loading, confirm you are signed in, and check your network connection. If the file is missing or invalid, return to Quick Annotation and upload a valid PDF. Password-protected or damaged PDFs may not be supported.

Email support@easyannotation.com for help with your account or workspace. Tell us what you were trying to do, what happened, and include any error message. Do not send passwords, payment-card details, patient information, or private account or sharing links.